I'm sure there'd be some loss, but Samsung would likely come out doing fine. Even if they lost some market share, their profits would likely go up in the end, since they'd be the ones pulling the app market cuts and such.
And be pleasantly surprised when none of their Google apps transfer over? Good luck with that.
Samsung might lose a percentage of the SV customerbase, but everyone who’s not relying on Google accounts wouldn’t really notice.
We'll see if this is still a problem in a couple years.