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Millet hold thigh Microsoft, Microsoft who thighs?
Time£º2016/6/3 14:19:39

Single from Microsoft's standpoint, its cooperation and millet mobile manufacturers, obviously not to illusory mobile operating system, for Microsoft's biggest task is to power at present stage SaaS cloud computing services market, maybe we can see soon, Microsoft and one of the domestic manufacturers such as huawei, OPPO, vivo cooperation.

Microsoft and millet ambiguous already is nothing new, but the first day of June, Microsoft and millet substantive cooperation will ultimately this is not final news.

As early as last year on March 18th, Microsoft Windows hardware (winHEC) innovation engineering industry summit conference officially announced, millet mobile phone will be adapted 4 Windows system, 10, millet tablet 2 have appeared in the Windows version 10, this attitude of the blackout Ming is two companies silent tacit understanding.

Some say, millet embrace the Microsoft's thigh and evidence is Microsoft sold 1500 patents to millet, millet is ultimately by Microsoft the springboard, to enter the international market.

On the surface this logic, of course, also has its strong rationality, but from millet high-level expression and a more thorough analysis we can find the logical flaw irreparable.

Patent puzzle, Microsoft patent can work as a talisman of millet overseas?

Former qualcomm greater China CEO, millet, senior vice President, wang said the purchase from Microsoft's patent including voice communications, multimedia, and cloud computing, etc. Microsoft is essentially a software company, so based on the hardware communication will be not a lot of patent accumulation, more is a software function interaction and interface design patent, Microsoft now charge companies such as samsung, HTC licensing fees is also based on this.

From earlier Microsoft v. MOTOROLA with patent infringement can clues, such as Microsoft released patent infringement has a patent number 5664133 pop-up context menu system patent; The patent number 6909910, contacts to create and update of patent, etc., belong to the interaction, optimizing the level of patent system.

For millet, the even more lack in communication patent on the basis of accumulation. In India, Ericsson Sue millet patent infringement, including many in the field of GSM, EDGE and UMTS/WCDMA standard essential patents, was the industry known as "the fighter" in the patent, standard essential patents are blended in industry standards, there is no alternative, more cannot bypass. And, apart from Ericsson, such as huawei, zte, nokia holds a large number of patent portfolio, once someone a patent wars, millet is almost.

Therefore, Microsoft's 1500 patents is still not fundamentally solved or part of millet a problem for the overseas. This is why millet silence made no mention of overseas. Millet and Microsoft's cooperation, of course, is also exploring the possibility, except the Android system, only the actual impact on the short-term effect is difficult to explore.

Microsoft and millet, who is more active?

Microsoft is can be described as the big MAC, but to focus on the Android mobile terminal vendors, Microsoft power brought by the huge resources co., LTD. As the rabbit likes to eat grass, even if is to give it the best pork meat, it also enjoy.

It is based on the supply and demand do not match, the author thinks that millet should be mastered more initiative, and Microsoft is relatively in a passive position.

First, despite having Microsoft Windows 10 Mobile system for the Mobile platform, but the operating system of the bad experience the earth person all know, millet is not expected to launch Windows based 10 Mobile phones that do not please painfully. Because, even Microsoft itself in the sale of nokia, the mobile sector assets.

Second, millet millet laptop running Windows system to rumors of realistic-looking level, but for millet mobile phone still is the core, millet notebook or millet tablet 2 is millet non-core business, and can be classified as new business expansion plans, like huawei MateBook, is used to supplement the phone extension.

Third, compared with millet, Microsoft has been trying to remove traditional PC label, but every time I embrace mobile era, are always hardly succeed. And traditional Allies such as lenovo, dell, HP has been in recession, according to Gartner research, according to a report in the first quarter of 2016 worldwide PC shipments (including desktops, notebooks and all-in-one) hit a record low since 2007, the global shipping less than 65 million units, compared to the number in the first quarter of 2015 fell by about 9.6%.

Microsoft and millet is testimony to the cooperation, Microsoft is abandoning traditional PC makers, in bringing in new Allies. As a new generation mobile devices manufacturers and millet, the best choice is to replace the PC.

Microsoft get

If in normal logical thinking understanding, Microsoft from desktop postpone is granted to the mobile end, of course, Microsoft is also think so, the result is a mobile end system control eventually slip into Google's hand.

Loss, however, in the era of mobile sprint Microsoft under the leadership of, and finally found a series of existing business and liquidate the road, in general, is the name of free, the reality of the line charging, value-added services, that is, "cloud" services as Microsoft's main business.

The current cloud computing according to the service mode can be divided into three kinds, respectively is LaaS (infrastructure as a service), PaaS (platform as a service), SaaS (software as a service). Cloud computing market at present time and the initial, including amazon Q4 2015 year-on-year growth of 63%, accounting for 31% of global market cap, and Microsoft came second in the market share of only 9%.

But it is worth noting that the amazon AWS cloud computing market mainly concentrated in the LaaS mode, and in the SaaS model, a report by the industry research firm wikibon worthy, seen from the figure, the first half of 2015 the SaaS market is very fragmented, the first Salesforce's market share is only 11%. Microsoft Azure cloud computing services the swimmer is on SaaS, the launch of Office 365, Bing, Windows Live, XBOX Live and other services as SaaS facets of the business.

So, Microsoft and the ultimate goal of millet deals are clear, millet device more pre-install Microsoft Word, Excel, PowerPoint, Outlook and Skype application is in order to increase the number of users of the SaaS services.

Actually realized the SaaS value-added services is a two-step process, first of all is free, implantation of value-added services, to occupy the user; Second open cut chives mode, the value-added service charge.

A, free of charge

Since Microsoft Build 2014 conference announced that its Windows operating system will be of less than 9 inch screen size devices (smartphone and tablet) free of charge, after Microsoft's free strategy is in the case of a half block half mask gradually relaxing, eventually Win 10 and Office last year announced the for Win 10 free, Microsoft's free strategy is carried out to the end.

In addition it is worth mentioning, Microsoft also spare no effort to promote their business in other platform, such as Microsoft investment third-party Android Cyanogen ROM team, and its pre-load agreement, including bing search, Skype, OneDrive pre-installed, OneNote, Outlook and Office and other applications. And last year, Microsoft announced and samsung led by 11 Android device makers Microsoft mobile application pre-installed had reached the agreement. But now, Microsoft and millet pre-load agreement, remains Microsoft occupy users. In addition, the Office for iOS and OS X platform is free strategy.

Second, the value-added service to liquidate

When it comes to SaaS services, will have to first, Microsoft's cloud services OneDrive OneDrive symbolization is the evolution of liquidation strategy of Microsoft.

OneDrive at the start of the slogan is "unlimited capacity", but then borrow abuse the name of individual users, all users of free OneDrive capacity limits in the 5 gb. Wants to boost OneDrive storage capacity, it must pay "value-added".

In addition, the Office 365 as a cloud services, based on the Microsoft Office suite is also shows that the Office is no longer a local Office applications, more to cloud services platform based on network.

However, it is well known that SaaS network value-added services, within a certain range is of marginal effect, in simple terms, is with the increase of number of users, split to a single user in the appropriate to reduce the cost of, the marginal cost gradually tends to zero. This is Microsoft on implementing the strategy for free to occupy the ultimate goal of the user.

From the point of the action of the Microsoft, the importance of its cloud computing services have begun to transcend the local software development, SaaS value-added services has quietly occupied the core of the strategy of Microsoft. Because SaaS value-added services tend to be more sticky, and it can continue to create value for a single user, Microsoft's existing business can be eventually form a profitable closed loop, but also a platform across boundaries.

Comprehensive above, single from Microsoft's standpoint, its cooperation and millet mobile manufacturers, obviously not to illusory mobile operating system, for Microsoft's biggest task is to send force current SaaS cloud computing services market, maybe we can see soon, Microsoft and one of the domestic manufacturers such as huawei, OPPO, vivo cooperation.