Taipei, Wednesday, May 6, 2015 10:40 (GMT+8)
partly cloudy
Taipei
26°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
  • Global 1Q15 semiconductor sales rise 6%, says SIA

    Bits + chips | 12h 13min ago

  • TSMC InFO-WLP technology to generate significant revenues starting 2016

    Bits + chips | 12h 15min ago

  • WiseChip sending samples for PMOLED technology in wearables

    Displays | 12h 17min ago

  • UTAC expects up to 6% sales growth in 2Q15

    Bits + chips | 12h 19min ago

  • PC demand slow in 2Q15, say Taiwan IC design firms

    Bits + chips | 12h 25min ago

  • Taiwan April CPI up on month, down on year, says DGBAS

    Bits + chips | 12h 27min ago

  • MediaTek subsidiary completes acquisition of Alpha

    Bits + chips | 12h 29min ago

  • Unity Opto Technology April revenues hit record

    Before Going to Press | 12h 37min ago

  • Digitimes Research: EU requirement for daytime running lights drives demand for LEDs

    Before Going to Press | 12h 38min ago

  • Innolux optimistic about 4K TV panel shipments in 2015

    Before Going to Press | 12h 39min ago

  • First-tier China smartphone vendors suffer shortage of Sony-made CMOS image sensors

    Before Going to Press | 12h 40min ago

  • Commentary: Acer, Asustek dive into smartphones, wearable devices may not bear fruit

    Before Going to Press | May 5, 21:59

  • Lextar Electronics sees slight increase in April revenues

    Before Going to Press | May 5, 21:58

  • China market: iPhone device sales total US$16.8 billion in 1Q15

    Before Going to Press | May 5, 21:58

  • Global TV shipments grow 3% in 2014, says DisplaySearch

    Before Going to Press | May 5, 21:57

  • AcBel Polytech nets NT$0.23 per share for 1Q15

    Before Going to Press | May 5, 21:48

  • Philips price competition may force out small China LED light bulb vendors

    Before Going to Press | May 5, 21:45

  • IC distributor WT Micro 1Q15 sales meet guidance

    Before Going to Press | May 5, 21:42

  • Getac Technology April revenues down on month, up on year

    Before Going to Press | May 5, 21:41

  • Tatung to not deal out 2014 dividend

    Before Going to Press | May 5, 21:41

  • Chicony Electronics nets NT$0.91 per share for 1Q15

    Before Going to Press | May 5, 21:41

  • Largan Precision sees increased April revenues

    Before Going to Press | May 5, 21:39

  • China market: Prices for quad- and 8-core handset chips to fall

    Before Going to Press | May 5, 21:33

Pause
 | 
View more

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...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan LCD monitors – 1Q 2015

TAIWAN DISPLAY SYSTEM | Apr 28, 15:25

Taiwan makers' first-quarter 2015 LCD monitor shipments dropped below 20 million units for the first time in almost a decade, as demand continued to be weak.

Taiwan digital cameras – 1Q 2015

TAIWAN MOBILE DEVICE | Apr 28, 10:33

DSCs continue to be cannibalized by smartphones with increasingly better camera functions. Taiwan's DSC makers saw a short-lived rebound in shipments in fourth-quarter 2014, but slipped back to a downward trend in first-quarter 2015.

Taiwan notebooks – 1Q 2015

TAIWAN MOBILE DEVICE | Apr 24, 15:49

The retail market was unable to digest the massive inventory of inexpensive notebooks in first-quarter 2015. The result was drastic drops in orders from vendors for their Taiwan-based ODMs, who were hit by the worst-ever sequential decline in shipments they had...

Taiwan server shipment forecast and industry analysis, 2015
Trends and forecasts for the China FPD industry, 2014-2017
Demand and supply trends in the global sapphire industry, 2014-2015
  • 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.