Windows 8 fails to prevent the PC era from coming

Computer store news: Nomura Securities analyst Rick Sherlund is one of Wall Street's most respected Microsoft observers. He believes that Windows 8 has not slowed down the “post-PC era”, and consumers prefer smartphones and tablets instead of PCs. This morning, Xue Lun pointed out in his report to clients: “PC sales continue to decline, and consumers and emerging market users choose tablets and smartphones instead of Windows PCs. Windows 8 failed to stop the recession. ”

Microsoft investors had hoped that Windows 8 could change the industry's tilt toward mobile devices. Touch functionality has become a core feature of Windows. To this end, Microsoft partners have developed touch PCs, including hybrid devices, which can be used both as tablets and as notebooks. However, Xue Lun pointed out that consumers seem to have no interest in Microsoft Win8 tablets. The report said: "Microsoft is trying to integrate the intuitive usability of the tablet and the compatibility and functionality of the PC, but Win8 is in awkward position. For consumers, this integration is not needed when low-cost tablets and smart hands are available and the Office alternatives are easy to learn. ”

Xue Lun further pointed out: “So far, the corporate market has not much interest, which makes investors and stocks uneasy. & rdquo; This situation may change, even if the company is not interested in the tablet function, but equipment prices, battery life, Windows 8 applications increase, will also attract business users. Over time, companies may run experimental projects on Windows 8 to increase confidence in their use. The new Office software will also promote the sale of Windows 8 in the enterprise market. Given the unsatisfactory start of Windows 8, its prospects in the enterprise market are questionable. If there is improvement in the second half of 2013, there will be some optimistic reasons.

The most immediate impact is Microsoft's revenue forecast is down. Xue Lun expects that in the fiscal year ending June 30, Microsoft's revenue will increase by 8% year-on-year to US$79.6 billion, instead of the previous growth of 9% to US$80 billion; Microsoft's operating profit will increase by 3% this fiscal year. , up to 28.9 billion US dollars, instead of 4% growth, reaching 29.2 billion US dollars.

Xue Lun said: "In the near future, there is no good news, and it may be better in the latter part of this year. ”