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Between the Lines

Larry Dignan, Andrew Nusca and Rachel King

Gartner: Microsoft will still be a tablet no-show in 2015

By | April 11, 2011, 9:10am PDT

Summary: Gartner doesn’t see Microsoft as a tablet player at all through 2015. To grasp, this prediction you have to assume that the software giant won’t figure out tablets—period.

Gartner projects that Apple’s iOS will hold 47 percent of the tablet operating system market in 2015 with Android at 38.6 percent. RIM’s QNX will have a respectable 10 percent of the tablet market in 2015. The big assumption for Gartner over the next 4 years: Microsoft will have no tablet answer.

As noted previously, projections for market conditions in 2015 are a largely academic exercise, but Gartner’s crystal ball has a few interesting twists:

  • Gartner doesn’t see Microsoft as a tablet player at all through 2015. To grasp, this prediction you have to assume that the software giant won’t figure out tablets—period. No Windows 8 tablets. No Windows Phone tablets. Microsoft won’t have a clue for 4 years even if Nokia somehow makes a table—a reasonable assumption. I don’t have a ton of confidence about Microsoft’s tablet strategy, but to think the company won’t have any tablet offering sounds nutty to me.
  • Apple will dominate the tablet market to 2012 with almost 64 percent market share. Then market share plunges to 47 percent in 2015.
  • On the opposite end of the spectrum, Android market share ramps from 24.4 percent in 2012 to 38.6 percent in 2015. You can interpret that to mean it will take four years for Android to get its act together on tablets.
  • RIM will take some time to get developer interest, but it will get there argues Gartner.

The monkey wrench in all of these forecasts is Microsoft. Do we really expect that the HP’s WebOS will have more market share—3 percent in 2015—than whatever the software giant cooks up?

Related:

Gartner drinks the 2015 Microsoft-Nokia Kool-Aid too

Four reasons why IDC’s 2015 Nokia-Microsoft predictions are bunk

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Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.

Disclosure

Larry Dignan

Larry Dignan has nothing to disclose. He doesn’t hold investments in the technology companies he covers.

Biography

Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CNET News.com. Larry has covered the technology and financial services industry since 1995, publishing articles in WallStreetWeek.com, Inter@ctive Week, The New York Times, and Financial Planning magazine. He's a graduate of the Columbia School of Journalism and the University of Delaware.

For daily updates, follow Larry on Twitter.

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RE: Gartner: Microsoft will still be a tablet no-show in 2015
tringo007 29th Sep
It???s onerous to search out knowledgeable people on this subject, however you sound like you realize what you???re speaking about! Thanks gates millenium scholarship
Wow, does Gartner know what's in Windows 8? You actually have to pay Gartner for the full report.
Yes, Gartner has heard of Windows 8, but, it could be more of the same, and, the last major rewrite (Vista) took 8 years to complete, so, Windows 8 will probably not even be out by 2015.

Will Microsoft FINALLY get rid of Balmer????
But, if they do manage to ship something called Windows 8 next year, that will not be enough time to do all of the things necessary to make it competitive on tablets. If you have a new OS that results in a product that is, compared to the entrenched competition, even marginally thicker, heaver, less battery life, more expensive, it is a non-starter.
@DonnieBoy

Where do you get 8 years? XP was 10/2001 and Vista was 11/2006, I.E. five years. And that did not count Server 2003 and 64 bit support that came out in the middle.

I no you are extremely biased to Linux, but at least get the known facts somehwhere near correct.
no matter how you look at it. Also, if you note that XP was really just a gussied up Windows 2000, and the Vista was virtually unusable due to driver problems and application compatibility, it was not until Windows 7 that there was a real viable upgrade to Windows 2000. And, that was over 8 years.
@DonnieBoy The exact dates matter very little

Well, I suppose if you're going to throw out numbers willy nilly... then you're right, the exact dates wouldn't matter.

I don't doubt Windows 8 will make some sort of showing in 2012, but I am very skeptical of their tablet direction. We'll just have to wait and see.
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@DonnieBoy
four years for Google to get their act together in refernce to Android? I think the report is being VERY generous!
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oldsysprog, dates don't count
Will Farrell 11th Apr 2011
@DonnieBoy
when Donnieboy gets called out on them. He exagerates ALL the time in hopes that nobody catches it!!
gussied up Windows 2000, and Vista was really not a usable update due to driver, application compatibility problems, and bloat. So, the time between Windows 2000 and Windows 7 WAS over 8 years that it took for a useful / significant update. In ANY case, over 5 years is an eternity for an OS upgrade. And, this time around, Microsoft is also adding support for a new processor architecture on top of a major upgrade that will somehow also magically make it scale down to cell phones.
anymore, especially for tablets. Most tablet applications will, by that time, be written for iOS (objective-C), or Android (Java/Davik), OR HTML5. So, Windows 8 could be largely irrelevant by the time it comes out, as there will be no Win32 apps optimized for tablets / touch.
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@DonnieBoy
Ever heard of Silverlight ? I can guarantee that there are *atleast* 11,000 touch optimized apps right now.

Also what makes you think HTML5 apps won't work on Windows 8.

Seriously man if you hate Microsoft so much say it out loud without beating about the bush.
create any special reason to use Windows 8. Yes, Microsoft paid a lot of cash to developers to get them to port iPhone and Adroid applications to WP7 phones, but, those will also be optimized for phones which have very small screens compared to a tablet, and will be completely overshadowed by all of the Android and iPad applications available - OPTIMIZED FOR TABLETS. Silverlight is in general a failure.

So, even if Microsoft delivers something called Windows 8 by 2012, the competition will be entrenched, and Windows 8 tablet will be at least marginally more expensive, thicker, heavier, less battery life. A non-starter for a newcomer against entrenched competition.
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Not what they're doing
Robert Hahn 11th Apr 2011
@g@ Silverlight, HTML5But if that's the strategy, why would Microsoft tell people to wait for Windows 8? They could do a Silverlight/HTML5 tablet tomorrow with WP7. But they don't do that. They are rushing a new version of Windows to market precisely to take advantage of the Win32 app ecosystem.

The wait they are imposing on their enterprise customers is a huge risk for them. If they really thought that Silverlight and HTML5 apps would keep people in the fold, they'd do it in a heartbeat.
tablet OS based on WP7 next month that would deliver Silverlight and HTML5, but, they somehow think that they need "full Windows" to be competitive. The only plus that "full Windows" brings is Win32, but, there are virtually NO tablet / touch optimized Win32 applications, nor are there likely to ever be any. Win32 was introduced with Win 3.1 for the love of god.
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But will it run on an ARM?
Robert Hahn Updated - 11th Apr 2011
@DonnieBoy Win32 was introduced with Win 3.1 for the love of god.Tell me about it. I have an app on this machine -- a quad-core Phenom running Win 7 SP1 -- that I wrote in Borland C++ (and its class library, OWL) on a 486/33.

I still use that app every day, so kudos to Microsoft for maintaining backward compatibility above and beyond the call of duty. But it is just that sort of backward compatibility that causes bloat and tired joints.
so, I would find it very unlikely that whoever currently owns the Borland IPR would ever port it to Arm sad

But, the best way to deliver old Win32 applications on Arm might be using WineLib, assuming you had the original source code. I keep saying that Google should buy Code Weavers. It might be the best and safest way to get old Win32 applications running on a tablet. Imagine combining WineLib with native client.
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Right on the money...
cosuna 11th Apr 2011
@Robert Hahn: maybe the real footnote from Gartner's report would be that Microsoft is working under an incorrect assumption, not that they won't deliver a REAL competitor in the near future.

Maybe that assumption is going to bite them in the... well you know... and that instead of gaining market share, the opposite will apply. That would explain that 2 "gap years" are not shown: 2013 and 2014, as they will be irrelevant for the final outcome.

With that said, @Larry, MS could be delivering a tablet OS on holiday 2012 and still gain 0.5 market share, but that would corrode to just 0.2 in just three years, even if initially it would be at 10 or 15% on 2013.

Let's call that the Star Wars I, Phantom Menace effect. Windows Tablet 8, thus will be akin to Jar Jar Binks. LOL
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Ironically, yes...
cosuna 11th Apr 2011
@joeyw72 : if you haven't followed Gartner for the past 15+ years, you would have known that they are briefed--in advance--on all new Microsoft initiatives, with full Q&A access, as this reports are used by companies to up the ante in their stock values.

Up until the mobile thingy, they had been bullish about Microsoft and it's operating systems.

Two examples:
On 2007, they warned companies that they shouldn't skip Vista .

On 2005, even before Vista was definitely announce they told businesses to start migrating to Vista before 2008.

So yes, they know what's on Windows 8. And if they are painting this doom-and-gloom picture, is because they don't like what they see.
It???s onerous to search out knowledgeable people on this subject, however you sound like you realize what you???re speaking about! Thanks gates millenium scholarship
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Ballmer can't figure anything out other than how to smash an iPhone.
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Microsoft is so clueless I believe it. Ballmer shows off HP tablet running windows 7 just to be cancel by HP a month later. By the time Microsoft gets it act together with it's partners the train will have left the station if it hasn't already.
It's fun just making things up. Numbers, statistics, anything to bring attention to ones self. It's a wonderfully demented game I suggest everyone plays it, but don't play too often otherwise you will never be able to stop! Sadly, we have lost Gartner. Well no real big loss there.
short term. All companies have to make long term plans, so, any information is better than no information at all. I personally think that Gartner is right on here, as that by the time that Windows 8 comes out, Win32 on tablets will be irrelevant, and Windows 8 will not lose all of its bloat, resulting in tablets that are at least somewhat heavier, hotter, more expensive, less battery life than entrenched competitors.
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Same Gartner had bad numbers about iPhones, iPad, Androids in the past. They also had good numbers about Linux desktops. A good CIO/CEO should never listen to Gartner. Period. It is a waste of resources including money and time.
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They probably took the advice of.....
Economister 11th Apr 2011
Loverock. That whole market is a flop anyway. The bubble is about to burst and everyone will return to their Windows notebooks. wink
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It could happen, but...
Robert Hahn 11th Apr 2011
I have trouble believing that Microsoft could be so down in the noise that they'd get lumped in with "other." Surely some of their enterprise customers will wait for them.

But certainly not all. RIM and HP will start banging on corporate doors with their enterprise-ready tablet solutions Real Soon Now. Microsoft isn't talking about Windows 8 until 2012 at the earliest, and then all the third-party app developers who make Windows the juggernaut it is have to show up with touch-enabled redesigns of the major flagship apps. Only then will Windows 8 tablets really deliver on the promise of the "Windows" name; Windows without the Windows apps is just another OS.

We're talking a good two years before IT departments that want to remain "Microsoft shops" can satisfy the 'tablet' demands of their users. That's a long time when credible offerings from RIM and HP are shipping in volume. Can Microsoft keep the drumbeat of FUD loud enough for two years to make customers wait? Gartner apparently doesn't think so.

Just think: we have two more years of Loverock Davidson telling us that tablets are a fad before he switches to telling us that they are business tools. Can we hold out that long?
To assert that Microsoft won't have a tablet out in 2015 is a ridiculous statement.
Sure they will. Will have have a significant impact? This is the real question. The Microsoft answer for the tablet war will be, like for phones, slightly late. Meanwhile, it will be different from the me-too approach used by all the current players (except for Apple evidently).
Gartner is completely in the field for this one.
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It's hard to expect a Windows [whatever] tablet doing much better by 2015.

Microsoft just doesn't seem to get it in this consumer-centric space. Yes, Microsoft is a sleeping giant that tends to dominate a space once they wake-up, but i think MS has ceded too great a lead to Apple and Android. Even hard-core Windows fanboys are seeing that Apple and/or Android devices don't seem to suffer by not originating in Redmond.
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Someone needs to tell Gartner that Microsoft had tablets out long before anyone else so how can they be a no-show in 2015? Maybe Microsoft know something that the rest of the world doesn't and that is the tablets are going to be a passing fad and will go back to its niche market and they don't need to invest a ton of R&D into it.
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Nobody bought them then
matthew_maurice 11th Apr 2011
@Loverock Davidson And Gartner expects the Win Tablet market to continue at that pace.
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Too expensieve, but that's not MS's fault
Will Farrell 11th Apr 2011
@matthew_maurice
but it was also somethng different, it was a handheld PC, not a scaled back, primarilly entertainment device
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Propaganda
Tim Acheson 11th Apr 2011
At Gartner they know how to align themselves with Apple's trendy iPad hype.

I'm always interested to read what "analysts" have to say. If they say the right thing at the right time, whether or not a prediction is fulfilled later on, it can be good for business.

In 2008 Gartner proclaimed the demise of Windows. Windows 7 has turned out to be the fastest-selling OS of all time, and even ten-year-old XP still dominates over the whole industry. They came up with all kinds of reasons. They famously claimed there would be no new versions if Windows after Vista. Was this propaganda, sponsored by organisations unknown but perhaps guessable? It was outrageous nonsense, but fanboys of Google and Apple including The Guardian lapped it up. I wrote a similar comment on their website today, but wisely they then removed the comments section from that page.

Being wrong apparently doesn't diminish the benefits of a sensationalist headline.
Microsoft strategy for Tablets either. Exactly how many Windows tablets were sold last year????
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Companies are still doing things half-assed
terry flores 11th Apr 2011
I talked to an HP person about their new tablet, and whether or not he would have one. He basically said that HP people would be last on the list to get one (cobbler's children and all) which struck me as a harbinger of failure. The is true for Microsoft and Dell, if they aren't willing to equip their own people, how do they expect us to be interested? These companies need to really jumpstart the cycle because they are way behind Apple, but they just don't seem to see it.
...but rather that they will have a negligible market-share...

See the "Other Operating Systems": (Since there's no other tablet OS, this row is most certainly dedicated to all things Redmond.). It actually increases over time from 234k to 700k. That is an increase in unit sales of 150%.

So, ironically, Gartner is indeed suggesting increased unit sales for Microsoft in tablets/slates on 2015, but those sales will be eclipsed by the total market created by alternatives which will be around 293 Million.
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considering it took 10 years for MS to get tablets wrong.
theo_durcan Updated - 11th Apr 2011
I should say in that order of reasoning that it would take them 20 years to get it right.
This is a very realistic prediction, 20 years is about the time it took them to get Windows right (more or less)!

So, for MS to get a decent tablet, it would be another 10 years.

I'm sure DonnieB would agree.
The only problem is that we are now moving beyond Win32, which more or less renders Windows 7 pointless.
It's funny that the main part of the article is missing out everyone comments, except Will Farrell!!!!
worldwide MEDIA TABLETS!!! Since MS don't make media tablets, full blown OS's is probably why they didn't put Windows on this list!!
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Gartner is mistaken on this one
68bomber 14th Apr 2011
Microsoft is good at come to the table with a solid meal. They just tend to serve the party late. But most of their customers are ok with that cause they move slowly to adopt technology. Microsoft's biggest loss will be in Healthcare and SMBs. These individuals are already adopting the Tablet for business. Everyone else, MS still has a chance with. www.vesselhead.com

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