Microsoft's acquisition of Nokia is only a matter of time
Di Tiecheng, a senior communications industry observer, believes that Nokia's acquisition by Microsoft is only a matter of time. The prospect of Nokia's independent survival is bleak, and ultimately it may only be in Microsoft's arms. Neither Nokia nor Microsoft have other better options, and it is only a matter of time before the acquisition is reached. The interruption of negotiations and various scandals of extracurricular activities are more a half-push negotiation strategy. The collapse of Nokia's mobile phone business will not only become a reason for Microsoft to stop acquisitions, but also become a catalyst and an opportunity for Microsoft to acquire Nokia. At the same time, the defeated Nokia, the board's willingness to sell more strongly. The acquisition of Nokia is Microsoft's long-term planning based on its own transformation strategy. In October last year, Ballmer said that Microsoft will fully transform, and equipment and services will become Microsoft's future development direction. The acquisition of Nokia has become a crucial foothold for Microsoft's mobile terminal strategy. In addition to selling to Microsoft, Nokia has no other better option. Lenovo, Huawei, Google, etc. are not reliable. Only Microsoft is the standard "rich and handsome", and there is a strong demand for acquisition.
Although Nokia looks like the building will fall, but the possibility of sudden death is basically not. The worst result of Nokia is forced to betray Windows Phone and throw it into the arms of Android. This means that Nokia has given up the opportunity to stand alone with Samsung and Apple on the south, and it has become a second-rate.
According to the market share data of Windows Phone users released in May this year by the advertising service network AdDuplex, Nokia accounted for the majority of Microsoft Windows Phone with 83% market share.
This means that once Nokia turns around, Microsoft Windows Phone is very likely to be completely out of the game, and will always lose the opportunity to compete with Android and iPhoneOS for the mobile terminal operating system market. The mobile terminal represents the future trend. After Windows Phone is out, who can see the future of Microsoft? After desktops are becoming more and more exclusive configurations for office and professional fields, Microsoft's Windows may become Apple Mac OS 15 or 6 years ago.
Starting from Windows 8, Microsoft through the Metro interface, through the PC desktop and mobile terminal user interface, Windows Phone began to use its absolute advantage on the desktop side to force the mobile terminal system. According to AllThingsD, a technology news site, Microsoft has recently brewed a large-scale organizational reorganization. The core of the reorganization is two, one is the interaction and coordination of the two operating systems Windows and Windows Phone, and the other is the importance of improving the hardware equipment business. Obviously, for the mobile terminal market, the huge Microsoft empire has already leaped into full force, and even has a desperate posture. But in addition to Nokia, Huawei, HTC, Samsung, etc., all partners are two-footed, focusing on Android, and more of them using Windows Phone as a backup basket, which makes the ambitious Microsoft have a kind of power and no place. Suffocating.
Without hardware, Microsoft's operating system is rootless. The acquisition of Nokia has therefore become a crucial foothold for Microsoft ’s mobile terminal strategy, so the author believes that Microsoft ’s hardening is a strategic choice for Microsoft, and the acquisition of Nokia is obviously not an impulse and only a forced helpless move, but based on a transformation strategy Long time planning.
Microsoft is rich in money, and overseas subsidiaries currently hold about 66 billion US dollars in cash. There is no problem with the acquisition and subsequent development funds of Nokia; Microsoft does not have a mobile phone manufacturing business, and there is no balance between the two after the acquisition. Integration is relatively easy; the previous The cooperation has given both parties considerable understanding and integration from engineers to management; integration is even more handy.
Nokia won't pretend to be "sold" by Microsoft
Liu Jie, a senior correspondent and industry commentator, believes that Nokia will not "sell" Microsoft. Nokia has gained popularity and has a high brand reputation, and still has strong global channel capabilities. It has many firm partners, 200 million to 300 million per year. Of mobile phone sales prove its close relationship with consumers, as long as the new products are strong enough, the market strategy is appropriate, and the channel is re-raised to be easy. Moreover, Nokia's overall market performance is still strong, the market value and valuation are still high, and the brand advantage is huge. It shows that Nokia continues to maintain a strong influence on the market and contacts with customers, far from being defeated. It was Microsoft WP that affected Nokia, and the failure was only temporary. And Microsoft must fully consider the ideas of hardware partners, and will not destroy its future in order to acquire Nokia. Google is a lesson. In addition, the smartphone itself produced by Nokia has begun to meet people's needs, and Nokia's great advantage is that it has a good camera effect and is stronger than most Android phones. This is one of the important advantages they can compete with iphone. Changes are already in progress.
In the era of smart phones, Nokia has become a declining king, but it is fighting a turnaround and still has growth potential. According to data from market research firm Gartner, in the first quarter of 2013, a total of 210 million smartphones were shipped globally, of which 156 million were Android phones, accounting for 74.4%; Windows Phone system phones shipped more than 6 million, accounting for 2.9%. Specific to Nokia, although its smartphone sales are only about 6 million units, the sales of feature phones still reach 56 million units. In terms of revenue, Nokia's feature phone revenue was 1.6 billion euros, while smartphone revenue was 1.2 billion euros. From the above data, it can be judged that although Nokia has not achieved some gains in the smartphone market, it is still the leader in the feature phone market. To know that selling a smart phone and selling a feature phone, they also correspond to one. Customers, but customers' needs and values ​​are different. Such huge sales of feature phones indicate that Nokia continues to maintain a strong influence on the market and contacts with customers, far from being defeated.
At the consumer level, Nokia is a personal consumer brand, and Microsoft is a software brand. In the era of popular piracy, it does not have the characteristics of personal consumer products and is unwilling to pay for it. Therefore, Nokia has an unparalleled brand advantage over Microsoft. If it is acquired by Microsoft, it is very ridiculous, no matter how paranoid the CEO of Nokia will not do such stupid things.
We believe that time is the only criterion for testing truth, or that Nokia ’s future can be left to time to judge.
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