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HTC starts to favour WP7

by Scott Bicheno on 3 October 2011, 10:21

Tags: HTC (TPE:2498), Microsoft (NASDAQ:MSFT)

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Getting serious about the alternative

There is undeniable momentum behind Microsoft's WP7 mobile platform - both on its own merits, such as the Mango update and the impending Nokia launch, and due to the ongoing challenges faced by Android.

A month ago we wrote ‘NokiaSoft grows stronger by the day', and that trend has continued in the intervening weeks. Last week was especially challenging for the Google platform, with Amazon launching an Android-based tablet which circumvents all the Google products and services that normally come with an Android device.

On top of that Samsung decided to cut a deal with Microsoft over Android patents, apparently lacking faith in Google's ability to resolve the matter. Both events added to the picture of Android as a troubled platform, especially since Google is probably going to have to hand over several billion dollars to Oracle for infringing Java patents. You can read a good summary of last week's events from the point of view of a VC here.

Part of the Samsung announcement was a nebulous vow by Samsung to: "...open a new chapter of collaboration beginning with our Windows Phone Mango launch this fall." Microsoft is cleverly applying both stick and carrot to its WP7 OEM partners to incentivise them to put more effort into its own platform than Android.

Apart from Samsung, the other big swing-voter is HTC, and it's starting to make increasingly pro WP7 noises. Mobiledia reported an HTC statement last week that said WP7 phones now represent 30 percent of its sales. This seems remarkable, bordering on implausible, to us but regardless of the accuracy of this figure, for HTC to make such a statement speaks volumes by itself.

"We believe that Windows Phone 7 will eventually be better than other platforms and will give Android a run for its money," said HTC's manager in Singapore, Melvin Chua, in the Mobiledia piece.

Of course Apple has been the chief antagonist of Android OEMs, and we're sure the team in Cupertino will be enjoying the irony of the fact that it's probably contributing to the success of its oldest and most bitter rival by driving the likes of HTC into the arms of Microsoft. On top of that a report surfaced over the weekend that some HTC Android phones may have major security vulnerabilities.

HTC made it clear to us some time ago that, regardless of Nokia's special place in Microsoft's mobile affections WP7 remains an important strategic option for it. There are signs that the Taiwanese smartphone specialist is increasingly ready to exercise that option.

 



HEXUS Forums :: 12 Comments

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Wait what, positive WP7 news...... There was me starting to think that Microsoft had managed to snatch failure and defeat from the jaws of victory with this one.
TheAnimus
Wait what, positive WP7 news...... There was me starting to think that Microsoft had managed to snatch failure and defeat from the jaws of victory with this one.


WP7 has been gaining quite a bit of positive news light recently.

2012 will be a very interesting year regarding Microsoft and Nokia. They is a positive sense in the air that they two old giants are coming back with vengeance and to remind the tech industry of why they were so successful once.
Lots of HTC Desire owners (*waves hand in the air*) will be due an upgrade in the coming months. It'll be interesting to see whether they stick with Android, or move to something else. It'll also be interesting to see whether people stick with HTC.

Replace HTC & Desire for other manu & phone of similar era as required.
HTC hardware seems very good and reliable.much more reliable than Samsungs recent smartphones. I would be willing to give Nokia my money if they release some good phones on Windows.
Steve
Lots of HTC Desire owners (*waves hand in the air*) will be due an upgrade in the coming months. It'll be interesting to see whether they stick with Android, or move to something else. It'll also be interesting to see whether people stick with HTC.

Replace HTC & Desire for other manu & phone of similar era as required.

Well I can classify myself as on of those (Sony Ericsson with X10) although I've got tell march to wait. Currently feel is I've put to much investment into android so there I will stay. Hope HTC stay strong as it would probably be one of their phones I'd get...

Edit: Just for the record Nokia is just a no go for me - They dumped my N96 like an unwanted Puppy weeks after I bought it. None of the reported updates ever arrived - They just pushed the N97. First £400 lemon I've ever bought.