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TBR’s Computing Business QuarterlySM
Webinar
Computing Devices: Changing Directions
Jan. 29, 2014

TBR

T E C H N O L O G ...
TBR’s Devices Business Quarterly Webinar: Changing Directions

Ezra Gottheil
Principal Analyst, Devices
Email: ezra.gotthe...
Overview

The devices marketplace is moving in new directions

Maturity, having struck PCs, is attacking smartphones. Tabl...
Overview

TBR

The devices market is less chaotic, and we can see where it is
going, but the same challenges remain
PC sal...
Overview

TBR

Vendors adjust to the new reality
• Device

profitability is returning

• But profit is concentrated
• Long...
PCs

TBR

PCs are pulling out of their nosedive

Counting PCs is a challenge

A new refresh is beginning

New hardware is ...
PCs

TBR

PC growth will be inconsistent going forward

• If you count Windows tablets and

Chromebooks, PC sales will gro...
PCs

TBR

PCs are diversifying

Traditional PC life cycles have lengthened

The Windows 8 problem

Multimode devices, mult...
Smartphones

TBR

Smartphones are huge, but a growth slowdown is imminent

Smartphone uptake was so fast, saturation hit f...
Smartphones

TBR

Smartphones are still a lively growth market

Always-on technology will be increasingly important

Biome...
Tablets

TBR

Tablets are more separate than ever

Apple tablets serve Apple’s strategy

Android — the entry level gets be...
Chromebooks, etc.

TBR

People want keyboards but not necessarily PCs

Chromebook sales are exploding

The platform former...
Computing Devices Benchmark: Portfolio

TBR
The Computing Devices Benchmark provides ongoing coverage of PC,
tablet and sm...
TBR Devices Business Quarterly Webinar: Changing Directions — Contact Information

Ezra Gottheil
Principal Analyst, Device...
TBR Computing Practice Syndicated Coverage

TBR

Computing Practice Syndicated Research Coverage
Device Benchmark Vendors ...
About TBR

Contact Us

Technology Business Research, Inc. is a leading independent technology
market research and consulti...
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Transformation and Convergence: Insights from TBR’s Computing Devices Benchmark

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The devices market is beginning to sort itself out. PC sales are recovering from their steep decline, and vendors are adapting to a flat market. Windows 8.1 and new processors are enabling the creation of a wide range of PC and Windows form factors at much more attractive prices. Android and iOS tablets are establishing an identity separate from PCs, Windows 8 tablets and from smartphones. The maturation of the high end of the smartphone market is driving strategy refinements from the major players. TBR Devices Principal Analyst Ezra Gottheil and Analyst Jack Narcotta will share what we learned in 3Q13 and will outline our expectations for the slightly less volatile devices market in 2014.

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Transcript of "Transformation and Convergence: Insights from TBR’s Computing Devices Benchmark"

  1. 1. TBR’s Computing Business QuarterlySM Webinar Computing Devices: Changing Directions Jan. 29, 2014 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. TBR’s Devices Business Quarterly Webinar: Changing Directions Ezra Gottheil Principal Analyst, Devices Email: ezra.gottheil@tbri.com Twitter: @egottheil Jack Narcotta Analyst, Devices Email: jack.narcotta@tbri.com Twitter: @JackN_TBR 2 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc. TBR
  3. 3. Overview The devices marketplace is moving in new directions Maturity, having struck PCs, is attacking smartphones. Tablets are breaking into separate markets. • Devices growth is slowing • Device types are proliferating • It’s harder to know where to invest 3 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc. TBR
  4. 4. Overview TBR The devices market is less chaotic, and we can see where it is going, but the same challenges remain PC sales are no longer plummeting Smartphones are hitting an inflection point Tablet sales continue to soar 4 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  5. 5. Overview TBR Vendors adjust to the new reality • Device profitability is returning • But profit is concentrated • Long-term profit models and loyalty models are elusive 5 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  6. 6. PCs TBR PCs are pulling out of their nosedive Counting PCs is a challenge A new refresh is beginning New hardware is attractive 6 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  7. 7. PCs TBR PC growth will be inconsistent going forward • If you count Windows tablets and Chromebooks, PC sales will grow • PCs are necessary devices 7 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  8. 8. PCs TBR PCs are diversifying Traditional PC life cycles have lengthened The Windows 8 problem Multimode devices, multimode users 8 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  9. 9. Smartphones TBR Smartphones are huge, but a growth slowdown is imminent Smartphone uptake was so fast, saturation hit fast Phones, like cars, come in a range of sizes And cheap phones are getting better 9 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  10. 10. Smartphones TBR Smartphones are still a lively growth market Always-on technology will be increasingly important Biometrics and payment systems Phone peripherals 10 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  11. 11. Tablets TBR Tablets are more separate than ever Apple tablets serve Apple’s strategy Android — the entry level gets better Windows tablets are PCs 11 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  12. 12. Chromebooks, etc. TBR People want keyboards but not necessarily PCs Chromebook sales are exploding The platform formerly known as RT lives It’s Apple’s move 12 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  13. 13. Computing Devices Benchmark: Portfolio TBR The Computing Devices Benchmark provides ongoing coverage of PC, tablet and smartphone vendors and their strategies TBR will rank and score the top brand-name device companies and chronicle their interactions with key ecosystem partners that influence the devices business Benchmarked Device Vendors • • • • • • • • • • Amazon Samsung ASUS Motorola LG RIM HTC Huawei Nokia ZTE • • • • • • • • • • HP Dell Apple Toshiba Panasonic Acer Lenovo Fujitsu Devices Sony Microsoft* Nonbenchmarked Influencers • • • • 13 Microsoft Google Intel AMD • • • • ARM Qualcomm NVIDIA Broadcom Technology Business Research: Computing Devices Benchmark ©2012 Technology Business Research, Inc.
  14. 14. TBR Devices Business Quarterly Webinar: Changing Directions — Contact Information Ezra Gottheil Principal Analyst, Devices Email: ezra.gottheil@tbri.com Twitter: @egottheil Telephone: 603.758.1853 Jack Narcotta Analyst, Devices Email: jack.narcotta@tbri.com Twitter: @JackN_TBR Telephone: 603.758.1818 James McIlroy Vice President of Sales Email: mcilroy@tbri.com Telephone: 603.929.1166 14 Twitter: @TBRinc SlideShare: www.slideshare.net/TBR_Market_Insight YouTube: www.youtube.com/user/TBRIChannel TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc. TBR
  15. 15. TBR Computing Practice Syndicated Coverage TBR Computing Practice Syndicated Research Coverage Device Benchmark Vendors Data Center Benchmark Vendors (Benchmark XLS data is also available) (Benchmark XLS data is also available) • • • • • • • • • • • • • • • • • • • Acer* Amazon Apple Asus* BlackBerry Dell Fujitsu HP HTC Huawei Lenovo • • • • • • • • LG Motorola* Nokia* Panasonic* Samsung* Sony Toshiba ZTE Brocade Bull Cisco Dell EMC Fujitsu HDS HP • • • • • • • • Huawei IBM Juniper NEC NetApp Oracle Quantum Unisys Corporate IT Buying Behavior & Customer Satisfaction Studies • Desktops • Notebooks • Services & Support • x86-Based Servers • Apple Enterprise PCs* • Cisco UCS* Computing Vendor Coverage • • • • • • • • • • • • • • • • Acer* Apple Asus* Dell EMC Fujitsu Google HP IBM Intel Lenovo Microsoft NetApp Samsung* Sony Toshiba *Semiannual publication 15 TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
  16. 16. About TBR Contact Us Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, telecom and enterprise network vendors, and operators. 1.603.929.1166 info@tbri.com www.tbri.com 11 Merrill Drive Hampton, NH 03842 USA Serving a global clientele, TBR provides timely and actionable 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. 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. 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.
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