Ashlee Vance is mystified by HP’s poor performance in the mobile phone market:
Hewlett-Packard is one of the world’s most successful makers of desktop computers, laptops, servers and printers. It owns a powerful consumer brand, and it is a growing provider of services for businesses. In the first quarter, the company’s sales rose 8 percent.
But in smartphones, H.P. has been on a steady slide into irrelevance.
[…]
Sales of HP’s hand-held products, including its iPaq smartphone, dropped to $25 million in the quarter, down from $57 million in the same period last year. Apple, by contrast, had sales of $5.6 billion for iPhones and related products during its most recent quarter.
HP’s anemic performance in the smartphone market has left analysts perplexed.
Indeed, most analysts tend to use this construction:
- Apple is a large computer company
- HP is a very large computer company
- Apple is making billions selling a mobile phone that doesn’t even have FM radio built in
- Q.E.D.: HP should be making even-more-billions selling a mobile phone with FM radio built right in; any other outcome is either an aberration or a mirage, but is clearly not the result of consumer opinion re: HP’s product offerings
The experience of the phones in question just doesn’t enter into it. Ever. That no customer has yet successfully activated that all-important FM radio without being directed step-by-step just isn’t even worth considering. Those are just user errors. Customers want a robust feature check-list at the expense of all other considerations, don’t they? Overall customer satisfaction isn’t something worth wondering after.
HP sells a bunch of commodity hardware running Windows, so they automatically should sell a bunch of commodity hardware running Windows Mobile. That that OS is a well documented train wreck of an operating system, again, just isn’t worth wondering after. It’s got “Windows” in the name, thus people will buy it just as they do the various desktop OSes with “Windows” in the name. Any other outcome is attributed to Apple’s marketing expertise. What else could be responsible? It must be those damned catchy ads. How else do you explain the largest purveyor of Windows Mobile phones, HTC, seeing that segment collapse as Android phone sales on their platforms grow? Again, just Apple and their catchy ads misleading the consumer. After all, it’s called Windows,
Remember, these are professional analysts we’re talking about here.
The article closes with this priceless quote from Phil McKinney, the chief technology officer in H.P.’s personal systems group:
“There is clearly a gap that has opened up for a device that has north of a 3.5-inch screen and less than a 9-inch screen.”
And, unfortunately for HP, that gap’s name is vastly more likely to be iPad than it is to be HP Commodity Doodad, now! with Windows Mobile Classic and a built in FM radio. You know: for kids!
