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Windows XP Expiration Strengthens PC Market

August 29th, 2014 Comments off

PC market StrengthensWe continue to hear supply-chain indications of continued PC strength, which is consistent with Hewlett-Packard’s recently reported results, where upside was driven by PCs, with North America showing the greatest strength. More interesting is that the supply-chain indicated such strength is continuing, albeit at a decelerating rate following the Windows XP expiration.

Our view is that this continued Read more…

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Windows 8 NoteBooks Taking MarketShare from ChromeBook

August 12th, 2014 Comments off

Windows 8 NoteBooksChromebook has been a key driver of improved consumer demand in the US and Europe. The new low-end Windows notebook PC models are entering the market and, as a result, the sub-USD300 models now account for 70% of the top-10 best-seller list on Amazon’s US website, versus 60% in July. Brand concentration is accelerating: Acer, Asustek, HP and Lenovo dominate the top-10 sellers.

Chromebook has been a key driver of improved consumer demand in the US and Europe PC markets in 1H14. Interestingly, the new low-end Windows notebook PC models are starting to gain ground with accelerated growth momentum.

The Following Read more…

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Microsoft Leads in Enterprise IT ahead of Motorola Solutions

September 7th, 2013 Comments off

Enterprise IT - Microsoft LeadsThe Enterprise segment remains pressured as organizations continue to sweat their IT hardware assets longer and IT spending remains muted. Specifically to MSI, the Microsoft transition to Windows 8 on enterprise grade tablets/mobile communication is also impacting enterprise segment growth rates.

MSI does have Android and HTML5 alternative offerings but Microsoft remains the predominant offering in enterprises and current expectations for enterprise grade Windows 8 is likely by mid-2014. Microsoft’s recent announcement to acquire Nokia’s handset business suggests it remains committed to Read more…

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PC Pricing to be Aggressive to Grab Volumes

June 22nd, 2013 Comments off

Aggressive PC Sales PricingRecent industry developments point to growing pricing competition risks within PC OEMs. Dell has shifted its PC strategy from profit protection to market share gains. Dell’s strategic move to PC volume growth and HP’s weaker PC profitability in the recent quarter lead us to conclude that US OEMs will adopt aggressive pricing to protect PC market share. Dell’s management suggests that it might adopt a more aggressive pricing strategy to increase shares in key accounts that should provide solid cash flow and profitability for Dell over the long term. The increasing price competition risks could cap Asian PC OEMs’ margins from further expansion.

Compared with PC OEMs, we think NoteBooks [NB] ODMs are in a better position to Read more…

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Windows Blue for Tablets / SmartPhones – Microsoft’s Last Hope

March 22nd, 2013 Comments off

Windows Blue for TabletsMicrosoft’s Windows Blue suggests an accelerated pace of innovation, targeting enterprises looking to adopt a mobile strategy. Microsoft is expected to release an update codenamed “Blue” for its Windows 8 platform later this year.

If “Windows Blue” is released this year it would mark the end of Microsoft’s three-year OS upgrade cycle and speaks to the increased pace of acceleration we have been highlighting. “Windows Blue” is believed to be the first of a number of annual operating system updates to Windows 8 and is the first Windows release on an accelerated schedule.

Windows 8 is compatible with Read more…

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Huawei, ZTE China SmartPhones Moving toward Premium & US market – CES 2013

January 11th, 2013 Comments off

Huawei ZTE Luxury SmartPhones to USAAt the International Consumer Electronics Show (CES) in Las Vegas, we see key trend of Chinese SmartPhone Manufacturers Moving towards Premium Segment and the USA. Huawei and ZTE launched new flagship models with advanced features including 5-inch full HD (1080p) display and 13MP camera modules in order to enter the mid-range smartphone (above USD300) market globally.

ZTE said it has seen strong US smartphone shipment volume growth since the start of 2012. Its US share has reached about 5% in 3Q12 vs. below 1% a year ago.

Huawei D2 is a 5-inch full HD model based on Huawei’s proprietary chipset and has a 13MP camera. Huawei Mate is a 6.1-inch model Phablet, also based Read more…