Will the new Microsoft tablet dominate Android tablets?

Follow |   63
Recruiting
  1. Welcome. First, let us explain the four tasks in each question. This button will later bring you to the wiki with some background information to the question. Now please click the blue arrow > to continue.
  2. This button will show you the exact judgement rule which specifies how the question will be settled and the winner determined. You must accept the rule to unlock trading.
  3. Clicking here will open the trading section where you can then buy and sell predictions using your virtual credits.
  4. The last button will bring you to the market talk section. Try to convince other traders of your predictions with a good argument.
  5. The better your predictions are compared to other traders, the higher will be your share of the incentive.
  1. Welcome! First, please click the “book” icon to jump to a question's information wiki.
  1. Great! Now please click here to check the exact judgement rule.
  1. Now, let’s do your first trade together. Please click here.
  1. Last task: Now convince other traders of your answer to push its price.
  1. When finished, click here to proceed to the next question.
  2. Click here to return to the previous question.
  3. Click here to jump to any question directly.
  4. Continue to trade, talk, or rate before proceeding to the next question.
  • No questions for this search term
  1. This is how the question will be judged in the end, when the final outcome becomes known.
  2. This is the precise date or end of the period to which the question refers.
  3. After reading the judgement rule, please click here.
Close

§ Judgement rule

How will the final result of the question be determined?

Unit shipments in 2013 of tablets operating under Windows 8 and Android, respectively.
Reference date: Dec. 31, 2013, 24:00 EST

Answer options

Widget Price
 No
76.24 %
 Yes
23.75 %

Price trend

Transactions
  1. Study the background information carefully.
  2. Read the background information carefully, before proceeding.

Wiki article

Edit

Microsoft Surface RT with touch cover - Wikimedia: Creative Commons Attribution 2.0 Generic license

Background

Microsoft is expected to launch a Windows 8 tablet later in 2012. As the differentiating factor versus the current market leader, Apple's iPad, the tablet will come pre-installed with Microsoft Office.

Recently, Kathryn Huberty, a Morgan Stanley analyst, opined that the new Windows tablet will overtake Android's tablet sales rapidly and become the #2 in the tablet market, as the strategic inclusion of MS Office would attract significant first buyers from the business segment. Morgan Stanley expects future tablet market shares as follows: Apple 46%, Microsoft 25%, Android 22% and all others combined 7%. [2]

Analysis

Comparative developments in the smartphone sector

The smartphone segment has seen a race between Android, iOS and Windows before, with a rather different outcome:

Enter iOS -- In the beginning of 2007, iOS entered the smartphone market with the Apple iPhone. At this point, Symbian and RIM have a combined market share of approximately 80%, with Windows playing a minor role at 12%.

Enter Android -- In the third quarter of 2008, i.e. 18 months later, Android enters the race. By this time iOS had reached a market share of 13%, mostly at the expense of Symbian. In only two years, by the third quarter of 2010, Android was able to overtake iOS the latter still growing but at a slower pace. MS Windows already suffering a market share erosion ton to 11%.

Result -- By Q1 2012, Android again more than doubled its market share, reaching approximately 60%. The OS effectively wiped out Symbian, RIM and Windows. Hence Window’s tight integration of MS Outlook did nothing to avoid market share plummeting to 2%.

Developments

2013 Quarter 1 Results -- During the first quarter of 2013, 17.6 million Android tablet devices were sold and 3 million Windows tablet devices were sold. [1] Windows 8 tablet market share was 7,5 % versus 43,4 % for Android. The dynamics of the tablet market trended towards smaller devices where Microsoft has no product yet.

Result

Kathryn Huberty of Morgan Stanley was astronomically off when predicting that "Microsoft shifts from a challenged to a best-positioned company." [2] In reality, Android had a market share of 62% with 121 million units shipped, which is 30 times more than Microsoft's 2% with only 4 million units. [3]

Resources

  1. Windows 8 tablet sales - PCWorld, 25 April 2013
  2. Tablet Landscape Evolution - Window(s) of Opportunity - Morgan Stanley Research, 21 May 2012
  3. Android takes 62% share of tablet market in 2013 - Computerworld, 3 March 2014
  1. Offering the reason for your trade may convince other traders to follow your opinion.
  2. Click '+' if you agree, or '–' to disagree. You get a credit for every rating you make.
  3. For each '+' the author will get +100 credits added to his trading account .
  4. If you rate a comment with "-", please reply and state your objection.
  5. Now please rate, reply, or write your own comment. Best of luck!

Reasons and arguments Analyze

Question owner:
Hubertus Hofkirchner
  • 9,882 Views
  • 26 Messages
  • 80 Transactions
This question has 63 followers