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TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR’s Computing Business QuarterlySM WebinarComputing Devices: Saturation, Maturation, Consolidation
July 22, 2014
TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Ezra GottheilPrincipal Analyst, Devices
Email: [email protected]: @egottheil
Jack NarcottaAnalyst, Devices
Email: [email protected]: @JackN_TBR
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
PCs and mobile devices settle in for the long term
Breaking news – Microsoft, Apple/IBM
Two industriesPCs return to modest growthMobile device growth slowsNew customer behaviorsLooking for profits & growth
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Recent events
Microsoft memo & layoffsIBM/Apple Announcement
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
A tale of two businesses
Few vendors serve bothSome market overlapMobile devices slowing, PCs recoveringCommon issues
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PCs Mobile Devices
TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Commercial PCs bounce back
PCs are a productivity necessityLonger lifecycleNew form factorsIncludes Windows tablets
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Modest PC Recovery
Includes ChromeOSConsumers will followModest growthStable marginsConsolidationASP declines
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Slowing growth in mobile devices
Not a decline, at least not yetSaturation – replacement in mature marketsHigh end purchasers are gone – average prices will fallEmerging markets limited by data plan cost
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Maturation - products grow up, often very fast
Fewer breakthroughsGood enough is good enoughLittle differentiationIncreasing specialization
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Implications for vendors
Lower ASPsLengthening lifecyclesThe “land rush” is overMargin pressure
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
NowThen
Saturation and maturation are changing buying behavior
Customersseek performance Customers assume performance
Price is less important Price is more important
Service is secondary Service is primary
New features excite customers New features bore customers
Customers want to do new things Customers want less trouble
Design matters Design matters even more
Durability doesn’t matter much Durability matters a lot
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
NowThen
Vendor strategies must change
Win new customers Take customers from competition
Satisfy network providers Delight network providers
Be an attractive choice Pull customers to network providers
Add many new features Add killer features
Promote new features Explain value of new feature
Build “hero” devices Build specialized devices
Emphasize performance Emphasize reliability and durability
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Profits and growth
Beyond the deviceNot just “Device as a Service:”• “Service as a Service,” • or just “Service”Closer relationships with customersThings
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Things
Already hereGrowing and will growIndustry reactionWinnersChallenges
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Winning strategy
Upside for buyerDownside for buyerA clear pathA good storyLuck
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TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Ezra GottheilPrincipal Analyst, Devices
Email: [email protected]: @egottheilTelephone: 603.758.1853
Jack NarcottaAnalyst, Devices
Email: [email protected]: @JackN_TBRTelephone: 603.758.1818
TBR Devices Webinar — Webinar Contact Information
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For additional information on TBR’s research capabilities, please contact:
John Spooner James McIlroyDirector — Computing Business Practice Vice President of SalesEmail: [email protected] Email: [email protected]:603.929.1166 Telephone:603.929.1166
Twitter: @TBRincSlideShare: www.slideshare.net/TBR_Market_InsightYouTube: www.youtube.com/user/TBRIChannelLinkedIn: www.linkedin.com/company/technology-business-research
TBR
TBR Quarterly Webinar Series |7.22.14 | www.tbri.com | ©2014 Technology Business Research Inc.
PC vendors
Handset vendors
Tablet vendors
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
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Partner Ecosystem
Content Ecosystem
Platform
Ecosystem
TBR
TBR Quarterly Webinar Series |7.22.14 | 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 and Support
• x86-Based Servers• Apple Enterprise PCs*• Cisco UCS*
TBR Computing Practice Syndicated Coverage
*Semiannual publication
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TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
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.
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To learn how our analysts can address your unique business needs, please visit our website or contact us today.
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