HP's Involvement in Smart Phones Is Hard to Support with "Soft" Strength

Following Lenovo’s high-profile launch of the mobile Internet strategy in China, HP officially announced its acquisition of Palm, an old smartphone device manufacturer, for US$1.2 billion. HP said in its statement that it will participate more actively in the smartphone and mobile Internet device market. However, after the fall of HP, if Palm continues to go it alone, it is definitely not the best policy. Hewlett-Packard must use software to connect the PC with the phone and play a synergy, which is the key to HP's ability to make this bet in return.

After several speculations about the product line, Palm has reportedly filed a loss report for 11 consecutive quarters. He was heavily funded by Hewlett-Packard. Two Silicon Valley idol companies successfully married. In fact, since he took over the HP CEO in 2005, Mark Hurd has always been a soft spot for the acquisition, through a $ 14 billion large-scale acquisition plan to expand their business, this acquisition is no exception.

We see that HP's reason for stealing a smartphone through Palm is sufficient. According to the survey company iSuppli, global smartphone shipments in 2010 will increase by 35.5% to 247 million. In addition, looking around, the other three major PC makers Dell, Acer, Lenovo are not actively seizing the smart phone market, in 2008, Acer's acquisition of Etienne fully into the smart phone field; in 2009, Dell officially entered the field of smart phones; last year, Lenovo After repurchasing Lenovo Mobile, it will officially launch China Unicom's first smart phone, Music Phone, in the near future.

In the situation where the integration of PCs and mobile terminals has intensified, if HP lacks outstanding smartphone products, it will probably be forgotten in this continuously growing and lucrative market. "HP's product line itself is very long, but also knows that the potential of smart phones has great potential." Zheng Yan, director of consulting services development at Sino, believes that the purpose of HP's move is obvious, he told the "China Electronics News" reporter, "This time the Palm received After this, HP's product line will be completed."

However, according to research firm Gartner, Palm’s share of the global smartphone market in 2009 was 1.2%, which is far below the 41.1% for Nokia, 19.9% ​​for RIM, and 14.4% for Apple. As of the third quarter of last year, Palm suffered a loss of 18.5 million U.S. dollars and sold 408,000 smartphones, only about 5% of Apple's iPhone sales in the first quarter. However, "Palm has a place in North America and has its own fans in North America and China, especially the operating system WebOS, which is its best bargaining chip." Guan Yin, research manager of China Mobile Internet at IN-stat thinks, "WebOS can Expanding to markets such as tablet PCs, HP has more choices in the operating systems of tablets that are currently being built."

Another "soft" power It is clear that Palm has lost sight of the past, but compared with other mobile phone brands, it not only has hardware, but also unique mobile phone software. Todd Bradley, executive vice president of HP Global, said that Palm's WebOS will provide HP with an "ideal platform" to expand its mobile strategy across multiple mobile devices.

At present, Apple does not allow third parties to use the iPhone OS; Android is heavily adopted and the competition will be homogenized; Microsoft Windows 7 has too many restrictions, and there is currently no intention to use it on tablet platforms. The uniqueness of PalmWebOS is that it is relatively independent and not as tightly tied to mobile phones. In addition, it is a set of operating systems written specifically for handheld computers. The memory used is very small, and the applications based on it are also very small. Therefore, this operating system platform provides a variety of favorable conditions for portable personal computers. "So using PalmwebOS, a unique system with unique hardware, is likely to open up the market in this troubled world." Chen Zhigang of China Mobile Research Institute said, "You can think of PalmwebOS as a tool for HP's industrial chain integration."

So, in the case of relatively complex operating systems such as the iPhone OS and Android, HP's efforts to develop WebOS is tantamount to a new path. According to Zheng Yan, "The future development trend of the operating system should be roughly two categories. One is like the iphoneOS. The matching degree between software and hardware is very high. It also includes Android, Windows, Symbian, etc. with relatively high matching of hardware and software. There is a category of WebOS systems such as Palm that are closely related to the Internet and less dependent on hardware. They can be used on mobile phones, computers, and other mobile devices. In particular, development and application are very simple, and developers and mobile phone manufacturers come The threshold is relatively low. "At present, there are more than 29,000 developers who support PalmWebOS platform products. They not only develop innovative consumer and enterprise applications, but also introduce various types of peripheral hardware.

"Soft" strength also has weaknesses in Palm's specific product planning, and Hewlett-Packard is very secretive, but because he thinks "has a very good operating system and has acquired software, patents, and talent that other PC makers have just entered into the smartphone market. And other resources," Mark Hurd said, "will be more active in the market to compete with Apple and Google."

If only relying on 1.2 billion US dollars to reclaim the Palm in hopes of doing the big cell phone market, it is obviously impossible, after all, Apple, Blackberry, etc. have been firmly established and the limelight, HP's difficulties are obvious.

For example, the Palm operating system itself does not have recording, MP3 player functions, etc. If users need to use these functions, they need to add third-party software or hardware devices. If you must use the Chinese plug-in platform, it will certainly affect the performance of such products in the market. In addition, "Palm is not enough to focus on the application, and its application store only has more than 2,000 applications."

Obviously, after the acquisition of Palm, HP's PC profits will certainly be affected temporarily, and Palm needs to inject large amounts of funds. "If you still make Palm go it alone, it's definitely not a good idea. You have to connect the PC to the phone through software. The marriage that brings out synergy is good enough." Chen Zhigang said in an interview with a reporter from China Electronics News. "Of course, WebOS is now Some software shops still need to absorb developers and users. Hewlett-Packard should also establish a global software developer community for WebOS. In addition, in addition to WebOS, HP also needs to spend a lot of thought on Palm's branding, sales channels and strategies. .

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