PC OEM consultant Patrick Moorhead spoke with several Windows hardware vendors, and they are apparently not pleased at all. According to Moorhead:
Think about that for a second – Windows OEMs, already smarting from the lack of touch-based updates on Windows 7 (not to mention the sales that were lost after Windows Vista bombed), just found out that not only is Microsoft becoming a competitor, but they used their position as software vendor to peak at everyone’s devices (not once, but twice). And then they turned around and announced a product they had clearly been developing the whole time in secret. What sort of precedent does that set for your new “competitor”?
What will be the result of all this unrest? Ultimately, if the Windows 8/RT/WP ecosystem takes off and there is money to be made, Windows OEMs will continue to make Windows products, although it’s likely that they will no longer share their hardware designs with Microsoft in advance. This might actually lead to Microsoft having to adopt the Nexus-like approach that Google has with Android, creating a hero machine that sort of “shows OEMs how it’s done”, since manufacturers are unlikely to partner with Microsoft during development the same way they have in the past.
If the new Windows ecosystem isn’t a smashing success, however, it could have more serious ramifications. According to Moorhead, many of the OEMs he spoke to now plan to double down on Chromebooks and Android devices to hedge their bets against Microsoft. If Windows 8 flounders in the market there will be less reason to stick around in an ecosystem that is changing rapidly and is suddenly a lot less inviting than it was for the past decade. Google gives away their operating systems, they don’t compete at all with Chrome OS manufacturers, and their new multi-vendor Nexus strategy seems tailor-made to ease the minds of OEMs over their acquisition of Motorola.
Google will still have to walk a tightrope of its own if it’s going to court OEMs that feel jilted by Microsoft, and they will also have to demonstrate that Android tablets and/or Chromebooks can be a market success before a mass exodus could materialize. But at the least we imagine that Windows OEMs may be very interested in what gets announced at Google I/O this week.
source: Forbes via Cnet