Microsoft’s announcement that it is launching its own first-party hardware for a family of Windows tablets is welcome news: If you want a job done right, do it yourself. While Asus, Lenovo, Nokia, Samsung, and Toshiba are expected to launch their own Windows RT products this year, other major OEMs are notably absent from the list, either because they’re focused on x86 devices first or because they were locked out of the launch like HTC. Microsoft's Surface tablets will run on both chipsets.
Microsoft has so many assets to bring to its own hardware: Smartglass, a “Kinect camera,” Skype, Barnes & Noble Nook content, Microsoft Office (although that won’t be exclusive to Windows), just to name a few. While skeptics rightly criticize past Microsoft hardware failures like the Zune player, Xbox is a more recent example of resounding success. With the next generation of the Xbox “720” due out soon, Microsoft will have ample opportunity to bundle and promote the two products together and sell its tablets through the same consumer retail channels — although to start at least, the Surfaces will only be available at Microsoft Stores and online, which certainly limits adoption potential.
This product line marks a crucial pivot in Microsoft’s product strategy. It blends the Xbox first-party hardware model with the Windows ecosystem model. It puts the focus on the consumer rather than the enterprise. And it lets Microsoft compete with vertically integrated Apple on more even ground.