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Android, Windows to upset the Apple iPad cart in 2012

Shipments of non-Apple tablets such as those powered by the latest versions of Android and Windows will grow by 134% on-year in 2012, predicted Nomura, which also claimed that PC makers are better positioned than smartphone players to benefit from the expected growth.

The company also said it expects the tablet market to be worth $74 billion by 2014, with a compound annual growth rate (CAGR) of 33%.

"While the market remains sceptical on non-iPad tablet shipments given Apple's cost competitiveness, we expect structural changes within the industry to take place as soon as 2012," said Nomura, in a research note.

The analyst firm said the next version of Google's Android operating system – called Ice Cream Sandwich – will likely provide better user interface integration across a broad range of devices including connected TVs as well as smartphones and tablets. Meanwhile Microsoft Windows 8, due sometime around summer 2012, is expected to integrate functionality across tablets, smartphones, PCs, as well as incorporate features from its games console. The large ecosystem and user base is likely to attract broad support for Apple's rivals from both software and hardware developers, said Nomura.

As a consequence, the company expects Apple's tablet market share gains to peak around fiscal 2012-13, with Google and Microsoft "emerging as powers in the tablet OS market".

"With an increasing number of applications, we estimate 51% of mobile devices – including smartphones and tablets – will be based on Google's OS in 2012," said Nomura. "In 2013, we think Microsoft will likely be the game changer with its new Windows 8 OS."

In addition, Nomura said that despite softening demand for personal computers and netbooks, PC OEMs are proving to be in a stronger position than smartphone makers to capitalise on tablet sector growth.

"Motorola, RIM and HTC no longer seem aggressive in expanding into the tablet market as tablets are a margin-dilutive business," said Nomura. By contrast, PC makers are taking advantage of the momentum to compensate for the weakness in netbooks and the traditional desktop computing space.

Given Apple operates a vertically-integrated ecosystem, PC players will have little choice but to produce tablets powered by Google and/or Microsoft.

"We believe competition among Apple, Google and Microsoft should further intensify in [fiscal] 2013," concluded Nomura.

r positioned than smartphone players to benefit from the expected growth.

The company also said it expects the tablet market to be worth $74 billion by 2014, with a compound annual growth rate (CAGR) of 33%.

"While the market remains sceptical on non-iPad tablet shipments given Apple's cost competitiveness, we expect structural changes within the industry to take place as soon as 2012," said Nomura, in a research note.

The analyst firm said the next version of Google's Android operating system – called Ice Cream Sandwich – will likely provide better user interface integration across a broad range of devices including connected TVs as well as smartphones and tablets. Meanwhile Microsoft Windows 8, due sometime around summer 2012, is expected to integrate functionality across tablets, smartphones, PCs, as well as incorporate features from its games console. The large ecosystem and user base is likely to attract broad support for Apple's rivals from both software and hardware developers, said Nomura.

As a consequence, the company expects Apple's tablet market share gains to peak around fiscal 2012-13, with Google and Microsoft "emerging as powers in the tablet OS market".

"With an increasing number of applications, we estimate 51% of mobile devices – including smartphones and tablets – will be based on Google's OS in 2012," said Nomura. "In 2013, we think Microsoft will likely be the game changer with its new Windows 8 OS."

In addition, Nomura said that despite softening demand for personal computers and netbooks, PC OEMs are proving to be in a stronger position than smartphone makers to capitalise on tablet sector growth.

"Motorola, RIM and HTC no longer seem aggressive in expanding into the tablet market as tablets are a margin-dilutive business," said Nomura. By contrast, PC makers are taking advantage of the momentum to compensate for the weakness in netbooks and the traditional desktop computing space.

Given Apple operates a vertically-integrated ecosystem, PC players will have little choice but to produce tablets powered by Google and/or Microsoft.

"We believe competition among Apple, Google and Microsoft should further intensify in [fiscal] 2013," concluded Nomura.

Источник: Total Telecom

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