The possible agreement of Microsoft and Samsung is that Samsung will help Microsoft expand market share of Windows Phone 7 while Microsoft will help Samsung to be one of top 3 in PC industry.
Samsung declares that the proportion of smart phones based on Windows Phone 7, Android, Bada in 2011 will be 60%, 30%, 6%. The declaration is seemingly rather unwise because Android is obviously much stronger than Windows and Samsung has sold over 10 million Galaxy phone in 2010. One possible explanation is that Samsung is responding to the request of Microsoft.
Double A (Acer and Asus) based in Taiwan are performing well recently in PC industry with Acer ranking 2nd and Asus ranking 6th. But it is not the end. The advantages of low cost and Confucian Culture will help Asian vendors gain stronger competitiveness in the future. Samsung declares that it will be one of top 3 in 2014. But how will Samsung achieve that goal? Two ways. One is to gain support from Microsoft. The other is to acquire PC sector of HP.
HP is highly possible to sell its PC sector to Samsung within next 3 years. The margin of PC sector is only 6%, much lower than its double-digit figures for other sectors. Moreover, PC sector is rooted in consumer market and hence has conflict with the ambitious enterprise cloud computing.
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