TBR’s Computing Business QuarterlySMResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar Se...
Computing Business Quarterly Research Highlights and Outlook: Webinar Presenters                       TBR                ...
Agenda:                                                                                                        TBR•       ...
Computing Device Platform Overview                              TBREach platform has a unique culture and approach which s...
CBQ 3Q12 Research Highlights and 2013 Outlook                    TBRChinese PC and smartphone vendors are winning growing ...
CBQ 3Q12 Research Highlights: Key Trends                        TBRDemand in emerging markets helped support growth for lo...
CBQ 3Q12 Research Highlights and 2013 Outlook                     TBRWindows 8 PC makers offer customers a variety of choi...
CBQ 2013 Research Outlook: Key Vendors                                                                 TBRLeading vendors ...
CBQ 3Q12 Research Highlights: Key Trends                            TBRWhile Apple continues to dominate the premium consu...
CBQ 3Q12 Research Highlights and 2013 Outlook                                                               TBRInnovation ...
CBQ 3Q13 Research Outlook: Key Vendors                            TBRTablet vendors are encountering competitive pressures...
CBQ 3Q13 Research Highlights: Key Trends                       TBRChinese vendors are climbing the smartphone market ladde...
CBQ 3Q12 Research Highlights and 2013 Outlook                     TBRAndroid meets price-sensitive customers’ needs, drivi...
CBQ 3Q13 Research Outlook: Key Vendors                             TBRApple protected its customer base with the iPhone 5 ...
CBQ Practice Research Outlook: 4Q12 Research Highlights           TBRWindows 8 will continue to impact the PC and tablet s...
CBQ Practice Research Outlook: 4Q12 Research Highlights           TBRVendors that leverage software to provide a consisten...
CBQ 3Q12 Research Highlights and 2013 Outlook                                                          TBR                ...
TBR                         Ken Hyers                         Senior Analyst                         Email: ken.hyers@tbri...
About TBR                                                                                                                 ...
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TBR Computing devices benchmark review and outlook webinar deck

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The TBR Computing team research recorded a webinar on Tuesday, Feb. 5, 2013, recapping vendor performance as reported in TBR's 3Q12 Computing Data Center Benchmark, with a focus on how specific vendor, go-to-market and resource management strategies impact financial performance. TBR Senior Analyst Christian Perry shared his perspective on the results and provided additional insight into the performance and future of the data center market. This deck was used in this presentation.

Topics he addressed were:

•2012 is proving to be a watershed year for converged infrastructure, as Cisco continues to enjoy dramatic x86 server growth (61% in 3Q12) on the shoulders of its pioneering UCS converged platform and other vendors are responding by investing heavily in their converged stacks, including solutions from Dell, HP and IBM.

•Huawei achieved strong year-to-year x86 and storage revenue growth in 3Q12 by continuing to apply the low-price model of its traditional telco business to its enterprise business.

•TBR expects vendors will see improvements in revenue as x86-based converged solutions and updated proprietary models gain traction among data center customers — despite overall server market revenue being down in 3Q12 from its year-ago performance.

For more information contact us at marketing@tbri.com

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TBR Computing devices benchmark review and outlook webinar deck

  1. 1. TBR’s Computing Business QuarterlySMResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesJan. 30, 2013 TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .
  2. 2. Computing Business Quarterly Research Highlights and Outlook: Webinar Presenters TBR Ken Hyers Senior Analyst  Smartphones  Tablets  Mobile Content Email: ken.hyers@tbri.com Twitter: @kenhyers2 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  3. 3. Agenda: TBR• Introduction• Computing Devices Platform Overview• Computing Devices Benchmark • 3Q12 and 2013 Outlook • PC Key Trends and Outlook • Tablet Key Trends and Outlook • Smartphone Key Trends and Outlook• Conclusions 3 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  4. 4. Computing Device Platform Overview TBREach platform has a unique culture and approach which shapes howvendors approach specific markets Apple will grow its base, but lose share as competition grows Amazon will build upward Apple from its entry in low-price iOS Microsoft has tablets a strong core Amazon and a Microsoft ? business- Windows centric view, but is Google challenged by Android limited reach Google is rapidly expanding at the low-end of market. Though vulnerable to competition, it will continue to benefit from competitors platforms.4 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  5. 5. CBQ 3Q12 Research Highlights and 2013 Outlook TBRChinese PC and smartphone vendors are winning growing market andrevenue share in emerging markets, creating a new competitive landscapeComputing Devices Vendor Trends for 2013  Huawei, Lenovo and ZTE are aggressively targeting BRIC markets.  Emerging markets are springboards to developed markets. IMAGE SOURCE: ETFTRENDS.COM  Demand is rising in BRIC markets for computing and mobile devices.  China is the world’s largest mobile device and PC market. IMAGE SOURCE: WIKIPEDIA  Developed markets promise greater profits, but there are high barriers to entry.  Selling feature-rich devices for less is an established and successful strategy. IMAGE SOURCE: WALLPAPER1105 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  6. 6. CBQ 3Q12 Research Highlights: Key Trends TBRDemand in emerging markets helped support growth for low-priced PCvendors, while Apple maintained its lead in premium consumer PCsWindows 8 adoption in 2013 will be slow as businesses take a cautious approach6 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  7. 7. CBQ 3Q12 Research Highlights and 2013 Outlook TBRWindows 8 PC makers offer customers a variety of choices, but strongsales will not come until later in 2013PC Vendor Trends for 2013  Windows 8 gives PC vendors new paths to reach customers, but most purchases will be deferred until later in 2013. IMAGE SOURCE: COMPUTERWORLDUK  Consumers will slowly embrace Windows 8 throughout the year, while businesses will remain cautious in 2013.  Touchscreen notebooks will be a big draw for consumers.IMAGE SOURCE: MICROSOFT  Windows 8 bridges the gap between tablets and PCs.  Business users now have a viable offering that combines the advantages of the tablet and the PC. IMAGE SOURCE: DELL 7 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  8. 8. CBQ 2013 Research Outlook: Key Vendors TBRLeading vendors will increase market share and penetrate newgeographies with targeted products and careful pricing strategies Apple Apple will leverage a robust portfolio to drive global revenue and increase market share at the expense of margin growth in 2013. It will sustain growth momentum and capture global PC and mobile device share by sacrificing between 200 and 400 basis points on its margin in 2013. Lenovo Earning a dominant share of the global PC market is a stepping stone for Lenovo as it seeks to become a major player in mobile devices. In 2013 its focus will be to market aggressively priced Android smartphones in emerging markets before eventually looking to developed markets for future growth. HP TBR believes PC revenue for HP declined as tablets eroded traditional PC market share and competition from low-priced rivals such as Lenovo increased.8 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  9. 9. CBQ 3Q12 Research Highlights: Key Trends TBRWhile Apple continues to dominate the premium consumer tablet space,low-price Android tablets and commercial tablets will threaten its shareAndroid OEMs lowered prices to drive higher unit volumes9 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  10. 10. CBQ 3Q12 Research Highlights and 2013 Outlook TBRInnovation in tablet design is giving customers more choices ascompetitors offer lower-cost alternatives to Apple’s iPadTablet Vendor Trends for 2013  Tablet vendors are targeting higher-volume sales with sub-$200 offerings.  Amazon is continuing to sacrifice device profitability in favor of long-term content revenue streams. IMAGE SOURCES: DAILYTECH, PCMAG.COM  Vendors are looking beyond the iPad for new tablet designs.  Innovative designs target large but discrete market segments. IMAGE SOURCE: TECHRADAR.TABLETS  Samsung’s Note points to a new direction in tablet design.  Huawei and others are following suit with hybrid smartphone- tablets. IMAGE SOURCE: SAMSUNG10 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  11. 11. CBQ 3Q13 Research Outlook: Key Vendors TBRTablet vendors are encountering competitive pressures, leading some tomake aggressive portfolio investments in Windows 8 devicesWindows 8 offers vendors a way to differentiate from Apple on features, not price Apple Apple introduced the 7.9-inch iPad mini and the fourth generation iPad in November, which helped boost tablet growth in 4Q12 amid rising competition from lower-cost competing tablets, such as the sub- $200 Nexus 7 and Kindle Fire. HP Despite a refreshed portfolio that includes Windows 8 tablets (which, on paper, compete with Apple’s iPad), HP will struggle to compete with mobile- centric vendors such as Apple and Lenovo. An inability to compete in the tablet market will hinder HP’s growth in the consumer segment, where its PCs and printing solutions are consistently losing market share. Acer Acer, with only a single tablet, will focus on the high- end market to support higher tablet margins. The expanded features of Acer’s tablet compared to Windows RT, iOS and Android tablets will limit direct competition with sales to business customers, allowing Acer to succeed despite a higher price.11 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  12. 12. CBQ 3Q13 Research Highlights: Key Trends TBRChinese vendors are climbing the smartphone market ladder and posethreats to smaller Android and Windows Phone OEMsWhile Chinese vendors are not yet threats to Apple and Samsung, their influence inemerging markets is growing12 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  13. 13. CBQ 3Q12 Research Highlights and 2013 Outlook TBRAndroid meets price-sensitive customers’ needs, driving market sharegains in emerging marketsSamsung’s overall dominance in Android sales and Chinese vendors’ strengths onthe low end leave little room for other vendors in emerging markets  Android vendors are targeting emerging markets to drive sales growth.  By 2015 three-quarters of all smartphones sold in emerging IMAGE SOURCE: TEQNO- LOGICAL.COM markets will be Android OS devices.  Samsung sells 40% of its smartphones, mostly Android devices, in emerging markets.  The $100 Galaxy Pocket appeals to customers upgrading from less-capable feature phones.IMAGE SOURCES: PHONEARENA.COM  Price-sensitive emerging market customers look to Huawei, Lenovo and ZTE, leaving little opportunity for other vendors.  HTC, Nokia and RIM are vulnerable. IMAGE SOURCE: FORBES13 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  14. 14. CBQ 3Q13 Research Outlook: Key Vendors TBRApple protected its customer base with the iPhone 5 as Samsung’s diverseproduct mix at many price levels fueled capture of additional market shareLenovo has emerged as a leading smartphone vendor in China’s market Apple Retail expansion is helping Apple tap into customers outside the U.S. The launch of the iPhone 5 in India and China in 4Q12 will help it to capture market and mindshare. Apple will continue to focus on retail expansion and new channel partnerships in regions Report such as China and Europe to capture additional Image 2 mindshare among local customers. Lenovo Earning a dominant share of the global PC market is a stepping stone for Lenovo as it seeks to become a major player in mobile devices. In 2013 its focus will be to market aggressively priced Android smartphones in emerging markets, before eventually looking to developed markets for future growth. Samsung Samsung will extend its dominance of the global smartphone market in 2013 as it invests in localized content to grow demand for its services in emerging markets in Africa, Latin America and Asia.14 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  15. 15. CBQ Practice Research Outlook: 4Q12 Research Highlights TBRWindows 8 will continue to impact the PC and tablet space in 2013 bycreating growth opportunities for vendorsQuarterly Focus Areas TBR Focuses • Uncover how PC vendors are leveraging Windows 8 to gain traction in theThe Impact of consumer and commercial space. Windows 8 • Discuss how Windows 8 will counter the consumerization trend. • Explore how poorly curated app stores create opportunities for PC and tabletPC and Tablet Vendor vendors. Ecosystems • Examine how cloud services and content sharing is impacting vendor revenue streams and brand loyalty. • Analyze vendors’ approaches to the low-cost tablet space and what it means to broader tablet sales strategies.Tablet Price Wars  • Uncover how the iPad mini will reshape the tablet market and impact low-cost Android tablet vendors. • Determine how Windows RT and x86-based Windows 8 tablets can succeed. • Reveal how vendors are using M&A as a lever for rapid share growth and brand penetration.Partners and M&A  • Uncover the underlying partner strategies that vendors are using to drive technology improvements and patent apprehension. • Reveal how Windows 8 tablets will target specific verticals, such as educationVertical-specific and financial institutions. Differentiation • Determine the impact content will have on vendors effectively tapping into new vertical markets.15 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  16. 16. CBQ Practice Research Outlook: 4Q12 Research Highlights TBRVendors that leverage software to provide a consistent look and feelacross devices will climb the ranks of mobile device makers Quarterly Focus Areas TBR Focuses • Discover the strategies mobile device vendors are implementing to enter or expand their presence in emerging markets. Emerging market strategies  • Explore the approaches vendors based in emerging markets are utilizing to enter into developed markets. • Evaluate whether phone-tablet hybrids will cannibalize tablets or aid Rise of large-screen smartphone vendors in extending their reach into new customer segments.  smartphones • Determine how mobile device vendors will adapt their strategies as devices with screens 5-inches or larger become the new standard. • Learn how vendors are positioning their devices versus Apple’s iPad devices to capture larger shares of the mini-tablet marketplace. Enterprise tablet strategies  • Analyze the strategies consumer-oriented tablet vendors are using to target enterprise customer bases. • Understand the consumer and vendor impacts and pitfalls of developing Mobile OS security more secure enterprise solutions for Android smartphones.  strategies • Uncover the degrees to which the major mobile operating systems are vulnerable to malware and virus threats. • Examine how the Android OEMs and Apple plan to expand their software capabilities to earn new customers and retain existing users. Going beyond the device  • Analyze the influence a curated ecosystem of mobile apps has on spurring additional revenue from sales of notebook PCs and Smart TV displays.16 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  17. 17. CBQ 3Q12 Research Highlights and 2013 Outlook TBR Questions?17 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  18. 18. TBR Ken Hyers Senior Analyst Email: ken.hyers@tbri.com Twitter: @kenhyers @TBRInc www.slideshare.net/tbr_market_insight http://www.youtube.com/user/TBRIChannel www.linkedin.com/company/technology-business-research For additional information, please contact: John Spooner James McIlroy Director, Computing Practice Vice President, Sales john.spooner@tbri.com mcilroy@tbri.com18 TBR Quarterly Webinar Series | 1.30.13 | www.tbri.com | ©2013 Technology Business Research Inc.
  19. 19. About TBR Contact Us Technology Business Research (TBR) is a leading independent technology 1.603.929.1166 market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and info@tbri.com professional services vendors. www.tbri.com 11 Merrill Drive Serving a global clientele, TBR provides timely and accurate market research Hampton, NH 03842 and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information USA needs 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, please visit our website or contact us today. TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .This 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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