Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
1
Ajay Singh
Mpahiseng Nondo
Yong He
Yu Liu
Tablet Market
Investment Analysis
2© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
INVEST IN GOOGLE
– Android will ...
3© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Industry Analysis
Competitor Ana...
4© Copyright 2009 EMC Corporation. All rights reserved.
Industry Analysis
PC Industry
PC Market Segmentation
PC Market Sha...
5© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis
Industry Analysis
Personal Comput...
6© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis
Market Segmentation
Global PC Mar...
7© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis
Market Share
Tablet Market Share
...
8© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Tablet Market: Shipment in 2011-...
9© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Rivalry
High Growth
Opportunitie...
10© Copyright 2009 EMC Corporation. All rights reserved.
Competitor Analysis
iPad Apple
Android Google
Playbook RIM
Window...
11© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Tablet Platform Feature Compari...
12© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Android
Advantages
Open-source ...
13© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Advantages
Value Chain and Ecos...
14© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
PlayBook
Advantages
Dominant pl...
15© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Windows 8
Advantages
Support bo...
16© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
WebOS
Advantages
Will supports ...
17© Copyright 2009 EMC Corporation. All rights reserved.
Platform Evaluation
Industry S-Curse
Landscape of the Technology
...
18© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Industry S-Curve &
Landscape of...
19© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Uniqueness & Complementary Asse...
20© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
New Product Development
Breakth...
21© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Future Development and Availabl...
22© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Technological Trends
– Post PC ...
23© Copyright 2009 EMC Corporation. All rights reserved.
Recommendation
Key Success Factors
Recommendation
24© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Key Success Factors
Key success...
25© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Key Success Factors
Key success...
26© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Recommendation
Long-Term
Androi...
27© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Q&A
28© Copyright 2009 EMC Corporation. All rights reserved.
Tablet Market Investment Analysis
Thank You !
Upcoming SlideShare
Loading in …5
×

Tablet Market: Investment Analysis

2,698 views

Published on

This is a group presentation for the Summer 2011 class of Strategic Management of Technology based firms, SchulichSchool of Business

Published in: Business, Technology
  • Be the first to comment

  • Be the first to like this

Tablet Market: Investment Analysis

  1. 1. 1 Ajay Singh Mpahiseng Nondo Yong He Yu Liu Tablet Market Investment Analysis
  2. 2. 2© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis INVEST IN GOOGLE – Android will continue to build momentum around mobile ecosystem – 500k daily activations in June 2011 – Installed base on Android expected to grow to 1.3bn by 2014 – Monetization Opportunities  Mobile search  Click to call  App royalties  Longer term, perhaps a licensing model Conclusion
  3. 3. 3© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Industry Analysis Competitor Analysis Key Success Factors Recommendation Q&A Agenda
  4. 4. 4© Copyright 2009 EMC Corporation. All rights reserved. Industry Analysis PC Industry PC Market Segmentation PC Market Share Tablet Market Share Tablet 5 Force Analysis
  5. 5. 5© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis Industry Analysis Personal Computer Industry – Desktop PCs – Portable PCs  Laptops  Netbooks  Tablet Expected to reach a value of $163.8 B by 2014 “post-PC” world ??
  6. 6. 6© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis Market Segmentation Global PC Market – Mobile PC: 54.3% – Desktop PC: 45.7% Geographically – Americas: 42.3% – Europe: 30.8% – Asia-Pacific: 27% 35% of tablet sales will replace PC sales in 2011 (Goldman Sachs) Expected 50-80 million tablet unit sales Cannibalization of netbook segment
  7. 7. 7© Copyright 2009 EMC Corporation. All rights reserved.Tablet Market Investment Analysis Market Share Tablet Market Share – Apple dominates tablet segment with 83.9% stake – Google Android’s has only 14.2% stake Gartner estimates for 2015 – Apple’s iOS: 47.1% – Google’s Android: 38.6% – RIM’s Playbook: 10% – HP’s WebOS: 3% PC market share – Hewlett-Packard leads the pack – Apple – Niche Player
  8. 8. 8© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Tablet Market: Shipment in 2011-2014
  9. 9. 9© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Rivalry High Growth Opportunities Competition is high Buyer Power Considerable product differentiation HW specifications are being standardized Moderate Buyer Power New Entrant Open source Android platform reduces barriers to entry HP is looking to license its WebOS platform Supplier Power Communication and processor chip vendor hold reasonable power Low switching cost for components Moderate Supplier Power Substitutes Still evolving form factor Intel introduced ultrabook Substitute threat is high Tablet Industry: Five Force Analysis
  10. 10. 10© Copyright 2009 EMC Corporation. All rights reserved. Competitor Analysis iPad Apple Android Google Playbook RIM Windows 8 Microsoft WebOS HP
  11. 11. 11© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Tablet Platform Feature Comparison
  12. 12. 12© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Android Advantages Open-source project Speedy innovation and time to market Expected Mobile Advertising business of $1.3 B by 2012 Leader in the smartphone market with 40% stake Technology Strategy Develop a strong ecosystem Drive adoption of mobile platform Customer in focus: Software Developers Challenges Security and interoperability issues No Common Android experience Privacy concerns Weak patent portfolio in communications Core Competencies Great brand name Optimization of its search business Value Added cloud services Huge pool of R&D talents Google
  13. 13. 13© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Advantages Value Chain and Ecosystem Hardware Excellence Customer Value and the User Experience Go-to-Market Capabilities Brand Value, Retail channels. Technology Strategy Capitalize on the convergence of the PC, digital consumer electronics and mobile communications Leverages its unique ability to design its own operating system, hardware, application software, and services Develop new products and solutions with superior ease-of-use, seamless integration, and innovative industrial design Challenges Security Limited Enterprise Applications High Total Cost of Ownership (TCO) Core Competencies Apple's Hardware + Software iTunes & Digital Asset Management Apple's Retail Stores Apple iPad
  14. 14. 14© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis PlayBook Advantages Dominant player in the enterprise mobile market Existing BlackBerry infrastructure to leverage Long list of excellent features and hardware specs Technology Strategy Leverage BB infrastructure: BES, Push email Powerful QNX –multi-task, real-time, fluid UI Challenges Smaller eco system, less apps Missing some key functionalities: native email client Lack of effective marketing strategy Core Competencies Secure and encrypted transmission Existing BlackBerry infrastructure Vast and loyal customer base Strong R&D and engineering capability RIM
  15. 15. 15© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Windows 8 Advantages Support both PC and tablets seamlessly Redesign UI, optimized for touch screen Huge Windows eco system to leverage Technology Strategy New designed from scratch for gestures and touch. Develop once, run on both PC and tablets Run old Windows apps easily Disadvantages Struggling with tablets, failed previous products Tablets <> PC Too late to the market Core Competencies Dominant position in PC, Windows apps Extensive marketing channels, big brand Established partnership network Excellent R&D and engineering capability Microsoft
  16. 16. 16© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis WebOS Advantages Will supports both new and old products Player in both enterprise and consumer markets Can use the existing huge PCs customers as a stating base for their sales Technology Strategy Run on both PCs and the Touchpad Runs Windows and OS system Will license OS to hardware manufacturers Disadvantages Less apps HP is too late into a crowded market Touchpad is based on a platform from a failed company Core competences dominant position in the global PC and printer hardware Huge brand awareness Strong R&D and engineering capability HP
  17. 17. 17© Copyright 2009 EMC Corporation. All rights reserved. Platform Evaluation Industry S-Curse Landscape of the Technology Adoption Life-Cycle Uniqueness & Complementary Assets over the Life Cycle Future development and Available Apps Future Trends of Tablet
  18. 18. 18© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Industry S-Curve & Landscape of the Technology Adoption Life-Cycle
  19. 19. 19© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Uniqueness & Complementary Assets over the Life Cycle: Ferment Takeoff Maturity Uniqueness Complementary Assets
  20. 20. 20© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis New Product Development Breakthrough Platform Derivative Support New Core Value New Benefits Improved Benefits Variation Radical Next Generation Incremental Base EnablingTechnology Market Perception
  21. 21. 21© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Future Development and Available Applications
  22. 22. 22© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Technological Trends – Post PC era  Mobility + Portability – Changed User Behaviors – Consumerization of technology drive Tablet within the enterprise.  Functionality and business process integration  User factors  System integration  Application architecture  Management and security Business Trends – Business Challenges and Opportunities – Market Implications Future Trends of Tablet Industry
  23. 23. 23© Copyright 2009 EMC Corporation. All rights reserved. Recommendation Key Success Factors Recommendation
  24. 24. 24© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Key Success Factors Key success Criteria Weighting iPad Andriod Playbook Windows 8 WebOS Hardware (15%) USB Port/SDCard 1% 0 5 4 4 2 Batter Life 4% 5 4 4 3 3 Weight 3% 4 3 5 3 3 Sensor(Accelerometer /Gyroscope etc) 4% 5 5 3 4 4 GPS/Compass 1% 5 5 5 5 5 Connecttivity (15%) Wifi/Bluetooth 3% 5 5 5 5 5 3G/4G 5% 3 4 3.5 2 2 Security 7% 4 3 5 3 3
  25. 25. 25© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Key Success Factors Key success Criteria Weighting iPad Andriod Playbook Windows 8 WebOS User Interface (15%) Screen (Quality and Size) 4% 5 5 4 4 4 Front/Back Cameras 3% 3 5 5 4 3 Multitouch 7% 5 4 4 4 4 Handwriting Recognition Enabled 1% 0 3 0 3 0 Application and Management (26%) User Experience 10% 5 4 3.5 3.5 3 Appliation Capability 2% 5 5 3 3 3 Adobe Flash 2% 0 4 5 4 5 Number of Application 8% 5 5 3 2 2 Secure Access Client 2% 4 3 5 4 3 Remote Manageablity 1% 4 4 5 4 3 Platform Eco-System (20%) 20% 3 5 2 3 2 Value-added Service (12%) Content (e-book, music etc) 6% 5 4 2 3 3 Cloud service 6% 5 5 4 3 2
  26. 26. 26© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Recommendation Long-Term Android ! But Patent Short-Term iPad
  27. 27. 27© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Q&A
  28. 28. 28© Copyright 2009 EMC Corporation. All rights reserved. Tablet Market Investment Analysis Thank You !

×