When
I asked Microsoft officials back in late June for a list of vendors
making Windows RT tablets and PCs, they declined to provide one. But as I
noted at that time, Asus, Toshiba and Acer had all announced plans to provide Windows RT devices. Dell was rumored to be making a Windows RT machine, as well. Last week, ABCNews reported that Lenovo would be making two versions of its IdeaPad Yoga convertible machine: One running Windows 8 and one running Windows RT.
"You
will need to stay tuned for more details; PC manufacturers will be
unveiling their products as we approach the Windows 8 and Windows RT
launch," said Mike Angiulo, the vice president of our Ecosystem and
Planning team, and author of today's blog post. (We know Microsoft is
planning to have its Surface RT system available on October 26, but we do not know exact dates for the other OEMs.)
Microsoft officials also wouldn't comment on whether Windows RT had released to manufacturing (RTM'd) when Windows 8 did on August 1. But Microsoft officially is acknowledging Windows RT also has RTM'd, thanks to a mention in today's blog post.
In
today's post, Microsoft also shared some rough guidelines about battery
life expectations for Windows RT machines. When a Windows RT PC is not
in use (on connected standby), it will not require a battery charge for
days, Angiulo said. He also mentioned Windows RT machines' ability to
deliver "all day battery life" on "thin and light" machines. More
specifically, he said Microsoft has seen 8 hours to 13 hours of HD video
playback time on Windows RT PCXs, and 320 hours to 409 hours (more than
13 to 17 days) battery life when in connected-standby mode.
Anguilo
said Microsoft and partners built "thousands of reference design
hardware systems" and seeded more than 1,500 Windows RT reference
machines to software and hardware vendor partners to prepare for launch.
He also said Microsoft has found more than 90 percent of the RTM
applications in the Windows Store support Windows RT, and that there
will be printers, webcams and mobile broadband modules certified for
Windows RT.
Here's a photo provided by Microsoft of a prototype Windows RT system next to an actual, ready-to-ship model:
Microsoft's new blog post also repeated some facts about the upcoming
Windows RT operating system that Microsoft previously divulged, but
which are worth repeating. Windows RT includes a "siginificant amount"
of shared code with Windows 8, but is not identical to it. There is one
Windows RT binary that supports Windows RT SoC platforms from NVIDIA,
Qualcomm, and Texas Instruments. Windows RT software will not be sold or
distributed independent of a new Windows RT PC; it will be preloaded
only.
Despite Acer berating Microsoft for its venture
into the tablet space, Lenovo said it isn't fussed by it. In response,
it dished out a brand new tablet: the ThinkPad Tablet 2, aimed for
business and enterprise users.
Why is Lenovo content with the Surface, while Acer cries foul?
Because Acer has a lot more to lose than PC market share leader Lenovo.
And Acer should be worried.
In a nutshell (you probably don't need reminding): Microsoft's
Surface tablet is the software company's first venture into the tablet
market. Despite its "Microsoft" branding, it's likely that Asus is
building the device, which has around 7 percent of the global PC
building market share, according to IDC and Gartner.
Acer, which stands in fourth place behind HP -- which will soon be overtaken by Lenovo as the world leader in PC building -- Dell and Lenovo, kicked up a storm that Microsoft's Surface will push out its existing OEM partners.
But as ZDNet editor-in-chief Larry Dignan explained, Acer's position is "laughable" at best, and remarked that the PC ecosystem "needs some disruption."
The overall global PC market is stagnant and struggling to maintain
healthy levels. Jefferies analyst warned earlier this year that PC unit
sales could drop by as much as 10 percent in the third-quarter. Ouch.
Lenovo is in a strong position. Its rapid growth and targeted markets
are lifting the company to the pole podium position in PC
manufacturing. With close to 13 million shipments in the second quarter,
the remaining PC makers are quaking in their boots.
Speaking to ABC News' Joanna Stern: "Microsoft
is a strategic partner for us. The Surface has brought more excitement
to the marketplace. The ThinkPad tablet is focused after the business
individual; the Surface is more geared towards the consumer offering,"
said Dilip Bhatia, vice-president for Lenovo's ThinkPad business division.
(ZDNet's Adrian Kingsley-Hughes has more on the technical specs, and James Kendrick has the product image line-up. With the announcement comes two new ultrabooks -- ready for the enterprise.)
Of course, Lenovo isn't even remotely bothered by the Surface tablet;
it's too high up in the chain for Microsoft to come close to touching
it. Plus, the firm is working with Microsoft to get Windows 8 on the
tablet in the first place.
Acer, further down the line, will see Surface as a direct competitor.
It's a tale of two fronts: Microsoft is trying to get its software on
as many tablets as it can, while OEMs like Acer and Lenovo want to sell
as many tablets as they can, irrespective of software.
The trouble is, the operating system alone will sway the decision in what the business consumer wants.
Microsoft will likely see a similar market share figure to its
Windows Phone platform: high enough to be in the top five manufacturers,
but eclipsed in numbers by its competitors. Microsoft will will likely
see a bump in Windows 8 on tablet shipments, and Lenovo will help with
this -- just as Samsung helps Google in operating system market share by
using Android, and vice-versa.
Microsoft is right to shake up the PC ecosystem. It's what it relies on. Surface isn't a threat to the PC ecosystem at all; it's a cleverly designed disruptor.
China Times is reporting that Microsoft is only letting an elite few companies build Windows RT tablets
in order to focus its research and development resources. It asked
three chipmakers to pick up to two OEMs to bring inside the tent, with NVIDIA grabbing ASUS and Lenovo, TI snagging Toshiba and Qualcomm selecting Samsung and HP.
However, the latter company dropped out of the program to concentrate
on x86 machines, so Dell's currently jockeying to take its place. The
first wave of completed tablets will arrive on October 26th, and Redmond won't open up the market until January next year -- so expect Windows RT to be the buzz-word CES 2013.