Riding a wave of change — how PC vendors are adapting to the influence of mobile devices
 

Riding a wave of change — how PC vendors are adapting to the influence of mobile devices

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The TBR Computing research team invites you to view a previously invitation-only webinar that aired on July 23, 2013, for a guided recap and analysis of vendor performance and market trends as ...

The TBR Computing research team invites you to view a previously invitation-only webinar that aired on July 23, 2013, for a guided recap and analysis of vendor performance and market trends as reported in TBR’s 1Q13 Computing Devices Benchmark.

Analyst Jack Narcotta shared his perspectives on the latest results and provided webinar attendees with additional insight into the performance and future of the devices market. He then opened the floor for questions from the audience related to this research.

Questions for discussion included:

•In what ways is the lengthening life cycle of the traditional PC affecting the go-to-market strategies and product development strategies of Windows PC companies?
•Which vendors are positioning to adapt to this rapidly changing marketplace?
•What factors — including product, software, and consumer and enterprise usage habits — are poised to hinder, or accelerate, a vendor’s travels through computing, tablet and mobile ecosystems?

For more information contact us at marketing@tbri.com

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Riding a wave of change — how PC vendors are adapting to the influence of mobile devices Riding a wave of change — how PC vendors are adapting to the influence of mobile devices Presentation Transcript

  • TBR’s Computing Business QuarterlySM Research Highlights and Outlook Technology Business Research (TBR) Quarterly Webinar Series July 23, 2013
  • 2 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Computing Business Quarterly Research Highlights and Outlook: Webinar Presenter Jack Narcotta Analyst – Computing Business Quarterly (CBQ) Mobile Ecosystems (Android, iOS, Windows, BlackBerry) PCs Tablets Smartphones Thick/Thin/Zero Clients Twitter: @JackN_TBR Email: jack.narcotta@tbri.com
  • 3 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  Computing Devices Landscape  1Q13 and 2H13 Outlook  The definition of “PC” now includes Android  Small tablets are driving huge growth  Emerging markets may be a Pyrrhic victory smartphone vendors CBQ Research Highlights and Outlook: Agenda Desktop PCs Tablets Smartphones Notebook PCs TBR’s Devices Benchmark provides analysis and insight into the strategies and influence of leading PC, tablet and smartphone makers
  • 4 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  Hyper-competitive, but less lucrative, APAC markets are the nexus of smartphone vendors’ strategies  Dominance in this competitive pricing environment will come at the expense of revenue and margins. New devices and operating systems, and emerging market demand are dictating Computing Devices Benchmark vendors' decisions and actions CBQ 1Q13 Research Highlights and 2013 Outlook Computing Devices Vendor Trends for 2013  New form factors and devices built on Android or Chrome OSes aim to reignite PC demand.  Customers remain curious and enterprises remain hesitant about Chromebooks.  Tablets are upsetting the established order and influencing go- to-market and R&D strategies.  5-, 7- and 8-inch tablets are the primary drivers behind the market’s explosive growth.IMAGE SOURCE: WIKIPEDIA IMAGE SOURCE: FORTUNE.COM IMAGE SOURCE: GIZMODO.COM
  • 5 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Smartphone vendors continue to dominate the devices marketplace, forcing PC vendors to reassess their strategies to reignite growth CBQ 1Q13 Research Highlights and Outlook: The Devices Landscape  Samsung and Apple will continue to own the majority of revenue and profit  Only PC companies with larger scale are able to ride out the tumultuous PC marketplace
  • 6 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  PC vendors will augment product portfolios with multiple operating systems and new form factors.  Vendors will focus on add-on sales of “outside the box” software, peripherals and services to boost revenues. CBQ 1Q13 Research Highlights and 2013 Outlook - PC PC Vendor Trends for 2013  Windows 8 is hampering efforts vendors to stabilize revenue and profit, leaving vendors scrambling to find ways to grow revenue.  The PC market place remains a profitable business, but at a potentially heavy cost to smaller vendors.  Vendors with larger scale will tolerate ever-lower margins as the market remains in free-fall.  Low-margin notebook and desktop PC business segments are in jeopardy. PC vendors are positioning devices to better match market demand, but they will be challenged to reignite revenue and profit growth IMAGE SOURCE: GIZMODO.COM IMAGE SOURCE: AMAZON.COM IMAGE SOURCE: TECHCRUNCH.COM
  • 7 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. CBQ 1Q13 Research Highlights: Key Trends - PC Product refreshes and blitzkrieg marketing strategies propelled growth for leading PC vendors in 1Q13 PCs are posting positive margins, but market contraction is shrinking profit gains
  • 8 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  Tablets in the enterprise remain an enigma, as they are not yet direct replacements for traditional PCs.  The struggle of Windows 8 in consumer markets has a ripple effect on the perception of its tablet PCs in the enterprise. CBQ 1Q13 Research Highlights and 2013 Outlook - Tablets Tablet Vendor Trends for 2013  Samsung and Apple are closing the gap between themselves and Microsoft in the enterprise.  Rival vendors will bundle tablet, PC and smartphone bundles into solutions for specific uses or vertical markets. The slow start of Windows 8 enables Apple and Samsung to make inroads into the enterprise tablet market  The ubiquity of Office is emerging as a key differentiator for Microsoft.  Windows 8 tablet PCs with bona fide Office applications will expand Microsoft’s role in the enterprise. IMAGE SOURCE: THEVERGE.COM IMAGE SOURCE: SHUTTERSTOCK.COM IMAGE SOURCE: FORBES.COM
  • 9 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. CBQ 1Q13 Research Highlights: Key Trends - Tablets Low-cost Android tablets from APAC-based vendors are erasing Apple’s lead at the expense of their profits Apple’s hold on the tablet marketplace is loosening as Android OEMs jockey for position
  • 10 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. CBQ 1Q13 Research Highlights and 2013 Outlook - Smartphones Larger smartphones will play an increasing role and blur the boundary with tablets  Android smartphone OEMs are targeting feature phone customers bases in emerging markets to drive growth.  Hyper-competitive emerging markets will limit profit and revenue growth of market leaders. To position for growth in emerging economies, dominant smartphone vendors leverage their heft in developed markets  Growth of market leaders Apple and Samsung is slowing as developed markets approach saturation.  Competitive in emerging markets will drive smartphone pricing down further, speeding a march towards commoditization.  Vendors will utilize sales and marketing resources to establish footholds with carriers in emerging markets.  A captive audience of subscribers allows for insight into product and software development to lock-in customers. IMAGE SOURCE:: BUSINESSINSIDER.COM IMAGE SOURCE: GIZMODO.COM IMAGE SOURCE: REI.COM
  • 11 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. China- and Japan-based Android OEMs continue to gain market share at the expense of generating profit on par with market leaders CBQ 1Q13 Research Highlights: Key Trends - Smartphones Android is flooding the marketplace, erasing first-generation smartphone market share
  • 12 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  Competitive, less lucrative APAC markets are the nexus of smartphone vendors’ strategies  Dominance in this ultra-competitive pricing environment may result in lost profits and thin or negative margins. New devices and operating systems, and emerging market demand are dictating Computing Devices Benchmark vendors' decisions and actions CBQ 1Q13 Research Highlights and 2013 Outlook Computing Devices Vendor Trends for 2013  New form factors and devices built on Android or Chrome OSes aim to reignite PC demand.  Customers remain curious and enterprises remain hesitant about Chromebooks.  Tablets are upsetting the established order and influencing go- to-market and R&D strategies.  5-, 7- and 8-inch tablets are the primary drivers behind the market’s explosive growth.IMAGE SOURCE: WIKIPEDIA.ORG IMAGE SOURCE: BLOOMBERG.COM IMAGE SOURCE: GIZMODO.COM
  • 13 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc.  How handset vendors are leveraging the feature phone market to build brand awareness and a customer base for smartphone sales  Understanding how emerging markets will drive handset development and go-to-market strategies Traditional PC paradigms are being uprooted by a flood of consumer tablets into emerging and developed markets CBQ 1Q13 Research Highlights Computing Devices Focus Areas for 2Q13  The emergence of simple, low-cost cloud-connected devices  How Windows 8 will counter the consumerization of the enterprise  Analyze vendors’ approach to the low-cost tablet space and the convergence of tablets with large-screen smartphones  Determine x86-based Windows 8 tablets will be successful IMAGE SOURCE: GIZMODO.COM IMAGE SOURCE: PHONEARENA.COM IMAGE SOURCE: FORBES.COM
  • 14 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. For additional information, please contact: John Spooner James McIlroy Director, Computing Practice Vice President of Sales john.spooner@tbri.com mcilroy@tbri.com Jack Narcotta Analyst – CBQ @JackN_TBR jack.narcotta@tbri.com Technology Business Research, Inc. Hampton, N.H. Twitter: @TBRInc SlideShare: www.slideshare.net/tbr_market_insight YouTube: www.youtube.com/user/TBRIChannel LinkedIn: www.linkedin.com/company/technology-business-research CBQ Quarterly Research Highlights and Outlook: Q & A Questions? Ezra Gottheil Principal Analyst - CBQ @egottheil ezra.gottheil@tbri.com
  • 15 TBR Quarterly Webinar Series | 7.23.13 | www.tbri.com | ©2013 Technology Business Research, Inc. Thank you, and see you next quarter! www.tbri.com @TBRinc
  • About TBR Technology Business Research (TBR) is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and professional services vendors. Serving a global clientele, TBR provides timely and accurate market research and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information 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. Contact Us 1.603.929.1166 info@tbri.com www.tbri.com 11 Merrill Drive Hampton, NH 03842 USA 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. Technology Business 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 not and 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 report is copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.