Mobile Platform War: Why Microsoft Is Likely A Winner

Over the past a few years, we have witnessed the death or almost sure death of at least three mobile platforms: Palm’s WebOS, Research In Motion’s (RIMM) BlackBerry, and Nokia’s (NOK) Symbian. When the market identifies a new direction in computing, small fish are either acquired or slaughtered, big sharks are taking over.

(Click to enlarge)

Source: Wikipedia “Mobile operating system

First came Apple (AAPL), whose iOS revolutionized mobile OS. It has become the platform to be copied by its competitors. Next came Google (GOOG), which realized the potential of having its own mobile platform and introduced Android. Finally came Microsoft (MSFT). Just like Motorola’s Droid boosted the popularity of Android, Lumia 900 represents the dawn of a new era, the era of three kingdoms of Mobile OS market: Android, iOS and Windows.

Is it too early to predict that Windows will become a successful mobile OS when it currently has less than 5% of the market share, while Android and iOS account for a whopping 80%? No. By closely tying up its mobile graphical interface with PC version Windows 8, it is well prepared for a major market invasion.

Microsoft’s strategy is simple: given the global PC market size, Windows 8 will adapt most people to a new tiled interface as all new PCs sold next year will be pre-installed with Windows 8 (89 million new personal computers were sold in the first quarter of this year). It almost guarantees that a large share of the population will be used to the new Windows very soon. That is huge for mobile Windows 8 — no learning curve for a new mobile OS.

via Mobile Platform War: Why Microsoft Is Likely A Winner, Again – Seeking Alpha.


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