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分析师:平板电脑和移动业务仍是微软艰巨任务

编辑:admin 2014-05-16 11:11:26 浏览:722  来源:元器件交易网

分析师:平板电脑和移动业务仍是微软艰巨任务0

  元器件交易网讯  5月16日消息,据外媒报道,纳德拉下周将揭开最新款Surface平板。微软Surface在全球市场销量一直疲软。分析师称,在未来12个月到18个月平板电脑和移动业务仍然是两个艰巨的任务。

  外媒原文翻译如下:

  纳德拉下周将推出最新款Surface平板。

  投资者已经欣然接受纳德拉的“移动第一,云第一”的策略重塑的软件制造商的形象,把它变成一个“设备和服务”公司。自从纳德拉执政以来,微软股份上涨9%。

  到目前为止,他强调业务服务,推出iPad版office,这在华尔街深受用户欢迎,在几周内下载量就达到2700万。

  但是微软将推出第三代Surface设备,暗示还将引入更小的平板。

  设备方面一直是一个挑战,微软Surface于2012年10月推出,有2%的市场,微软智能手机占全球3%的市场份额。

  一些投资者认为,微软不应该浪费时间金钱在在低端硬件业务上。ValueAct Capital投资公司去年导致使鲍尔默下台,它还游说微软放弃硬件业务,包括收购诺基亚手机业务。

  FBR Capital Markets & Co.分析师丹尼尔·艾维斯(Daniel Ives)表示,“在未来12到18个月扭转平板电脑和移动业务仍然是他的两个艰巨的任务。如果平板或移动部门动荡太大,我们会看到硬件业务上一些潜在的变化。”

  尽管微软平板销量平平,但是目前已有迹象表明运行全Windows操作系统的Surface Pro 2,已经开始吸引微软核心业务客户。

  Forrester研究机构分析师摩根大通(J.P. Gownder)称,“有很多人对Surface Pro有兴趣,因为超级本具备平板的功能,有很多双眼睛在关注它。”

  即使Surface并未主宰市场,但是摩根大通认为,如果作为一个展示其他设备制造商如何最好地利用Windows的方法,纳德拉和微软坚持硬件是正确的。

  摩根大通说,“微软的危险在于没有创新。Surface是用来展示Windows整体视觉的重要产品,也是给企业和消费者提供的另一个选择。”

  (元器件交易网董蕾 译)

  外媒原文如下:

  Satya Nadella has enjoyed a fairly smooth ride in his first 100 days as Microsoft Corp chief executive, but he risks hitting a rough patch next week when he unveils the latest models of the tepidly received Surface tablet.

  Investors have lapped up Nadella's "mobile first, cloud first" strategy to recast the venerable software maker as a "devices and services" company, sending its shares up 9 percent since he took the helm.

  So far he has stressed the services side of the business, making the momentous move to put Microsoft's Office suite on Apple Inc's iPad. This was popular with Wall Street and more importantly with consumers, who performed 27 million downloads in a matter of weeks.

  But Microsoft is expected to unveil the third generation of its Surface devices at an event on Tuesday, laying hints that it will also introduce a smaller tablet, to address the fast-selling lower end of the market dominated by Apple's iPad mini, Amazon.com Inc's Kindle Fire, Google Inc's Nexus and Samsung's Galaxy range.

  The devices side of the strategy has been a challenge. Microsoft's Surface, launched in October 2012, has about 2 percent of the market and has not made a dent on Apple's iPad. That fits with Microsoft's 3 percent global share in smartphones.

  Given that tiny market, some investors believe Microsoft should not waste time and money on the low-margin hardware business. ValueAct Capital, which led the shareholder revolt last year which culminated in previous CEO Steve Ballmer's retirement, has lobbied against Microsoft's hardware effort, including its costly acquisition of Nokia's handset business.

  "Nadella is off to a golden start as CEO, although turning around the tablet and mobile business over the next 12 to 18 months remain his two key Herculean tasks," said Daniel Ives, an analyst at FBR Capital Markets. "If the turbulence gets too rough on the tablet and/or mobile segment, we can potentially see some strategic changes on the horizon around the hardware business."

  Despite unspectacular sales, there are signs that Microsoft's Surface Pro 2, which runs the full Windows operating system, is starting to attract Microsoft's core business customers.

  "There's certainly tons of interest in the Surface Pro as an Ultrabook (lightweight laptop) replacement that has tablet capabilities," said J.P. Gownder, an analyst at tech research firm Forrester. "It is the No. 1 model I get asked about, it's going to have a lot of eyes on it."

  Even if the Surface never dominates the market, Gownder thinks Nadella and Microsoft are right to persevere with hardware, if only as a way of showing other device makers how best to make use of Windows.

  "Microsoft would be nuts not to have devices in the mix. The danger is in not exploring," said Gownder. The Surface "is an important product to basically show what their overall vision is for Windows, and also to offer businesses and consumers another choice."

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