Microsoft weighing its own Windows Phones, analyst says

The Surface tablet may not be the only piece of hardware Microsoft is cooking up.

(Credit: Microsoft)

According to Nomura analyst Rick Sherlund, the software giant plans to follow through with the same strategy of developing both the hardware and software on its upcoming crop of mobile phones.

"Our industry sources tell us that Microsoft may be working with a contract manufacturer, to develop their own handset for Windows Phone 8," Sherlund wrote in a note to investors, which was reported by Reuters.

"It is unclear to us whether this would be a reference platform or whether this may be a go-to market, Microsoft-branded handset," Sherlund added.

Asked to comment on the report, a Microsoft spokesperson told CNET only that "we are big believers in our hardware partners and together, we're focused on bringing Windows Phone 8 to market with them, this year".

A new start

The move would be a departure from Microsoft's current mobile phone efforts, which, so far, has left up the design and creation of Windows Phone handsets to its hardware partners, who have worked off a reference design and a list of hardware requirements. By making its own hardware, Microsoft could upset that balance, by working on software features for specific hardware elements that only it would know about.

That inter-play, between software and hardware, is what Microsoft says enabled it to make its new tablet, which the company unveiled at a press conference earlier this week. Microsoft chief executive officer Steve Ballmer noted specifically that there are serious benefits when designing both the hardware and the software, together.

"We believe that any intersection between human and machine can be made better, when all aspects of the experience — hardware and software — are considered in working together," Ballmer said, right before unveiling the company's upcoming pair of tablets, in Hollywood, California, on Monday.

Nomura's note also comes just a day after Microsoft debuted Windows Phone 8, the next major version of its mobile phone operating system, to developers at a private event in San Francisco. Microsoft said that the software will arrive later this year, launching on new handsets made by HTC, Huawei, Nokia and Samsung.


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trebor83 posted a comment   

This would have been a massive call BEFORE the Surface was announced. Where were these guys last week with "Microsoft will be announcing their own tablet hardware"? That would have been a prediction. This is just the obvious extension of that announcement.

I particularly like "It is unclear to us whether this would be a reference platform or whether this may be a go-to market, Microsoft-branded handset," which basically means "if you never see this though its not that I was wrong, its just that it was only given to the hardware manufacturers".

As analysis goes this is rubbish and again I have to ask how do you get this job?

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