Strategy and contrarian analysis: Microsoft Surface better than the iPad? - Pacific Internet

the [ the PConline for Science and Technology of ] (original title: Strategy and contrarian: Microsoft Surface is better than the iPad?) see the title, some people may feel incredible, Microsoft Surface products, brands, shipments, market share, revenue and profits, and many other indicators with the Apple iPad is simply not an order of magnitude, how it can be said better than the iPad it? Do not worry, we slowly come.

the

Microsoft and Apple recently have released their earnings report, due to the increasingly fierce competition in the smartphone market and a significant decline of the traditional PC market last quarter, Microsoft and Apple seem to have the hope that the pressure in the tablet PC industry is to This measure of the future of Apple and Microsoft.

earnings report came out, Apple’s revenue year-on-year growth of 11%, profit fell 18%; Microsoft’s revenue grew 18%, profit growth of 18.5%. Microsoft to obtain the revenue and profit growth, in addition to volume licensing business industry analysis Windows8, Surface Tablet PC market performance also contributed.

Similarly,

and the reason why Apple’s profits have fallen sharply, in addition to iPhone, low profits iPad Mini sales outside the Apple expected is the main reason. According to industry analysis, due to the launch of the iPad Mini’s, the iPad first quarter of this year, the average price (ASP) compared with two years ago, has slipped to $ 200, a minimum of $ 499, which will undoubtedly pull down the gross profit margin of the iPad.

as the second largest business in the Apple iPad average selling price continues to decline, down its own gross profit margin at the same time, also failed to boost Apple’s overall profit

In contrast, Microsoft Surface Tablet released last year, the high prices have been falling, and when it is launched, the industry analysis by dismantling think that the Surface Tablet profit higher than the Apple iPad. For this reason, some analysts believe that a conservative estimate of the Microsoft Surface in the first quarter, although only about 60-100 million sales, but Microsoft contributed close to $ 4-7 billion revenue as profit, although there is no clear analysis and statistics, but previously said its gross profit margin is higher than the iPad projections, at least the ultra-high gross profit margin.

Admittedly, compared with Apple iPad first quarter revenue of $ 8.746 billion, the Microsoft Surface iPad 1/10-1/20 revenue negligible (in the tablet PC market and the industry’s point of view), but for each the overall performance of the enterprise, especially profit pulling effect is quite different. Then iPad sales 19.5 million, the Surface the most optimistic estimate (that is, sales limit) only 60-100 million counted so much as the second main business in the Apple iPad plates, when the iPhone in smart phone market in the face of growing competition, not from the point of view of the company’s strategy to Apple’s performance (revenue and profit) in order to effectively support Moreover, the Tablet PC industry is in a period of rapid development, competition is very fierce, but nowhere near the strength of smartphone under relatively favorable trend in the development of this industry, Apple iPad strategies and competitiveness debatable, at least no t fully play a strategic role as Apple’s second-largest main business.

the other hand, Microsoft, a mere one million sales have fallen sharply to 14% in the first quarter of the global PC market (one of the main Microsoft Windows business), and Windows8 has been heavily criticized in the flat panel market prices are high, Surface, comments not the best adverse situation, contrarian played a pivotal role in the upgrade of Microsoft’s overall business revenue and profit. Therefore, from the point of view of the company’s strategy to see Microsoft Surface is undoubtedly successful. It is not only to prove to the industry that the actual performance Windows8 tablet (Surface and Windows Tablet) far from the industry analysis and evaluation so bad and the decline of the capacity of the traditional PC industry, giving the industry a new contrarian growth opportunities , which boost the confidence of the traditional PC industry (including Microsoft’s own Windows business) is particularly critical.

described under Apple iPad and Microsoft Surface strategic role in their respective companies, with Hill is not high, but the immortal name, the water is not deep, Zeling “to describe the most easily understood and appropriate.

In addition, according to Strategy Analytics latest survey shows that, since October last year, Microsoft released Surface Tablet, the first quarter of 2013, Windows Tablet shipments reached 300 million units, accounting for 7.4% of global tablet shipments, although Apple iPad 48.2%, compared to Android 43.4% of the market share there is still not a small gap, but given Microsoft in October last year, was officially in the tablet market is weak and facing the industry and many other negative evaluation, I believe the market share of Microsoft Windows Tablet have been beyond the expectations of the vast majority of people (including us). In addition, Bloomberg reported that Microsoft Surface RT and Surface Pro sales of 1.5 million units, in line with most analysts’ expectations. This means that the better Surface Tablet PC sales in the Nexus 10 (allegedly only sold 680,000), while the Nexus 10 Google-branded tablet PCs. From that perspective, Microsoft Surface (or Wi ndows Tablet) contrarian growth.

official force from October last year, the tablet PC market, Microsoft, market share from zero to 7.4%, had to let the industry to reconsider its Surface strategy

analysis of both the time from the Apple and Microsoft Tablet PC business angle to promote their respective companies overall performance, and the development of strategies and industry trends, we actually found with the industry to see and comment on very different role (for their respective companies Introduction), which will undoubtedly remind us that, in the judgment of the market behavior and performance of an enterprise, not just look at the surface of the phenomenon of the market, each enterprise in addition to market-oriented, will combine their strategy to develop different marketing strategies, which see, push Microsoft Surface tablet its own brand of high-priced high-margin, the initial poor sales of the stick and the near future to continue to expand the Surface global sales countries and regions these are the industry (including us) that the the poor tablet strategy should be re estimate? We feel it is necessary.

source of

Image: Network