TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.TBR’s Computing Business QuarterlySMResearch Highlights and OutlookTechnol...
TBR2 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Computing Business Qu...
TBR3 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Computing Devices L...
TBR4 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Companies with wide...
TBR5 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Smartphone vendors Sa...
TBR6 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Chromebooks provide...
TBR7 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Hig...
TBR8 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Windows 8 tablets, ...
TBR9 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Hig...
TBR10 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Hi...
TBR11 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Demand for smartphon...
TBR12 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Companies with wid...
TBR13 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. How handset vendor...
TBR14 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.For additional infor...
TBR15 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Thank YouCBQ 4Q12 Re...
TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.About TBRTechnology Business Research (TBR) is a leading independent techn...
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Gaining a foothold in the shifting sands of the devices marketplace - Insights from TBR’s 4Q12 Devices Benchmark

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The TBR Computing research team recorded a webinar on April 11, 2013, recapping vendor performance and trends as reported in TBR's 4Q12 Devices Benchmark. This deck was used in that presentation.

Analyst Jack Narcotta and Executive Analyst Ezra Gottheil shared their perspectives on the latest results and provided webinar attendees with additional insight into the performance and future of the devices market. They then fielded questions from the audience related to this research.

Discussion topics included:

•What go-to-market strategies and product portfolios are being utilized to create opportunities and displace rivals in the post-PC era?
•Which vendors are leading the charge towards a four-screen consumer strategy, and why?
•Which companies are lagging behind their competition, and why?

For more information visit www.tbri.com

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Gaining a foothold in the shifting sands of the devices marketplace - Insights from TBR’s 4Q12 Devices Benchmark

  1. 1. TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.TBR’s Computing Business QuarterlySMResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesApril 11, 2013
  2. 2. TBR2 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Computing Business Quarterly Research Highlights and Outlook: Webinar PresenterJack NarcottaAnalyst – Computing Business Quarterly (CBQ) Mobile Ecosystems (Android, iOS, Windows, BlackBerry) PCs Tablets Smartphones Thick/Thin/Zero ClientsTwitter: @JackN_TBREmail: jack.narcotta@tbri.comEzra GottheilExecutive Analyst - Computing Business Quarterly (CBQ) PCs Tablets Social MediaTwitter: @egottheilEmail : ezra.gottheil@tbri.com
  3. 3. TBR3 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Computing Devices Landscape 4Q12 and 2013 Outlook The PC isn’t dead, but it needs to evolve Tablets are an important influencer Mobility, not just smartphones, is dictatingsuccessCBQ Research Highlights and Outlook: AgendaDesktop PCsTabletsSmartphonesNotebook PCsTBR’s Devices Benchmark provides analysis and insight into the strategiesand influence of leading PC and mobile device makers
  4. 4. TBR4 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Companies with wider stables of devices that embrace or focuson mobile technology are better positioned to adapt to change. Alternative operating systems provide new paths to revenueand new customers for PC vendors.Aggressive PC vendors will fill ecosystems with innovative productsto succeed against mobile and tablet rivalsCBQ 4Q12 Research Highlights and 2013 OutlookComputing Devices Vendor Trends for 2013 PCs remain essential, powerful tools but are being used less. PC-centric vendors need to change their strategies from insulateto innovate. Tablets are exerting a tremendous amount of influence inenterprise computing. Business software compatibility and security controls areparamount, something Android and iOS tablets have yet to offer.IMAGE SOURCE: WIKIPEDIAIMAGE SOURCE: HP.COMIMAGE SOURCE: GIZMODO.COMIMAGE SOURCE: NEOWIN.NET
  5. 5. TBR5 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Smartphone vendors Samsung and Apple control the devicesmarketplace, leaving other vendors scrambling for stabilityCBQ 4Q12 Research Highlights and Outlook: The Devices Landscape Smartphones own – and will continue to own – the lion’s share of revenue and profits PC revenue and profits are shrinking; larger Windows OEMs are well-protected againstcompetition from smaller rivals$-$20,000,000$40,000,000$60,000,000$80,000,000$100,000,000$120,000,0004Q11 1Q12 2Q12 3Q12 4Q12InThousandsUSDCalendar QuarterDEVICE ECOSYSTEM REVENUE POOLTBRSOURCE: TBR DEVICES ECOSYSTEM STUDY FOR MICROSOFT$-$5,000,000$10,000,000$15,000,000$20,000,000$25,000,0004Q11 1Q12 2Q12 3Q12 4Q12InThousandsUSDCalendar QuarterDEVICE ECOSYSTEM PROFIT POOLSmartphoneTabletDesktopNotebookSOURCE: TBR DEVICES ECOSYSTEM STUDYFOR MICROSOFTTBR
  6. 6. TBR6 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Chromebooks provide PC-centric vendors the opportunity to re-establish themselves in cloud- and mobile-computing. Consumers will slowly embrace Windows 8 throughout theyear, while businesses will continue to delay purchases through2H13.CBQ 4Q12 Research Highlights and 2013 Outlook - PCPC Vendor Trends for 2013 PCs remain the hub of computing activities, but Windows 8 ishindering purchases of secondary and tertiary devices. The emergence of Chrome OS-powered Chromebooks will providean opportunity to remedy struggling consumer PC businesses. Chromebooks’ revenue impact will be limited through 1H13, butPC vendors will use them as an entry point into their portfolio. Much like traditional PC vendors, Chromebook vendors willintegrate software and services as differentiators.PC vendors are expanding beyond Windows into Google’s ecosystem tocreate revenue streams for their struggling consumer PC businessesIMAGE SOURCE: DVICE.COMIMAGE SOURCE: SAMSUNG.COMIMAGE SOURCE: HP.COM
  7. 7. TBR7 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Highlights: Key Trends - PCMobile-centric device vendors with established footholds in emergingmarkets will retain leadership positionsPC vendors post positive gross margins, but the pool of profit is shrinking
  8. 8. TBR8 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Windows 8 tablets, such as the Pro, aim to bridge the gapbetween consumer and commercial usage models. The unified OS experience across PC, tablet and smartphoneswill streamline enterprise deployments of Windows 8.CBQ 4Q12 Research Highlights and 2013 Outlook - TabletsTablet Vendor Trends for 2013 Samsung’s SAFE and KNOX security initiatives are threats toWindows 8 tablets. Apple’s iPads are a fixture in 94% of the Fortune 500.Windows 8 tablets will open the enterprise tablet market for PC vendors,but Android and iOS tablets have already established beachheads Enterprise tablet computing remains in flux, a stark contrast toconsumer markets. Commercial entities continue to weigh the benefits of allowingconsumer-grade devices into their networks.IMAGE SOURCE: SAMSUNG.COMIMAGE SOURCE: MICROSOFT.COMIMAGE SOURCE: TECHTARGET.COM
  9. 9. TBR9 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Highlights: Key Trends - TabletsSmaller, lower-cost Android tablets are eroding Apple’s market share, butthe company’s devices remain the gold standard for profitsAndroid tablets are poised to overtake Apple’s iPads in 2013 as users evaluate Windows 8
  10. 10. TBR10 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.CBQ 4Q12 Research Highlights and 2013 Outlook - SmartphonesAndroid OEMs remain on the offensive, driving down pricing to fuel market dominance Android smartphone OEMs are targeting feature phone customersbases in emerging markets to drive growth. In 2016 smartphones will outnumber feature phones 2-to-1.To position for growth in emerging economies, dominant smartphonevendors leverage their heft in developed markets Windows Phone is gaining traction, but is struggling to riseabove a flood of lower-cost alternatives from Android OEMs. HTC, Nokia, Motorola and RIM are vulnerable.IMAGE SOURCES: RIM, NOKIA Android OEMs will design products specifically intended toattack Nokia and RIM (BlackBerry) in China and India. Samsung’s Rex smartphone-like feature phones are $75 andappeal to users seeking to upgrade from less-capable devices.IMAGE SOURCE: GEEK.COMIMAGE SOURCE: FINANCE.YAHOO.COM
  11. 11. TBR11 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Demand for smartphones from Chinese consumers is fueling torrid marketshare growth but hindering profitability of smaller Android OEMsCBQ 4Q12 Research Highlights: Key Trends - SmartphonesMobile vendors with a broad product portfolio are well-positioned in emerging markets
  12. 12. TBR12 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Companies with wider stables of devices that embrace or focuson mobile technology are better positioned to adapt to change. Alternative operating systems provide new paths to revenueand new customers for PC vendors.Aggressive PC vendors will fill ecosystems with innovative productsto counter mobile and tablet rivalsCBQ 4Q12 Research Highlights and 2013 OutlookComputing Devices Vendor Trends for 2013 PCs remain essential, powerful tools but are being used less. PC-centric vendors need to change their strategies from insulateto innovate. Tablets are exerting a tremendous amount of influence inenterprise computing. Business software compatibility and security controls areparamount, something Android and iOS tablets have yet to offer.IMAGE SOURCE: WIKIPEDIAIMAGE SOURCE: HP.COMIMAGE SOURCE: GIZMODO.COMIMAGE SOURCE: NEOWIN.NET
  13. 13. TBR13 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc. How handset vendors are leveraging the feature phone marketto build brand awareness and a customer base for smartphonesales Understanding how emerging markets will drive handsetdevelopment and go-to-market strategiesNew form factors and evolving usage patterns are disrupting the PClandscape, creating growth opportunities for device vendors in 2013CBQ 1Q13 Research HighlightsComputing Devices Focus Areas for 1Q13 The emergence of simple, low-cost cloud-connected devices How Windows 8 will counter the consumerization of theenterprise Analyze vendors’ approach to the low-cost tablet space and theconvergence of tablets with large-screen smartphones Determine how Windows RT and x86-based Windows 8 tabletswill be successfulIMAGE SOURCE: HOUSELTECH.COMIMAGE SOURCE: FORBES.COMIMAGE SOURCE: BETANEWS.COM
  14. 14. TBR14 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.For additional information, please contact:John Spooner James McIlroyDirector, Computing Practice Vice President of Salesjohn.spooner@tbri.com mcilroy@tbri.comJack NarcottaAnalyst – Computing GroupTwitter: @JackN_TBREmail: jack.narcotta@tbri.comTechnology Business Research, Inc.Hampton, N.H.Twitter: @TBRIncSlideShare: www.slideshare.net/tbr_market_insightYouTube: www.youtube.com/user/TBRIChannelLinkedIn: www.linkedin.com/company/technology-business-researchCBQ Quarterly Research Highlights and Outlook: Q & AQuestions?Ezra GottheilExecutive Analyst - Computing GroupTwitter: @egottheilEmail : ezra.gottheil@tbri.com
  15. 15. TBR15 TBR Quarterly Webinar Series | 4.11.13 | www.tbri.com | ©2013 Technology Business Research, Inc.Thank YouCBQ 4Q12 Research Highlights and 2013 Outlook
  16. 16. TBRT ECH N O LO G Y B U SIN ESS RESEARCH , IN C.About TBRTechnology Business Research (TBR) is a leading independent technologymarket research and consulting firm specializing in the business and financialanalyses of hardware, software, networking equipment, wireless, portal andprofessional services vendors.Serving a global clientele, TBR provides timely and accurate market researchand business intelligence in formats that are tailored to clients’ needs. Ouranalysts are available to further address client-specific issues or informationneeds on an inquiry or proprietary consulting basis.TBR has been empowering corporate decision makers since 1996.To learn how our analysts can address your unique business needs, pleasevisit our website or contact us today.Contact Us1.603.929.1166info@tbri.comwww.tbri.com11 Merrill DriveHampton, NH 03842USAThis report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. TechnologyBusiness Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is notand should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This reportis copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.

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