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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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TBR
T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
Computing Devices: Changing Directions Jan. 29, 2014
TBR’s Computing Business QuarterlySM Webinar
TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
TBR’s Devices Business Quarterly Webinar: Changing Directions
Ezra Gottheil
Principal Analyst, Devices
Email: [email protected]
Twitter: @egottheil
Jack Narcotta
Analyst, Devices
Email: [email protected]
Twitter: @JackN_TBR
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TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
The devices marketplace is moving in new directions
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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
Overview
TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
The devices market is less chaotic, and we can see where it is going, but the same challenges remain
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Smartphones are hitting an inflection point
PC sales are no longer plummeting
Tablet sales continue to soar
Overview
TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Vendors adjust to the new reality
• Device profitability is returning
• But profit is concentrated
• Long-term profit models and loyalty models are elusive
Overview
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
PCs are pulling out of their nosedive
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A new refresh is beginning
Counting PCs is a challenge
New hardware is attractive
PCs
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
PC growth will be inconsistent going forward
• If you count Windows tablets and Chromebooks, PC sales will grow
• PCs are necessary devices
PCs
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
PCs are diversifying
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The Windows 8 problem
Traditional PC life cycles have lengthened
Multimode devices, multimode users
PCs
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Smartphones are huge, but a growth slowdown is imminent
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Phones, like cars, come in a range of sizes
Smartphone uptake was so fast, saturation hit fast
And cheap phones are getting better
Smartphones
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Smartphones are still a lively growth market
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Biometrics and payment systems
Always-on technology will be increasingly important
Phone peripherals
Smartphones
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Tablets are more separate than ever
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Android — the entry level gets better
Apple tablets serve Apple’s strategy
Windows tablets are PCs
Tablets
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TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
People want keyboards but not necessarily PCs
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The platform formerly known as RT lives
Chromebook sales are exploding
It’s Apple’s move
Chromebooks, etc.
TBR
Technology Business Research: Computing Devices Benchmark ©2012 Technology Business Research, Inc. 13
Computing Devices Benchmark: Portfolio
The Computing Devices Benchmark provides ongoing coverage of PC, tablet and smartphone vendors and their strategies
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
• Microsoft • Google • Intel • AMD
• ARM • Qualcomm • NVIDIA • Broadcom
TBR will rank and score the top brand-name device companies and chronicle their interactions with
key ecosystem partners that influence the devices business
TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Ezra Gottheil
Principal Analyst, Devices
Email: [email protected]
Twitter: @egottheil
Telephone: 603.758.1853
James McIlroy Vice President of Sales Email: [email protected] Telephone: 603.929.1166
TBR Devices Business Quarterly Webinar: Changing Directions — Contact Information
Twitter: @TBRinc SlideShare: www.slideshare.net/TBR_Market_Insight YouTube: www.youtube.com/user/TBRIChannel
Jack Narcotta
Analyst, Devices
Email: [email protected]
Twitter: @JackN_TBR
Telephone: 603.758.1818
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TBR
TBR Quarterly Webinar Series |1.29.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Computing Practice Syndicated Research Coverage
Device Benchmark Vendors (Benchmark XLS data is also available)
Data Center Benchmark Vendors (Benchmark XLS data is also available)
Computing Vendor Coverage
• 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
• Acer* • Apple • Asus* • Dell • EMC • Fujitsu • Google • HP • IBM • Intel • Lenovo • Microsoft • NetApp • Samsung* • Sony • Toshiba
Corporate IT Buying Behavior & Customer Satisfaction Studies
• Desktops • Notebooks • Services & Support
• x86-Based Servers • Apple Enterprise PCs* • Cisco UCS*
TBR Computing Practice Syndicated Coverage
*Semiannual publication
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TBR
T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
About TBR 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. 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.
Contact Us
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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.
