Apple’s WWDC keynote was rich with details of new versions of the OS X and iOS operating systems. The lead off video was the best articulation yet of Apple’s design philosophy - in my words, Apple focuses on continuously improving usability while evoking great emotional experiences, while simplifying and avoiding excess features.
The new Mac Pro demonstrated that Apple is committed to continuing deep hardware innovation - the cylinder shaped system is the size of a large flower vase, but packs huge power for pro users.
It’s difficult to immediately absorb all the rich, deep improvements in iOS 7 and OS X. For customers, it means a richer, more engaging, and helpful experience that is best appreciated with extensive hands on time.
iWork for iCloud will bring office productivity to all the major web browsers, not just Safari. But the long term was unclear. Is Apple aiming to help people at work, or only for their personal stuff, forcing them to switch between Microsoft Office or Google Apps and iWork as they move through their day?
Windows 8 is a make or break product launch for Microsoft. Windows will endure a slow start as traditional PC users delay upgrades, while those eager for Windows tablets jump in. After a slow start in 2013, Windows 8 will take hold in 2014, keeping Microsoft relevant and the master of the PC market, but simply a contender in tablets, and a distant third in smartphones.
Microsoft has long dominated PC units, with something more than 95% sales. The incremental gains of Apple’s Mac products over the last five years haven’t really changed that reality. But the tremendous growth of smartphones, and then tablets, has. If you combine all the unit sales of personal devices, Microsoft’s share of units has shrunk drastically to about 30% in 2012.
It’s hard to absorb the reality of the shift without a picture, so in the report “Windows: The Next Five Years,” we estimated and forecast the unit sales of PCs, smartphones, and tablets from 2008 to 2016 to create a visual. As you can see below in the chart of unit sales, Microsoft has and will continue to grow unit sales of Windows and Windows Phone. But the mobile market grew very fast in the last five years, while Microsoft had tiny share in smartphones and no share in tablets.
If you look at the results by share of all personal devices, below, you can see how big a shift happened over the last five years as smartphone units exploded and the iPad took hold.