iSuppli: Microsoft/Intel alliance is fraying
TweetFollow Us on Twitter

iSuppli: Microsoft/Intel alliance is fraying

After a generation of setting the pace and calling the shots in the computer market, the Microsoft/Intel cartel known as Wintel now finds itself playing catch-up in the new era of smartphones and media tablets, spurring a widening rift in the historic alliance, according to IHS iSuppli (www.isuppli.com).

Despite a flurry of activities to adjust to the changed realities of the technology industry, Wintel is expected to suffer a declining share of the "new" computer market, a category consisting not just of PCs but also of the much faster-growing smartphone and media tablet segments, says the research group. Microsoft’s share of the operating system market for the three products combined is expected to slip to 33% in 2016, down from 44%in 2011, according to an "IHS iSuppli DRAM Dynamics Report."

Meanwhile, Intel’s share of microprocessors will fall to 29%, down from 41%. At the same time, the total size of the market will double from 2011 to 2016, almost entirely due to the strong growth of the smartphone and media tablet segments, as presented in the table.

Craig Stice, senior principal analyst compute platforms at IHS, has this to say: "Microsoft and Intel once marched shoulder to shoulder, dominating the PC market with their closely tied operating system and microprocessor technologies," says. "In the PC segment, Wintel extracted the majority of the profits, controlled every move and compelled all other players to either comply or risk being forced out of the game. While still an overwhelming influence in their respective markets, the tables have turned for Microsoft and Intel.

"With smartphones and tablets performing tasks previously exclusive to PCs, the computer market has expanded to include other platforms. As a result, Wintel finds itself in the unfamiliar position of dancing to someone else’s tune, following standards that were set by other companies for form factors, user interfaces and even pricing. This means Microsoft and Intel must think outside the box -- even if it means adopting strategies that work against each other’s interests."

Wintel outsmarted in smartphones

IHS predicts 655 million smartphones will ship worldwide in 2012, nearly triple the total for mobile computers. From a processor perspective, the ARM architecture long has been the leader in the smartphone market. Intel, although dominant in the PC world, has yet to make much headway in this segment.

IHS estimates Intel has been able to capture only 6-8 %of market share in the mobile handset processor revenue business -- with its small success in this area mostly due to the company’s acquisition of the wireless business of Germany’s Infineon Technologies.

In the smartphone operating system segment, Android and iOS lead the pack. Microsoft’s Windows Mobile has fared even worse than Intel, with less than 2% share in 2011, although the company is expected to make advances in the market in the coming years.

Headache tablets for Wintel

Media tablets sit in the sweet spot between the smartphone and the notebook computer. Similar to that of the smartphone, the tablet growth rate is very strong throughout the forecast period. By 2016, IHS projects that media tablet shipments will surge to 311 million units, about equal to the total mobile computer market at 322 million.

Tablets have given consumers a new choice for their computing needs and now are leaking into the corporate space due to their ultra-portability. Compared to the Intel options, ARM-based processors have generally ruled the media tablet market because of their low power and price. New players like NVidia, Qualcomm and Texas Instruments are  also dominating the processor market, leaving out Intel.
Equally, Apple’s iOS and Google’s Android have controlled the operating systems for tablets, excluding Microsoft from the party.

Win vs. Tel

These developments represent a huge challenge for the two technology giants accustomed to industry hegemony. However, neither is sitting still, as the computer industry has witnessed more innovation in the last nine months than it has in two decades. Significantly, many of these innovations enlarge the schism that is forming between the two companies.

If you can’t beat ‘em …

Intel’s response has been to go back to its bread and butter, the notebook, by making a complete overhaul of the system to make it ultrathin, ultraportable, and ultramobile. The ultrabook represents Intel’s bid to reignite the PC market and draw consumer dollars away from the other computing gadgets.  

However, Intel is also making moves to compete directly in the media tablet market. The company’s solution is to promote its Atom microprocessor directly to makers of Android operating system-based media tablets.

For Intel, this represents a fundamental departure from the Microsoft-centric approach to the PC market and toward an operating-system-agnostic philosophy, according to IHS iSuppli.

Opening Windows

Microsoft’s response is the Windows 8 operating system. The company has conducted a complete restructuring of its operating system, adding in the new “Metro App” tile style, quick reboot, and touch-screen interface, just to name a few changes. All of these are features similar to what would be included in a smartphone or tablet.  

Just as with Intel, Microsoft’s response involves a step away from its traditional partner, notes IHS iSuppli. One version of Windows 8, Windows RT, runs on ARM processor-based platforms. This is Microsoft’s attempt to disconnect from Intel x86 microprocessor-based systems to become platform agnostic.

The new computer market

"Wintel now is playing in a new computer market that is a composite of the PC, smartphone and media tablet segments," Stice says. "While this may be a non-traditional way of looking at the PC market, tradition has gone out the window. The smartphone influenced the tablet, the tablet influenced the PC, the PC wants to become more like a tablet and the tablet more like a PC. It’s a vicious circle in which both Intel and Microsoft must take part, but they are losing control of the game and how it’s played. The Wintel camp is not accustomed to following, but with both companies being excluded of the two fastest-growing markets, they are in catch-up mode."

While this may be hard news for Wintel, the beneficiary is the consumer, he adds. Read more at "The Changing PC and the Impact to the Wintel Dominance" (http://macte.ch/87bZP).

 

Community Search:
MacTech Search:

Software Updates via MacUpdate

GIMP 2.8.14p2 - Powerful, free image edi...
GIMP is a multi-platform photo manipulation tool. GIMP is an acronym for GNU Image Manipulation Program. The GIMP is suitable for a variety of image manipulation tasks, including photo retouching,... Read more
Sandvox 2.10.2 - Easily build eye-catchi...
Sandvox is for Mac users who want to create a professional looking website quickly and easily. With Sandvox, you don't need to be a Web genius to build a stylish, feature-rich, standards-compliant... Read more
LibreOffice 5.0.1.2 - Free, open-source...
LibreOffice is an office suite (word processor, spreadsheet, presentations, drawing tool) compatible with other major office suites. The Document Foundation is coordinating development and... Read more
f.lux 36.1 - Adjusts the color of your d...
f.lux makes the color of your computer's display adapt to the time of day, warm at night and like sunlight during the day. Ever notice how people texting at night have that eerie blue glow? Or wake... Read more
VirtualBox 5.0.2 - x86 virtualization so...
VirtualBox is a family of powerful x86 virtualization products for enterprise as well as home use. Not only is VirtualBox an extremely feature rich, high performance product for enterprise customers... Read more
File Juicer 4.43 - Extract images, video...
File Juicer is a drag-and-drop can opener and data archaeologist. Its specialty is to find and extract images, video, audio, or text from files which are hard to open in other ways. In computer... Read more
Apple MainStage 3.2 - Live performance t...
MainStage 3 makes it easy to bring to the stage all the same instruments and effects that you love in your recording. Everything from the Sound Library and Smart Controls you're familiar with from... Read more
formZ 8.5 - Solid and surface modeler. (...
formZ pro is a powerful 3D design application featuring a variety of modeling personalities and tools with an easy to use interface to express and communicate your imagination. It is based on... Read more
PopChar 7.2 - Floating window shows avai...
We're also selling a 5-license family pack for only $25.99! PopChar helps you get the most out of your font collection. With its crystal-clear interface, PopChar provides a frustration-free way to... Read more
FileMaker Pro 14.0.2 - Powerful, easy-to...
FileMaker Pro is powerful, easy-to-use software used to create custom solutions for your business that run on iPad, iPhone, Windows, Mac and the web. Use FileMaker Pro to manage and share information... Read more

ReBoard: Revolutionary Keyboard (Utilit...
ReBoard: Revolutionary Keyboard 1.0 Device: iOS Universal Category: Utilities Price: $1.99, Version: 1.0 (iTunes) Description: Do everything within the keyboard without switching apps! If you are in WhatsApp, how do you schedule a... | Read more »
Tiny Empire (Games)
Tiny Empire 1.1.3 Device: iOS Universal Category: Games Price: $2.99, Version: 1.1.3 (iTunes) Description: Launch cannonballs and blow tiny orcs into thousands of pieces in this intuitive fantasy-themed puzzle shooter! Embark on an... | Read more »
Astropad Mini (Productivity)
Astropad Mini 1.0 Device: iOS iPhone Category: Productivity Price: $4.99, Version: 1.0 (iTunes) Description: *** 50% off introductory price! ​*** Get the high-end experience of a Wacom tablet at a fraction of the price with Astropad... | Read more »
Emo Chorus (Music)
Emo Chorus 1.0.0 Device: iOS Universal Category: Music Price: $1.99, Version: 1.0.0 (iTunes) Description: Realistic Choir simulator ranging from simple Chorus emulation to full ensemble Choir with 128 members. ### introductory offer... | Read more »
Forest Spirit (Games)
Forest Spirit 1.0.5 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0.5 (iTunes) Description: | Read more »
Ski Safari 2 (Games)
Ski Safari 2 1.0 Device: iOS Universal Category: Games Price: $1.99, Version: 1.0 (iTunes) Description: The world's most fantastical, fun, family-friendly skiing game is back and better than ever! Play as Sven's sister Evana, share... | Read more »
Lara Croft GO (Games)
Lara Croft GO 1.0.47768 Device: iOS Universal Category: Games Price: $4.99, Version: 1.0.47768 (iTunes) Description: Lara Croft GO is a turn based puzzle-adventure set in a long-forgotten world. Explore the ruins of an ancient... | Read more »
Whispering Willows (Games)
Whispering Willows 1.23 Device: iOS Universal Category: Games Price: $4.99, Version: 1.23 (iTunes) Description: **LAUNCH SALE 50% OFF** - Whispering Willows is on sale for 50% off ($4.99) until September 9th. | Read more »
Calvino Noir (Games)
Calvino Noir 1.1 Device: iOS iPhone Category: Games Price: $3.99, Version: 1.1 (iTunes) Description: The film noir stealth game. Calvino Noir is the exploratory, sneaking adventure through the 1930s European criminal underworld.... | Read more »
Angel Sword (Games)
Angel Sword 1.0 Device: iOS Universal Category: Games Price: $6.99, Version: 1.0 (iTunes) Description: Prepare to adventure in the most epic full scale multiplayer 3D RPG for mobile! Experience amazing detailed graphics in full HD.... | Read more »

Price Scanner via MacPrices.net

Tablet Screen Sizes Expanding as iPad Pro App...
Larger screen sizes are gaining favor as the tablet transforms into a productivity device, with shipments growing 185 percent year-over-year in 2015. According to a new Strategy Analytics’ Tablet... Read more
Today Only: Save US$50 on Adobe Elements 13;...
Keep the memories. lose the distractions. Summer’s winding down and it’s time to turn almost perfect shots into picture perfect memories with Elements 13. And get the power to edit both photos and... Read more
1.4GHz Mac mini on sale for $449, save $50
Best Buy has the 1.4GHz Mac mini on sale for $50 off MSRP on their online store. Choose free shipping or free local store pickup (if available). Price for online orders only, in-store price may vary... Read more
12-inch 1.1GHz Gold MacBook on sale for $1149...
B&H Photo has the 12″ 1.1GHz Gold Retina MacBook on sale for $1149.99 including free shipping plus NY sales tax only. Their price is $150 off MSRP, and it’s the lowest price available for this... Read more
27-inch 3.3GHz 5K iMac on sale for $1849, sav...
Best Buy has the 27″ 3.3GHz 5K iMac on sale for $1849.99. Their price is $150 off MSRP, and it’s the lowest price available for this model. Choose free shipping or free local store pickup (if... Read more
Worldwide Tablet Shipments Expected to Declin...
Does Apple badly need a touchscreen convertible/hybrid laptop MacBook? Yes, judging from a new market forecast from the International Data Corporation (IDC) Worldwide Quarterly Tablet Tracker, which... Read more
Continued PC Shipment Shrinkage Expected Thro...
Worldwide PC shipments are expected to fall by -8.7 percent in 2015 and not stabilize until 2017, according to the latest International Data Corporation (IDC) Worldwide Quarterly PC Tracker data. The... Read more
Imminent iPhone 6s Announcement Leads To 103%...
NextWorth Solutions, with its online and in-store electronics trade-in programs including http://NextWorth.com, reports that it has experienced a 103 percent surge in quoted trade-in values over the... Read more
Weekend Deal: 13-inch Retina MacBook Pros for...
Save up to $100 on the purchase of a new 2015 13″ Retina MacBook Pro at the following resellers this weekend. Shipping is free with each model: 2.7GHz/128GB MSRP $1299 2.7GHz/... Read more
13-inch 2.5GHz MacBook Pro on sale for $999,...
B&H Photo has the 13″ 2.5GHz MacBook Pro on sale for $999.99 including free shipping plus NY sales tax only. Their price is $100 off MSRP. Read more

Jobs Board

*Apple* Solutions Consultant - Retail Sales...
**Job Summary** As an Apple Solutions Consultant (ASC) you are the link between our customers and our products. Your role is to drive the Apple business in a retail Read more
Product Design Engineer - *Apple* Watch - A...
**Job Summary** Product Design Engineer Job Description As a member of Apple 's Watch product design team, you will help to create the next generation of the world's Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
Software QA Engineer, *Apple* Pay Security...
Changing the world is all in a day039s work at Apple . If you love innovation, here039s your chance to make a career of it. You039ll work hard. But the job comes with Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
All contents are Copyright 1984-2011 by Xplain Corporation. All rights reserved. Theme designed by Icreon.