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Vendors Have Negative Response to Windows 8, Says Analyst

By - Source: Tom's Hardware US | B 81 comments

One analyst traveled across Asia and discovered an overwhelming negative outlook of Windows 8.

Business Insider reports that Topeka Capital analyst Brian White recently traveled through Asia to meet with supply chain manufacturers. He discovered that they were "overwhelmingly negative" about Microsoft's upcoming Windows 8 platform, and reports that the supply chain thinks there will be "little life" after the Windows 8 launch on October 26.

"Although October is expected to be the sweet spot for the notebook ramp for Windows 8, and further follow through is likely in November, we were warned of idle facilities in December," White stated. "One of our contacts does not expect Windows 8 to be material until the second-half of 2013."

The analyst also said enthusiasm for Ultrabooks in the supply chain has deteriorated, as the cost structure remains too high under Intel's current specifications. That less-than-stellar enthusiasm seems to echo a similar comment made by GBI Research in a recent report.

"The high prices of Ultrabooks compared to notebooks and tablet PCs is a major market challenge for manufacturers like HP, Dell, ASUS and Acer," the report said. "However, factors like the reduction in the processor prices, hardware and software support, funding from Intel and reduction in flash memory prices will have a significant impact on the overall Ultrabooks market sales in the long term."

GBI Research said it expects the global Ultrabook market to reach $75.8 billion in revenue in 2016, from just $1.3 billion in 2011, growing at a CAGR of 69.2-percent during 2012–2016.

On Monday Topeka Capital's Brian White said that due to the lackluster reception of Windows 8 and the still-high cost of Ultrabooks, the firm believes the PC industry "is headed for a muted December quarter and well below the ramp expected with new products."

Windows 8 will be here in less than two weeks. OEMs have already started introducing their upcoming launch products to the public including Lenovo, Vizio, Acer, Sony, Dell, Logitech, and more.


 

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  • 21 Hide
    Old_Fogie_Late_Bloomer , October 16, 2012 4:45 PM
    With the Surface starting at $500 ($600 with a keyboard cover), it's not gonna just be venders with that negative outlook...
  • 21 Hide
    hotroderx , October 16, 2012 4:59 PM
    I just wish Microsoft would admit they made a mistake and just give us the "OPTION" to use a standard desktop.

    Windows 8 is a little faster then Windows 7 I liked windows 8 for the most part. The 60-80 dollar price point I been seeing it at makes it very attractive. The only reason I will completely skip 8 is become of the forced Metro 8 Interface.

    I wish Microsoft would just release a update that allows metro to be disabled instead of digging its heels in. Maybe the backlash from the manufactures and community will be enough for Microsoft to see the error of its ways.
  • 18 Hide
    Benthon , October 16, 2012 4:55 PM
    Absolutely zero reason to go to Windows 8 on a PC. With all the drastic changes, they should've put a bit more feedback into the equation.
Other Comments
  • 21 Hide
    Old_Fogie_Late_Bloomer , October 16, 2012 4:45 PM
    With the Surface starting at $500 ($600 with a keyboard cover), it's not gonna just be venders with that negative outlook...
  • 17 Hide
    kawininjazx , October 16, 2012 4:50 PM
    Microsoft ruined it for themselves when they made Windows 7 so awesome, why would you switch?
  • 4 Hide
    Bloob , October 16, 2012 4:54 PM
    Seems like Windows will reign for a while longer:
    http://www.pcadvisor.co.uk/news/mobile-phone/3405180/survey-of-it-managers-suggests-preference-for-microsoft-mobile-platforms/

    Also, if Intel ultrabooks are too costly, use AMD ( or make "regular" laptops ).
  • 18 Hide
    Benthon , October 16, 2012 4:55 PM
    Absolutely zero reason to go to Windows 8 on a PC. With all the drastic changes, they should've put a bit more feedback into the equation.
  • 3 Hide
    mcd023 , October 16, 2012 4:58 PM
    With the cost of ultras too high, it seems like that will open the door for AMD, which may then force intel to lower the prices of their cpu's for ultrabook manufacturers.

    In the mean time, I'm still looking forward the surface pro. I was gonna get the ASUS convertible, but they're putting Clover Trail or Field or whatever it is, which will perform like the Tegra 3, from what I've seen. So, I guess the Surface, with the keyboard and stylus is the next best thing.

    BenthonAbsolutely zero reason to go to Windows 8 on a PC. With all the drastic changes, they should've put a bit more feedback into the equation.

    For me, I like the faster boots and the background maintenance. Will you have to go to Win8? No. Will you have to get Office 2013? No. I will be getting the Win8 upgrade and I'll definitely miss 2013 when the preview ends.
  • 21 Hide
    hotroderx , October 16, 2012 4:59 PM
    I just wish Microsoft would admit they made a mistake and just give us the "OPTION" to use a standard desktop.

    Windows 8 is a little faster then Windows 7 I liked windows 8 for the most part. The 60-80 dollar price point I been seeing it at makes it very attractive. The only reason I will completely skip 8 is become of the forced Metro 8 Interface.

    I wish Microsoft would just release a update that allows metro to be disabled instead of digging its heels in. Maybe the backlash from the manufactures and community will be enough for Microsoft to see the error of its ways.
  • 7 Hide
    CDdude55 , October 16, 2012 5:01 PM
    Not suprising, Windows 8 really doesn't offer much that would give people an incentive to upgrade. The new UI is one of the major reasons i don't think it will hold much of a market share compared to 7 and XP, most mainstream users are just now switching to 7 and when those people see Windows 8 i don't think they really see anything of worth. It really has no place for it's existance.

    It's a great tablet/touch OS, but nothing more.

  • 5 Hide
    hotroderx , October 16, 2012 5:01 PM
    mcd023With the cost of ultras too high, it seems like that will open the door for AMD, which may then force intel to lower the prices of their cpu's for ultrabook manufacturers.In the mean time, I'm still looking forward the surface pro. I was gonna get the ASUS convertible, but they're putting Clover Trail or Field or whatever it is, which will perform like the Tegra 3, from what I've seen. So, I guess the Surface, with the keyboard and stylus is the next best thing.For me, I like the faster boots and the background maintenance. Will you have to go to Win8? No. Will you have to get Office 2013? No. I will be getting the Win8 upgrade and I'll definitely miss 2013 when the preview ends.


    I think AMD's problem right now is no money to fund RD. Really troubling to say this but right now AMD is barely keeping its self a float. I really hope they pull out of there funk soon or we could start to see the same thing happen with Desktop processors.
  • 0 Hide
    Anonymous , October 16, 2012 5:43 PM
    UMM this article is confusing. What does the state of the ultrabook market have anything to do with Windows 8, a product designed primarily for TABLET styled PC's? There is almost no reference to anything specific about Windows 8.

    Ultrabooks on the decline? Thanks for that fabulous insight Watson.......

    I would imagine that M$ will be pushing surface tablet primarily for windows 8 adoption. And guess what? You can turn off the Metro interface for everything not touch based. So that ends your overwhelming "meh" feeling about windows 8.
  • 0 Hide
    jackbling , October 16, 2012 5:58 PM
    HotRoderxI just wish***snip*** of its ways.


    It is just a full screen start menu, and instant search is improved.
  • 5 Hide
    killerclick , October 16, 2012 6:07 PM
    Die, Metro, die
  • 3 Hide
    yerld , October 16, 2012 6:08 PM
    I like Windows 8. Especially on my older laptop, the faster boots and increased responsiveness are much appreciated. I also like the Task Manager, and for once, the time it takes to copy files (from one hard drive to a USB device, etc.) is correctly estimated.

    However, the OS does come with some annoyances. The Charms bar gets in the way, and the new Start Screen becomes cluttered and unwieldy once several programs have been installed (it takes longer to find the program you want to run). Alt-Tabbing to toggle between apps has become more inconvenient.

    On the whole, it's a decent iteration of Windows - the good balances out the bad, and I'd take it over Vista or the aging XP any day. However, I can't think of any compelling reasons for most Win7 users to upgrade.
  • 0 Hide
    dimar , October 16, 2012 6:15 PM
    Why not do to Microsoft what people did to Bioware when they hated Mass Effect 3 ending? We got extended cut, and somehow the founders left in the process. I mean endless complaining..
  • 12 Hide
    sporkimus , October 16, 2012 7:02 PM
    The vast majority of everyone would like to simply say "I told you so".
  • 0 Hide
    ddpruitt , October 16, 2012 7:17 PM
    Actually I'd take this report with a grain of salt. If you check out the guys recent articles it seems like he's an Apple man. Not saying he's wrong but I'm sure his opinion, and it's just that, is a little biased.

    Always consider your source
  • 3 Hide
    Antimatter79 , October 16, 2012 7:22 PM
    I haven't touched Windows 8 yet, but I probably should get some hands on exposure, just so I know exactly what I'm hating along with the majority of folks. It's a morbid curiosity, like wanting to see a really bad horror movie.
  • 10 Hide
    Kami3k , October 16, 2012 7:23 PM
    Until they grow a brain and at least give us the option to never see the metro UI in Windows 8, I'll stick with Windows 7, or just get Windows 9 when they were forced to grow that brain from poor sales and reception of 8.
  • 0 Hide
    Kami3k , October 16, 2012 7:25 PM
    dimarWhy not do to Microsoft what people did to Bioware when they hated Mass Effect 3 ending? We got extended cut, and somehow the founders left in the process. I mean endless complaining..


    Extended cut was just more of the same crap, and the two doctors left not because the fans negative reaction. Ray said that himself.

  • 0 Hide
    DjEaZy , October 16, 2012 7:27 PM
    ... i would buy a AMD Trinity powered MacBook...
  • -9 Hide
    back_by_demand , October 16, 2012 7:28 PM
    HotRoderxI just wish Microsoft would admit they made a mistake and just give us the "OPTION" to use a standard desktop

    Some people wish they had the option to use Chrome or Firefox pre-installed and they get REALLY annoyed and upset that they have to spend all of 30 seconds of their own valuable time downloading and installing it themselves, OUTRAGEOUS!!!
    ...
    How about you grow up and spend all of 30 seconds downloading ClassicShell and get your Start menu back and have it boot directly into classic desktop
    ...
    Maybe I can shine your shoes while you wait as well, massa...?
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