Microsoft CEO Steve Ballmer (Artesyn Technologies with map)
(Tong cloud) Beijing Time on December 4, Microsoft and
Intel are working together in a confrontation with the Apple iPad Tablet
PC market a total of $ 63.2 billion, but the effort by the two
companies this little effect.Developed to take advantage of the new version of the Windows operating system in the Microsoft and Intel 11 Tablet PC, only five kinds in the United States market for immediate delivery. Microsoft's first computer - Surface Tablet PC - Early demand looks "disappointing", said Craig Berger, an analyst with market research firm FBR Capital Markets (FBR Capital Markets) (Craig Berger). Computer manufacturers in the production of tablet PCs has been hampered because Microsoft which vendors can get implemented restrictions on the prototype, and Intel's power management software delivery delayed.
"Traffic jams" position will enable PC manufacturers more difficult to challenge Apple and Google in the year-end holiday shopping season, these companies have been in trouble due to the sharp decline in demand. PC running Windows-based operating system can be seen everywhere, but AMR chips or Intel's low-power processor-based tablet PC is very scarce.
"Do you even almost can not find a (Tablet PC)." Said Bob O'Donnell, analyst of market research firm IDC in Framingham, Massachusetts (Framingham) (Bob O'Donnell). "So, even if you want to buy, is very difficult to buy."
Few types of Windows Tablet PC, except for Microsoft Surface, only ASUS Vivo Tab RT and Lenovo Group's IdeaPad Yoga run Windows RT system based AMR chip. In addition, Samsung ATIV Smart PC and Acer's Iconia Windows 8 system and Intel chips.
Microsoft retail stores
Only two Tablet PC can buy Microsoft's own retail stores, which is Microsoft Surface and Acer Iconia. In this year's holiday shopping season, Microsoft has only opened more than 60 retail stores. FBR analyst in a research report released last week, Berg pointed Surface Tablet PC sales performance has not been and expected. Microsoft declined to comment on the Surface sales figures, this is not a positive sign, research institutions at Directions on Microsoft analyst Davis Miller (Wes Miller) said.
"When Microsoft digital issue becomes sneaky usually always what it means." Miller said.
In the meeting held in September, Intel said, when Microsoft released the latest version of the Windows system on October 9 PC vendors, including Dell and Hewlett-Packard will sell the latest Intel low-power chip-based devices; while in More than a month later, only four manufacturers to do so. Among them, only two vendors offer their products in the U.S. market, Intel said.
Botched release
The latest version of the Windows operating system listed a few days ago, Microsoft has provided a list of five types of Windows RT equipment list, said it would be available in the new version of Windows is released. In fact, only two of which appear in the market, followed by the Microsoft list. Nomura Holdings (Nomura Holdings) analyst Rick Xue Lun (Rick
Sherlund) pointed out in a note to clients, Microsoft launched Windows 8 is a "botched release of PC manufacturers in the launch of the" slow "reaction on the new Tablet PC and touch screen super.
Windows 8 and Windows RT Tablet PC, and can be converted to a handheld device touch screen notebook for the entire PC industry, is an attempt to seize a beachhead "in the field of mobile services. It is expected that the PC market this year will be the first time in more than a decade decline. Nomura Holdings analyst Eve Jung predicted, Tablet PC sales in the second half of 2013 will go beyond the notebook. Another market research firm NPD DisplaySearch forecasts that the total tablet PC market in 2017 will reach $ 162 billion, equivalent to more than double the size of this year.
Intel and Microsoft shares have fell, due to market worries about the future of the PC industry is enhanced, and the scarcity of Windows Tablet PC market increasingly exacerbated this concern. According to the price-earnings ratio, according to data compiled by Bloomberg, Intel's share price lower than the S & P 500 index 42%, Microsoft 29% lower. Compared with this, the chip maker Qualcomm is higher than the S & P 500 index by 24%, mainly due to the company benefited from the substantial growth of mobile device sales.
Market comparison
In stark contrast to the lack of growth momentum with the PC market, the third quarter, according to data released by market research firm Strategy Analytics, a significant 43% increase in sales of tablet PCs. Before the new launch iPad mini iPad product line, Apple's share of global Tablet PC market in the third quarter was 57%, the share of 41% based on the Google Android operating system, Tablet PC, based on the Microsoft Windows operating system Tablet PC share is only 1.6%.
"Under normal circumstances, Windows will not 'roared out the door', but it should be said that Intel and Microsoft was supposed to have higher expectations." Investment banking analyst at JMP Securities in San Francisco, Alex Wagner (Alex Gauna) said.
Microsoft CEO Steve Ballmer (Steve Ballmer), said last week at the general meeting of shareholders held in Bellevue, Washington (Bellevue), Microsoft Windows 8 Tablet PC and touch screen PC "excellent" demand and said that the company is currently working to provide more of such equipment.
Windows 8许可
Microsoft declined to comment, saying only that the Windows division CFO Tami Majorelle (Tami Reller) in a meeting held last week published remarks.
Retail shops have some touch screen devices, and we are committed to launch more. "Majorelle then said. "But in the broadest sense, there are many excellent devices already in the market, some of which have been sold out, some of the upcoming market, and will also introduce more devices in the future."
Lerner said last week, Microsoft has sold more than 40 million Windows 8 license. However, Windows 8 license to obtain a copy of the company through a multi-year licensing contract, and also include the use of the license to the new PC sold through retail channels, this indicator is not clear that how Windows 8 product demand.
More choices
At the same time, Intel pointed out that consumers now have more choices, such as tablet PCs, super this and have the characteristics of both deformable equipment, etc..
"We have a lot of innovative design, can provide full Windows 8 experience, including new tablet computer based on Intel chips are sold, but there are a variety of devices from Samsung, Acer, Fujitsu and LG Tablet PC is about to launched. "Intel spokesman Bill Calder (Bill Calder) said in an e-mailed statement.
In the usual case, the release of the Windows operating system will always be accompanied by the introduction of hundreds of new devices. Windows 8 release, hardware vendors in delivering PC and notebook design this aspect of the performance is better than the delivery of the Tablet PC. Although very few types of tablet PCs available on the market, but Microsoft has confirmed a total of 1500 kinds of equipment are based on the Windows 8 operating system running.
According to a report released last week by market research firm NPD Group show, since after the release of Windows 8, Windows PC (including Tablet PC), retail sales in the U.S. market over the same period last year fell by 21%, this data is statistics derived based on the sample survey of retailers, not including the Microsoft retail sales data, which is not included in the sales of the Microsoft Surface Tablet PC's. The report pointed out that the reason for this decline, largely because the notebook sales year-on-year decline of 24%, has its roots in many consumers choose to buy a Tablet PC; This means that Microsoft must provide extensive product line and Guaranteed availability, it has become more important.
Early signs
Even ago, Microsoft released Windows 8 operating system have been early indications that the Tablet PC products based on such a system would be scarce. Windows RT, Microsoft able to produce the number of computer makers based on the system's equipment is limited, the company has set up a project, the contents of each of the three Windows RT system processor chip manufacturers can select two computer manufacturers to cooperate, is to put a total of six kinds of Windows RT devices including Tablet PC, including Microsoft's own Surface.
Chip manufacturers, only Nvidia with its PC vendor partners launched in October, when the release of the new version of the Windows system the Windows RT Tablet PC. Texas Instruments did not launch the Windows RT tablet PCs based on its chips, because its hardware partners Toshiba component supply problems and canceled the plan on the grounds. At the same time, HP chose not to produce Windows RT Tablet PC.
Microsoft had initially said, the Dell Windows RT Tablet PC will be available in October, but in the end this equipment in December was officially listed, but the user can book. Samsung spokesman, said Cho Sung In RT Tablet PC, the company's Windows "in the coming weeks" released Samsung Originally planned to be launched in October this equipment.
Intel device
More devices based on Intel chips will also be listed. ZTE spokeswoman Jackie Jiang said, the company developed the Tablet PC will be listed in the first quarter of next year.
Windows 8 operating system released a few weeks ago, have one of the sources familiar with the matter has said, Intel has not yet completed necessary to use the Clover Trail Tablet PC chip power management software, this low-power processor is the company The latest chip designed for tablet PCs, designed to compete with the iPad's battery life. This project delivery time delay means that Microsoft failed in the Oct. 26 on-time delivery Clover Trail equipment in the next few weeks.
Intel said that the user can be pre-ordered from Dell, HP, Lenovo and Asus Clover Trail Tablet PC.
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