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Android leader is impressed with Microsoft commitment

Samsung Electronics Comp., Ltd. (KSC:005930), like many OEMs, appears relatively sold on Microsoft Corp.'s (MSFT) innovative Windows reinvention, Windows 8, which launches in October. Despite customer skepticism surrounding the elimination of familiar features and progression to touch-driven interfaces, Samsung showed off a nice lineup of devices powered by Windows 8 at Computex 2012 in Taiwan.

I. The Galaxy Tab Windows Tablet Cometh

Noticeably absent was a tablet.  

Now a report by Bloomberg says that Samsung will not only release a Windows 8 tablet in October, but that it also will be a Windows 8 on ARM (WOA) tablet.  Rumor had it that WOA tablets might not land until after the holiday season.

Windows 8 Samsung tablet
Samsung is rumored to be prepping a Windows 8 ARM tablet for October.

However, there's no real reason to automatically disbelieve that Samsung will indeed have a Windows 8 RT design market-ready at launch.  Windows 8 has been happily running on ARM hardware for over a year now.  And the launch will coincide with mass availability of Samsung's own Exynos 5 and Qualcomm, Inc.'s (QCOMSnapdragon 4 -- two promising system-on-a-chip options for WOA tablets.

Samsung is coming off a reinvigorated calendar Q1 2012 in which iSuppli estimates it captured 11 percent of the tablet market (2.2 million units).  While far behind, Apple, Inc.'s (AAPL) industry-leading iPad (11.2 million units, 58 percent of sales), Samsung managed to leapfrog Amazon.com, Inc. (AMZN) whose budget Kindle Fire device dropped to just over a million units sold (5.8 percent).

II. Windows May Save Samsung From Lawsuits

A switch to a Windows tablet could help relieve Samsung's intellectual property woes.  Sued by Apple, Samsung's Galaxy Tab 10.1, its premier model, is currently banned for sale in the U.S., after a federal court ruled that it infringed on this:

Apple D'889 patent
Apple's D'889 patent [Image Source: Google Patents]

...2004 era Apple design patent (U.S. Design Patent D504,889) claiming sole ownership of rectangular tablets.  Design-wise, there are few ways to skirt that patent if it's upheld, aside from either adding unsightly useless extra buttons.  Samsung's Galaxy Nexusalso banned, was targeted by Apple for allegedly ripping off the iPhone's patented design.  Thus adding curves, decals, or metal embellishments does not appear to be novel enough to escape Apple's broad design ownership claims.

Of course, if Samsung switches to Windows 8, it becomes much harder for Apple to sue it.  Microsoft is known for aggressively defending its OEM partners, and it owns a favorable cross-licensing pact with Apple.  The company would likely show little tolerance for Apple trying to bully Windows 8 tablet makers.

On the other hand, Samsung faces danger from its ally, following Microsoft's decision to jump into the world of first-party tablet designs with its sleek Surface.  The 10.6-inch Surface is expected to be the Windows 8 tablet to beat, so Samsung has a tall order of cooking up a device sufficiently thin and full-featured to vie with the Microsoft design for sales.

Microsoft Surface
The Microsoft Surface

Samsung is coming off a strong Q2 2012, despite struggling with a weak European market.

Source: Bloomberg



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AND IN THIS CORNER...!
By bupkus on 7/9/2012 4:19:21 PM , Rating: 1
I slightly stodgy Microsoft makes its way into the 20'x20' boxing ring amid cheers and boos from long time customers, OEMS and the opponent's fans. Steve Ballmer, the CEO of Microsoft sits in one of the ringside seats reserved for corporate officers and their best customers. Larry Ellison sporting a tan from his recent trip to his new home island is seen bribing an usher to a better seat.
Suddenly, under a hail of boos and cheers enters the champion back from its recent victories in Federal court... Apple.
Now they are about to be read the rules of conduct and... I guess there are no rules.
Apple leans in to MS and says quietly, "we meet again". Apple is looking lean and muscular but seems to be plagued with a reoccurring limp where it keeps its daily report of market share.
And there's the bell....!




RE: AND IN THIS CORNER...!
By Pirks on 7/9/2012 4:44:21 PM , Rating: 1
quote:
reoccurring limp where it keeps its daily report of market share
Who cares about market share if your profits are the largest in industry?


RE: AND IN THIS CORNER...!
By phatboye on 7/9/2012 4:58:54 PM , Rating: 3
Now that Apple finally has decent competition we'll see how long those record profits last. That is exactly why Apple is so scared right now, the reason why Apple is on a suing spree. They know that years of record profits won't last forever, especially in the face of strong competition.


RE: AND IN THIS CORNER...!
By Pirks on 7/9/2012 5:02:21 PM , Rating: 2
Sorry man, I don't see any decent competition to Retina iPad or Retina MacBook Pro or MacBook Air. I wish your dreams come true but so far Apple keeps one step ahead of its competition and I don't see any reasons for this to change.


RE: AND IN THIS CORNER...!
By bupkus on 7/9/2012 10:13:52 PM , Rating: 1
quote:
and I don't see any reasons for this to change
You want to see change?
Plant your feet firmly on the ground and with a quick yank pull your head out of your... Apple.


RE: AND IN THIS CORNER...!
By Pirks on 7/9/2012 10:21:38 PM , Rating: 3
Decent attempt at trolling but no arguments


RE: AND IN THIS CORNER...!
By BillyBatson on 7/10/2012 3:34:06 AM , Rating: 2
Retina iPad? The MS Surface ivy bridge has a pretty nice resolution and apple won't stay on top of the screen resolution charts for long. Right now it has the best screen by not for much longer.

Retina MacBook Pro? Remove the display and tell me how it's better than other choices of laptop? Especially considering it isn't upgradable and hardly repairable... When most people pay a premium price for a premium laptop the screen resolution is not the only choice in deciding but that's the only area where this machine shines...

MacBook Air? Again... MacBook Air?!?! Over priced, under powered, and it was only attractive when it was first released 4 years ago?! All an Air does is replace having to own an iPad and a full sized MacBook but doesn't do either particularly well. With more ultra books being released, and yes te Surface ivy bridge, this machine will quickly become more outdated than it already has especially at its current price point.

Apple has had an increasingly harder time "keeping one step ahead" in the last year due to increased competetion and lack of anything mew that's compelling enough to purchase.


RE: AND IN THIS CORNER...!
By Pirks on 7/10/2012 3:15:38 PM , Rating: 2
quote:
MS Surface ivy bridge has a pretty nice resolution and apple won't stay on top of the screen resolution charts for long
Surface with Ivy Bridge is way more expensive, has worse screen and has exactly zero touch apps, while Apple has a gazillion of them already. MS has very tough uphill battle to win, and they may lose it just like they lost it with Zune.
quote:
Remove the display and tell me how it's better than other choices of laptop?
Battery, thickness, weight, assembly quality.
quote:
Especially considering it isn't upgradable and hardly repairable
This doesn't bother people buying tablets and expensive smartphones, so not an argument these days. Besides, consumers won't upgrade or repair it anyway, and geeks usually don't buy Apple.
quote:
When most people pay a premium price for a premium laptop the screen resolution is not the only choice in deciding but that's the only area where this machine shines
Not at all, see above. Weight, thickness, build quality, OS that a lot of people like much more than Windows (less malware, no Metro that people hate, etc etc)
quote:
Over priced, under powered
PC industry laughs at your lies. They tried to produce same quality/weight/thickness ultrabooks for lower price and they have failed. So do you.
quote:
Apple has had an increasingly harder time "keeping one step ahead" in the last year
Ya, you keep soothing yourself while Apple profits keep growing and growing, leaving everyone behind. I'm looking for new innovations from Apple this year, such as in-cell touch screen on iPhone 5. Apple will pwn everyone else one more time, and you'll keep posting frothy posts here telling everyone how in-cell touch is not an innovation blah blah blah. Do your trolley job man, you're good at it.


RE: AND IN THIS CORNER...!
By Helbore on 7/10/2012 5:33:16 AM , Rating: 2
The MacBook line isn't really a source of Apple's record profits. They are still in a minority market share and wouldn't be anywhere like where they are now based on those products, so they aren't really relevant. Apple has plenty of decent competition in that area.

The iPad you are right about. Only time will tell if they have decent competition in that sector. However, there is more to a tablet than just how high the screen resolution is, so even if competitors don't match the retina display, it doesn't mean they don't have a product to compete with. Apple has no tablet competition to the Surface, as it has a USB port, for example.

If anyone eats into the tablet market, the Mac line won't help maintain Apple's record profits.


RE: AND IN THIS CORNER...!
By Pirks on 7/10/2012 3:28:17 PM , Rating: 2
quote:
Apple has no tablet competition to the Surface, as it has a USB port, for example
You can only say this for sure after Surface is released, the price is known and we all saw the first reviews and bugs and issues. Right now we only saw a demo where Sinofsky tried to show us new IE and it froze RIGHT THERE. Good start for an iPad competitor, don't you think? :)


RE: AND IN THIS CORNER...!
By Helbore on 7/10/2012 5:41:48 PM , Rating: 2
I think I kinda inferred that point when I said "only time will tell."

But I thought my point there was obviously clear. Obviously not, though.

Claiming that the Surface offers no competition to the iPad because it doesn't have a retina display is a false assumption - because it assumes that pixel density is the only thing consumers are interested in. My point was to illustrate that there are other areas where the iPad lacks. Not beating it in pixel density does not mean that an alternative is uncompetitive.


RE: AND IN THIS CORNER...!
By ratbert1 on 7/10/2012 5:44:09 AM , Rating: 2
quote:
Who cares about market share if your profits are the largest in industry?

That's exactly what GM said in the 70's.


Nah, the Surface for me please
By Pirks on 7/9/2012 3:35:51 PM , Rating: 2
I want ma stand, ma SD card, ma slick and stylish magnesium case, ma touch keyboard cover, and ma USB port too. Thanks Samsung but no, I don't think you can deliver. Stay with crapdroid, this is where your plastic junk belongs.

P.S. well I will reconsider if Samsung makes something ubercheap like that Google Nexus 7 for $199, I might get one on the cheap for my son and leave luxury tablet like Surface for myself hehe. I gonna use it on Tony's head whenever it pops here. Whack-a-Tony anyone? ;)




RE: Nah, the Surface for me please
By Arsynic on 7/9/2012 4:07:24 PM , Rating: 2
It does look like a cheap toy next to Surface RT.


RE: Nah, the Surface for me please
By Pirks on 7/9/2012 4:39:04 PM , Rating: 2
Expensive Surface RT to pwn Tony & other Macolytes, and cheapo Samsung RT for kids, some multimedia too (movies, IPTV, netflix and such)


WART not WOA
By Belard on 7/9/12, Rating: 0
RE: WART not WOA
By MindParadox on 8/7/2012 2:54:08 PM , Rating: 2
quote:
WOA? Really? They are called Windows RT.


Yeah, WOA, as in, Windows On ARM

Windows RT is the ARM only version of Windows 8, so if you ccalled with Windows Arm RT, you would basically be saying the Windows for Arm Arm Version, which makes no sense :P


"It's okay. The scenarios aren't that clear. But it's good looking. [Steve Jobs] does good design, and [the iPad] is absolutely a good example of that." -- Bill Gates on the Apple iPad














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