Taipei, Wednesday, April 23, 2014 16:18 (GMT+8)
mostly cloudy
Taipei
21°C
Market impact of Windows 8 and Windows Phone 8
James Wang and Eric Lin, DIGITIMES Research, Taipei [Thursday 4 October 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
The launch of Windows 8 is significant both for Microsoft and for the industry as a whole. Windows 8 will have two major impacts on the PC and tablet markets. Firstly, it will stimulate growth in touchscreen devices. Projective capacitive touch panels are likely to become the mainstream touch technology on the basis of current trends, and their use with spread from mobile devices into PC products. Second, Windows 8 will expedite the uptake of ultra-thin systems like ultrabooks and tablets, and will therefore increase the penetration rate of SSDs.
Abstract
Microsoft Windows tablet shipment and market share targets, 2012-2015 (m units)

The launch of Windows 8 is a more significant event than the release of Windows 7, both for Microsoft and for the industry as a whole. It represents an extension of the PC industry's applications and ecosystem and an attempt to secure core value in the mobile computing market. Analysis by Digitimes Research shows that Windows 8 is not simply a necessary pushback by Microsoft against the challenge of the Android and iOS platforms; even more importantly, it marks the opening salvo in the battle for users between PCs and mobile devices such as smartphones and tablets.

Digitimes Research projects Windows Phone 8 (WP8) smartphones launched between the second half of 2012 and early 2013 will focus on the high-end market, with WP7 models targeted at the lower end of the market; a simplified version of WP7 is also likely to ship on handsets with an unsubsidized price of less than US$100.

Windows 8 will have two major impacts on the PC and tablet markets. Firstly, it will stimulate growth in touchscreen devices. Projective capacitive touch panels are likely to become the mainstream touch technology on the basis of current trends, and their use with spread from mobile devices into PC products. However, as Windows 8 systems are not likely to be launched until the end of 2012, the penetration rate of projective capacitive panels in PC products for the whole of 2012 will be only around 1%.

Second, Windows 8 will expedite the uptake of ultra-thin systems like ultrabooks and tablets, and will therefore increase the penetration rate of SSDs in Windows systems. SSD-equipped notebooks have already seen major breakthroughs in sales during 2012, with whole-year shipments surpassing 10 million units. Windows 8 tablets that use Intel CPUs will also use SSDs as their main storage devices, and are projected to ship around one million units in 2012.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • UMC 28nm yield rates improving

    Bits + chips | 29min ago

  • Commentary: Innovations needed to keep panel industry moving forward

    Displays | 31min ago

  • J Touch expects better performance in 2014, says company chairman

    Displays | 1h 2min ago

  • China market: Tesla plans to deploy PV-based power charging network

    Green energy | 1h 4min ago

  • Altera-TSMC tie-up to bring advanced packaging technology to Arria 10 FPGAs and SoCs

    Bits + chips - Newswatch | 1h 5min ago

  • Taiwan market: 80% of FET subscribers willing to shift to 4G services

    Mobile + telecom | 1h 6min ago

  • Getac, Ennoconn to launch ruggedized tablets

    IT + CE | 1h 8min ago

  • TPK expects to see TOL demand increase due to 4G handset development

    Displays | 1h 29min ago

Pause
 | 
View more

2014 China smartphone market and industry - Forecast and analysis

CHINA SMARTPHONE | Mar 25, 18:27

This Digitimes Research Special Report examines two aspects of the China smartphone market. The first part covers the China smartphone market, measuring local shipments in China from both China-based vendors and international vendors such as Samsung and Apple...

2014 global high brightness LED market, trends and shipment forecast

RESEARCH EXTRAS | Mar 13, 18:26

Digitimes Research estimates that the production value for high brightness LED chips will have an annual growth rate of 12.9% and reach US$12.74 billion in 2014. The applications that will drive growth momentum are LED lighting, tablet, mobile, and automotive...

Global tablet market – 4Q 2013

GLOBAL TABLET | Apr 8, 12:22

Global tablet shipments grew 25% sequentially and 29.8% on year to reach 78.45 million units in the fourth quarter of 2013 benefiting mainly by economic recoveries of Europe and North America, which relatively boosted demand during the year-end holidays.

China smartphone AP shipments – 4Q 2013

CHINA SMARTPHONE AP | Apr 8, 12:20

Global smartphone AP suppliers will see their shipments to China grow only 13.5% on year and drop 3.1% on quarter in the first quarter of 2014. The largest supplier MediaTek is seeing its shipments weakening and its LTE products so far still have not yet been...

China touch panel industry – 4Q 2013

CHINA TOUCH | Apr 8, 12:17

From the fourth quarter of 2013 to the first quarter of 2014, China touch panel makers' largest growth will be in the notebook and 11-inch and above size tablet segments, with makers such as O-Film Technology and Mutto Technology focusing on metal mesh thin-film...

DIGITIMES Marketing Services
China FPD industry, 2013-2016
2014 global smartphone market forecast