Microsoft is facing the greatest dilemma of the post-PC era. In particular, Microsoft's Windows privilege is also facing the most serious challenge in history. This phenomenon is more apparent in an era when mobile phones and tablets occupy more dominant positions. Previously, computing was dominated by traditional personal computers (PCs).
Windows may have been 25 years old, but this system still plays a key role in Microsoft's future. In the last fiscal year, Windows system business revenue was 19 billion U.S. dollars, and its net profit was as high as 12.3 billion U.S. dollars. It accounted for almost half of Microsoft’s overall operating profit, but this is not the same as in the past two fiscal quarters. , Windows business revenue has been gradually falling.
On the other hand, sales of smartphones equipped with Google's Android operating system and Apple's iPhone have been increasing steadily this year, and this good momentum has made Google and Apple, the two largest companies, better able to control other sales. Independent software development company. With the growing market demand for Apple iPad, this situation has also led to the declining sales of notebook computers still equipped with Microsoft's Windows system. According to the latest latest data released by a research institution, in the most recent quarter, the PC market share with Microsoft's Windows operating system has fallen to its lowest level in nearly 20 years.
Although Microsoft has been trying hard to maintain its traditional advantages, these efforts may still face even more severe difficulties. This is mainly due to the fact that many other Android-powered tablet PCs are rushing to the market. The touch-screen computers are not only It is favored by the general consumers, and it has also started to move toward thousands of corporate users.
Microsoft is currently counting on the next generation of Windows operating systems to capture more markets, the Windows 8 operating system. Although Microsoft has redesigned the operating system to adapt it to more touch-screen computers, the ultimate effect is that it will not be known until the fall of 2012.
Windows 8 will make its debut in September this year, at which time Microsoft will also hold related announcements for developers of this software. Microsoft will adopt this conference to take the lead in providing the software developers with an earlier version of the sample, so that these developers can further improve the Windows 8 system. This kind of press conference is also one of the important measures that Microsoft is striving to add more application solutions for this system. It is also to further consolidate and strengthen the relationship with relevant program developers so as to lay a more solid foundation for Microsoft's future success. In any case, the rise of smartphones and the subsequent proliferation of tablet PCs are diluting Windows' dominance as an application platform. At the same time, it has attracted the attention of many developers and transferred the creativity of these developers to new ones. The smart phones and tablets, and these developers have been focusing on the PC.
According to Roger McNamee, an investor in the Silicon Valley private equity firm Elevation Partners, it is too late for Microsoft to try to recover and revive Windows, given that the market is irreversibly turning to computing products such as iPads and smartphones. McNamee said: "Microsoft's return to its glorious era has passed and the market has undergone major changes." However, McNamee believes that Microsoft's Exchange information business will have a very strong future, especially after the acquisition of Skype. .
The rise of mobile devices has also destroyed the traditional software distribution and profit model, especially Apple's first "app store" model, which has driven tablets and smartphones driven by Google and other related companies. Users are able to more quickly access applications that are often free or do not sell for more than $5. Under such circumstances, the mode of selling PC programs in the disk format in traditional stores has been greatly damaged. The price of these applications has been more than 40 US dollars, even up to more than 100 US dollars.
Phil Libin, chief executive of Evernote, an application development company, said that today's application downloads for the Mac version have reached less than four times the number of related application stores. Libin also claimed that: "The biggest damage that Windows currently suffers is its lack of a corresponding app store."
However, given the above, Microsoft will take steps to correct this unfavorable situation when it launches the Windows 8 operating system and will launch the corresponding app store along with Windows 8. In response, Libin said that the launch of the Windows 8 App Store will be one of the most exciting events Microsoft has ever made in this software system.
Microsoft CEO Steve Ballmer first discussed the plans for the next generation of Windows in January this year. At that time, Ballmer said that the system will use ARM's chips in addition to Intel and AMD chips. After all, ARM's chips can be widely used in tablet computers. At present, Microsoft's spokesman Frank Shaw still refuses to reveal more details about Windows 8. The spokesperson said that the specific details need to be released after the developer conference is held. However, the spokesperson also admitted that Microsoft still has much work to do in the tablet PC market, but confident that Microsoft can become one of the powerful competitors in the tablet PC market.
However, at present, the issue of the degree of tablet PCs engulfing PC sales is still highly controversial. Microsoft and Intel have long believed that they represent the momentum of the expansion of the computing market, and their equipment is also focused on watching movies and reading online magazines, not just on the day-to-day work-related issues of PC processing. Both companies claim that the iPad is mainly responsible for serious damage to the Internet, and said that with the advent of tablet PCs, netbooks that were once more popular have begun to fall out of favor.
However, other relevant institutions have held less optimistic views on this argument. For example, Goldman Sachs Group once predicted in a research report in April that tablet computers such as the iPad will continue to be used on traditional PCs. The market poses a huge threat and will greatly erode the traditional PC market. The research organization believes that this year and next year, tablet PC products will devour 35% and 33% of the PC market, respectively.
New market share Some research institutes have begun research on these markets and analyzed relevant market shares. For example, the market research organization Canalys currently refers to Apple as the second-largest PC seller following HP. For iPad and Mac computers, the analysis agency also predicted that Apple's share of global PC shipments in the second quarter of this year will reach about 13.6%, much higher than the 8.2% in the same period last year, but also only 15.7 points behind HP's % of this share.
According to Bill Whyman, an analyst at the stock research firm ISI Group, when talking about Microsoft: "If Microsoft can't drive away the threats facing the mobile market, then Windows, the company's core product, will face enormous risks."
Of course, there are still some people who believe that the dominance of Windows, especially in the area of ​​corporate users, will not disappear in an instant. Although Apple’s iPad products have reached 28.7 million units since its launch in the spring of 2010, Microsoft Since its launch in 2009, Windows 7 has reached 400 million units, setting a new sales record for Microsoft.
Enterprise iPad Demand However, corporate users' demand for the iPad seems to have been on the rise, although Apple has been trying to sell this product to ordinary users. Apple announced last month that about 86% of Fortune 500 companies have already started to configure or test iPad products, which is more than 75% of the previous quarter.
One of the enterprise users is Hospital Housekeeping Systems LLC, a company in Austin, Texas, which provides cleaning services to hospitals. Currently, the company has already purchased for employees. About 50 iPads. The company’s managers use this device to log into Salesforce. The com site uses relevant technologies to allow them to understand and track the cleanliness of hospital wards.
In addition, some of the company’s executives have begun using the iPad instead of using a laptop with a Windows system to operate slideshows because the iPad can use these functions more easily than a PC.
Windows may have been 25 years old, but this system still plays a key role in Microsoft's future. In the last fiscal year, Windows system business revenue was 19 billion U.S. dollars, and its net profit was as high as 12.3 billion U.S. dollars. It accounted for almost half of Microsoft’s overall operating profit, but this is not the same as in the past two fiscal quarters. , Windows business revenue has been gradually falling.
On the other hand, sales of smartphones equipped with Google's Android operating system and Apple's iPhone have been increasing steadily this year, and this good momentum has made Google and Apple, the two largest companies, better able to control other sales. Independent software development company. With the growing market demand for Apple iPad, this situation has also led to the declining sales of notebook computers still equipped with Microsoft's Windows system. According to the latest latest data released by a research institution, in the most recent quarter, the PC market share with Microsoft's Windows operating system has fallen to its lowest level in nearly 20 years.
Although Microsoft has been trying hard to maintain its traditional advantages, these efforts may still face even more severe difficulties. This is mainly due to the fact that many other Android-powered tablet PCs are rushing to the market. The touch-screen computers are not only It is favored by the general consumers, and it has also started to move toward thousands of corporate users.
Microsoft is currently counting on the next generation of Windows operating systems to capture more markets, the Windows 8 operating system. Although Microsoft has redesigned the operating system to adapt it to more touch-screen computers, the ultimate effect is that it will not be known until the fall of 2012.
Windows 8 will make its debut in September this year, at which time Microsoft will also hold related announcements for developers of this software. Microsoft will adopt this conference to take the lead in providing the software developers with an earlier version of the sample, so that these developers can further improve the Windows 8 system. This kind of press conference is also one of the important measures that Microsoft is striving to add more application solutions for this system. It is also to further consolidate and strengthen the relationship with relevant program developers so as to lay a more solid foundation for Microsoft's future success. In any case, the rise of smartphones and the subsequent proliferation of tablet PCs are diluting Windows' dominance as an application platform. At the same time, it has attracted the attention of many developers and transferred the creativity of these developers to new ones. The smart phones and tablets, and these developers have been focusing on the PC.
According to Roger McNamee, an investor in the Silicon Valley private equity firm Elevation Partners, it is too late for Microsoft to try to recover and revive Windows, given that the market is irreversibly turning to computing products such as iPads and smartphones. McNamee said: "Microsoft's return to its glorious era has passed and the market has undergone major changes." However, McNamee believes that Microsoft's Exchange information business will have a very strong future, especially after the acquisition of Skype. .
The rise of mobile devices has also destroyed the traditional software distribution and profit model, especially Apple's first "app store" model, which has driven tablets and smartphones driven by Google and other related companies. Users are able to more quickly access applications that are often free or do not sell for more than $5. Under such circumstances, the mode of selling PC programs in the disk format in traditional stores has been greatly damaged. The price of these applications has been more than 40 US dollars, even up to more than 100 US dollars.
Phil Libin, chief executive of Evernote, an application development company, said that today's application downloads for the Mac version have reached less than four times the number of related application stores. Libin also claimed that: "The biggest damage that Windows currently suffers is its lack of a corresponding app store."
However, given the above, Microsoft will take steps to correct this unfavorable situation when it launches the Windows 8 operating system and will launch the corresponding app store along with Windows 8. In response, Libin said that the launch of the Windows 8 App Store will be one of the most exciting events Microsoft has ever made in this software system.
Microsoft CEO Steve Ballmer first discussed the plans for the next generation of Windows in January this year. At that time, Ballmer said that the system will use ARM's chips in addition to Intel and AMD chips. After all, ARM's chips can be widely used in tablet computers. At present, Microsoft's spokesman Frank Shaw still refuses to reveal more details about Windows 8. The spokesperson said that the specific details need to be released after the developer conference is held. However, the spokesperson also admitted that Microsoft still has much work to do in the tablet PC market, but confident that Microsoft can become one of the powerful competitors in the tablet PC market.
However, at present, the issue of the degree of tablet PCs engulfing PC sales is still highly controversial. Microsoft and Intel have long believed that they represent the momentum of the expansion of the computing market, and their equipment is also focused on watching movies and reading online magazines, not just on the day-to-day work-related issues of PC processing. Both companies claim that the iPad is mainly responsible for serious damage to the Internet, and said that with the advent of tablet PCs, netbooks that were once more popular have begun to fall out of favor.
However, other relevant institutions have held less optimistic views on this argument. For example, Goldman Sachs Group once predicted in a research report in April that tablet computers such as the iPad will continue to be used on traditional PCs. The market poses a huge threat and will greatly erode the traditional PC market. The research organization believes that this year and next year, tablet PC products will devour 35% and 33% of the PC market, respectively.
New market share Some research institutes have begun research on these markets and analyzed relevant market shares. For example, the market research organization Canalys currently refers to Apple as the second-largest PC seller following HP. For iPad and Mac computers, the analysis agency also predicted that Apple's share of global PC shipments in the second quarter of this year will reach about 13.6%, much higher than the 8.2% in the same period last year, but also only 15.7 points behind HP's % of this share.
According to Bill Whyman, an analyst at the stock research firm ISI Group, when talking about Microsoft: "If Microsoft can't drive away the threats facing the mobile market, then Windows, the company's core product, will face enormous risks."
Of course, there are still some people who believe that the dominance of Windows, especially in the area of ​​corporate users, will not disappear in an instant. Although Apple’s iPad products have reached 28.7 million units since its launch in the spring of 2010, Microsoft Since its launch in 2009, Windows 7 has reached 400 million units, setting a new sales record for Microsoft.
Enterprise iPad Demand However, corporate users' demand for the iPad seems to have been on the rise, although Apple has been trying to sell this product to ordinary users. Apple announced last month that about 86% of Fortune 500 companies have already started to configure or test iPad products, which is more than 75% of the previous quarter.
One of the enterprise users is Hospital Housekeeping Systems LLC, a company in Austin, Texas, which provides cleaning services to hospitals. Currently, the company has already purchased for employees. About 50 iPads. The company’s managers use this device to log into Salesforce. The com site uses relevant technologies to allow them to understand and track the cleanliness of hospital wards.
In addition, some of the company’s executives have begun using the iPad instead of using a laptop with a Windows system to operate slideshows because the iPad can use these functions more easily than a PC.
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