tbr webinar: the consumer devices market landscape
DESCRIPTION
The TBR Computing research team invites you to an invitation-only webinar on Wednesday, Feb. 5, 2014, for a guided recap and analysis of vendors’ performances as reported in TBR’s Consumer Devices Market Landscape. TBR recently concluded a study of more than 1,000 consumers who own more than one device. We focused on the tasks they perform with those devices and how well the devices perform those tasks, enabling us to plot the likely course of the consumer device market. TBR Devices Principal Analyst Ezra Gottheil and Analyst Jack Narcotta will share what we learned and will help you understand what consumers do with their devices, how well they like them and what kinds of devices they are likely to buy in the future.TRANSCRIPT
TBR
T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
TBR’s Computing Business QuarterlySM Webinar Computing Devices: Portfolio Wars Feb. 5, 2014
TBR
TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
TBR’s Devices Business Quarterly Webinar: Portfolio Wars
Ezra Gottheil
Principal Analyst, Devices
Email: [email protected]
Twitter: @egottheil
Jack Narcotta
Analyst, Devices
Email: [email protected]
Twitter: @JackN_TBR
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
For vendors and users, portfolio breadth matters
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Users have collections of devices, and winning vendors have portfolios.
• Usage and satisfaction drive purchases.
• Major vendors are assembling portfolios.
• Acquisitions are playing an important role.
Overview
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Vendors seek advantage by offering a full menu as device types multiply
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Lenovo acquisitions reflect the need for vendors to deploy product portfolios.
TBR’s Consumer Devices Landscape report shows how users assemble collections of devices.
Competition in product categories creates acquisition opportunities.
Overview
SOURCE: 123RF.COM
SOURCE: FORBES.COM
SOURCE: SOCIALANIMAL.COM
TBR
TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
TBR surveyed more than 1,200 PC, smartphone or tablet owners in North America to understand device usage trends
Devices Landscape
TBR fielded the study from Oct. 8, 2013, through Oct. 15, 2013
Study Objectives:
• How devices are used
• Ideal combinations of devices
• Task breakpoints in usage across devices
• Pain points by device type
• Customers’ expectations
• How expectations will drive purchases
Consumers Surveyed: 1,224
PC Owners: 901
Personal Home Users: 738
Android Owners: 139
Personal Work Users: 486
Tablet Owners:
577
Smartphone Owners:
918
Operating System Used to Take Online Survey: Android: 25 OS X: 150
iOS: 214 Windows XP: 122 Windows Vista: 78
Windows 7: 521 Windows 8: 68 Other: 46
Note: Owner counts will not total the number surveyed as each consumer owned at least one primary device and a secondary device (tablet or smartphone). Additionally, personal work users indicated they used their device for work-related activities at home or at work more than one time per week.
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Tablets, despite their popularity and surging sales, fill the gap for most users between smartphones and PCs
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Smartphones are communication necessities — not just for talking.
For “worky” tasks, the PC still wins.
Most users keep tablets for consumption of videos, books and, opportunistically, email.
Devices Landscape
SOURCE: ENGADGET.COM
SOURCE: PHONEARENA.COM
SOURCE: TABLETREPORT.COM
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Growing separation among consumers’ most frequently performed tasks creates opportunities for new, blended form factors Consumers’ device usage relationships among most popular activities
PC
Tablet Smartphone
Read email
Write email
Conduct research
Online shopping
Plan and book travel
Find places and get directions
Take photos or videos
Share photos or videos
Send texts or instant messages
Read digital books or magazines
View online videos
News/sports/weather
Devices Landscape
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TBR
TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Lenovo’s acquisitions broaden the company’s markets
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Lenovo has a strong base in China for its new “attack” segments. Its acquisitions give it global scope.
Lenovo’s prime directive is growth.
The acquisitions play to Lenovo’s strengths — the ability to embrace low-margin hardware and proliferating products
Lenovo Acquisitions
SOURCE: IMGUR.COM
SOURCE: SHUTTERSTOCK.COM
SOURCE: SCIENCE.ORG
TBR
TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Lenovo has several strong brands
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The acquisitions strengthen one alliance and help forge another.
Brand is critically important to Lenovo.
Lenovo’s competition has weaknesses.
Lenovo Acquisitions
SOURCE: IMGUR.COM
SOURCE: SHUTTERSTOCK.COM
SOURCE: ABOUTTHEIPAA.COM
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Portfolios give vendors advantages and challenges
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A broad portfolio requires a difficult stretch across markets.
Lenovo seeks growth for supply-chain scale and brand identity.
Cross-device selling and increasing loyalty are difficult.
Vendor Portfolios
SOURCE: ONLINEMBA.COM
SOURCE: FACEBOOK.COM
SOURCE: ONBILE.COM
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Portfolio formation will drive mergers and acquisitions
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Acer is a prime acquisition target for the right company.
PCs are an enduring product category.
Acer could fill holes in either Samsung’s or Huawei’s portfolio.
More M&A
SOURCE: PCWORLD.COM
SOURCE: SPINFIXIT.COM
SOURCE: SANDAIBEN.COM
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TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Portfolio formation will drive product development
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Wearables fill out portfolios but are really peripherals.
From a portfolio view, Chromebooks etc., are PCs.
Google will raise many products in its “Nest”.
More Devices
SOURCE: SAMSUNG.COM
SOURCE: THEVERGE.COM
SOURCE: GIGAOM.COM
TBR
TBR Quarterly Webinar Series | 2.5.14 | www.tbri.com | ©2014 Technology Business Research Inc.
Ezra Gottheil
Principal Analyst, Devices
Email: [email protected]
Twitter: @egottheil
Telephone: 603.758.1853
Jack Narcotta
Analyst, Devices
Email: [email protected]
Twitter: @JackN_TBR
Telephone: 603.758.1818
TBR Portfolio Wars Webinar — Webinar Contact Information
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For Additional Information on TBR’s Research Capabilities Please Contact: John Spooner James McIlroy Director – Computing Business Practice Vice President of Sales Email: [email protected] Email: [email protected] Telephone: 603.929.1166 Telephone: 603.929.1166
Twitter: @TBRinc SlideShare: www.slideshare.net/TBR_Market_Insight YouTube: www.youtube.com/user/TBRIChannel
TBR
TBR Quarterly Webinar Series | 2.5.14 | 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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Content Ecosystem
TBR
TBR Quarterly Webinar Series | 2.5.14 | 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 • HP • IBM • Intel • Lenovo • NetApp • Samsung* • Sony • Toshiba
Corporate IT Buying Behavior & Customer Satisfaction Studies
• Desktops • Notebooks • Services & Support
• x86-Based Servers • Apple Enterprise PCs* • Cisco UCS*
TBR Computing Practice Syndicated Coverage
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*Semiannual publication
TBR
T EC H N O LO G Y B U S I N ES S R ES EAR C H , I N C .
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. TBR has been empowering corporate decision makers since 1996. To learn how our analysts can address your unique business needs, please visit our website or contact us today.
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