Taipei, Tuesday, October 21, 2014 10:55 (GMT+8)
sunny
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
  • GET reportedly to help Motech manage solar-grade wafer production

    Green energy | Oct 20, 21:38

  • Taiwan sees increased September export order value, says MOEA

    Bits + chips | Oct 20, 21:03

  • Corning vehicle display glass gains further attention in the market

    Displays | Oct 20, 21:01

  • Iteq to buy back 10 million shares as treasury stock

    Before Going to Press | Oct 20, 21:26

  • Digitimes Research: Global notebook shipments to drop in 4Q14

    Before Going to Press | Oct 20, 21:25

  • China has no way to enter DRAM industry, says Inotera chairman

    Before Going to Press | Oct 20, 21:24

  • UMC to purchase equipment from Applied materials

    Before Going to Press | Oct 20, 21:21

  • Foxlink chairman to quit attempt to acquire Taiwan cable service provider CNS

    Before Going to Press | Oct 20, 20:56

  • Intel to stop providing subsidies for mobile solutions; but expected to provide support through different methods

    Before Going to Press | Oct 20, 20:28

  • Digitimes Research: Smartphone AP shipments in China in 3Q14 estimated at 115.1 million units

    Before Going to Press | Oct 20, 20:16

  • Taiwan market: 4G user base to grow to 3.0 million at end of 2014, says CHT chairman

    Before Going to Press | Oct 20, 20:15

  • ASE punished for illegal wastewater discharge

    Before Going to Press | Oct 20, 20:13

  • TV vendors look to upcoming holiday periods for Ultra HD TV development

    Before Going to Press | Oct 20, 20:11

  • Lenovo to set up subsidiary to market second-brand smartphones

    Before Going to Press | Oct 20, 20:06

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

China FPD, 2014-2017
DIGITIMES Research Tracker Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.