Taipei, Wednesday, July 8, 2015 04:16 (GMT+8)
partly cloudy
Taipei
30°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
  • Taiwan June export value down on month, year, says MOF

    Bits + chips | 6h 17min ago

  • Foxconn slows down investment in Vietnam

    IT + CE - Newswatch | 6h 19min ago

  • KYEC posts slight revenue growth in June

    Bits + chips | 6h 21min ago

  • AUO reports June shipment figures

    Displays | 6h 22min ago

  • Windows 10 unlikely to hiking PC demand, say Taiwan ODMs

    Before Going to Press | 6h 28min ago

  • Taiwan June export value down, says MOF

    Before Going to Press | 6h 31min ago

  • Digitimes Research: Shipments of Intel CPU-based Android tablets to decline in 2015

    Before Going to Press | 6h 31min ago

  • China market: Asustek bullish about smartphone sales in 2015

    Before Going to Press | 6h 32min ago

  • Hulk Energy Technology obtains Fraunhofer ISE certification for CIGS thin-film PV modules

    Before Going to Press | 7h 18min ago

  • Supply chains prepping for new fingerprint recognition smartphones

    Before Going to Press | 7h 19min ago

  • Taiwan market: Asia Pacific Telecom to deploy 2,600 4G base stations

    Before Going to Press | 7h 19min ago

  • Epistar June revenues lowest in 2015

    Before Going to Press | 7h 19min ago

  • Aurora June revenues up

    Before Going to Press | 7h 21min ago

  • Samsung Display to shift 48-inch TV panel production to 49-inch units

    Before Going to Press | 7h 24min ago

  • Primax Electronics hits record revenues for June

    Before Going to Press | 7h 24min ago

  • Thinking June sales increase 3.8%

    Before Going to Press | 7h 25min ago

  • Demand in Russia rebounding, say Taiwan PC, server players

    Before Going to Press | 7h 26min ago

Pause
 | 
View more

China AP market 2Q15 shipment forecast

CHINA SMARTPHONE AP | Jun 29, 10:47

Digitimes Research predicts China smartphone AP shipments in second-quarter 2015 will show annual growth due to the depletion of inventories in the first quarter of 2015 and new smartphone products being introduced which contains new AP solutions. The new product...

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

Taiwan LCD TVs – 1Q 2015

TAIWAN DISPLAY SYSTEM | May 22, 15:51

Taiwan's LCD TV makers saw strong seasonal impacts in the first quarter of 2015. Shipments to North America saw a particularly sharp decline as a result of reduced procurement from Mexico and major client Toshiba quitting the North America market.

Taiwan handsets – 1Q 2015

TAIWAN MOBILE DEVICE | May 15, 15:58

Most of Taiwan's handset makers felt strong seasonal effects in the first quarter. Foxconn suffered particularly as a result of drastic drops in orders from Sony Mobile and Microsoft Mobile.

China smartphone market and industry – 1Q 2015

CHINA SMARTPHONE | May 13, 10:56

According to Digitimes Research's survey of the Mainland China smartphone supply chain, as well as other relative vendors, increased demand for Apple's new device models, Mainland China's high-end smartphone models experienced lackluster sales in the first quarter...

High-brightness LED market trends and forecast, 2015
Trends and forecasts for the China FPD industry, 2014-2017
2015 global notebook demand forecast
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.