Some analysts have questioned whether new Lumia devices can do well in developing markets, where Android devices have a stronghold, followed by Apple's iPhone.
"I think the new Lumia phones are good devices for enterprise users and consumers who want a full Windows experience, but these phones are not about conquering the world in the way the phones were with Nokia," said Carolina Milanesi, chief of research at Kantar WorldPanel. "The phones are now a piece of the ecosystem that needs to be there to give Windows 10 users a full experience."
She added that it's not a question of whether the new Lumia devices can sell well during the coming holiday season, but "how many enterprises will think they finally have an enterprise-class phone that can appeal to consumers when universal Windows 10 apps are embraced by developers."
Milanesi and other analysts also hit on the central issue of whether the universal apps will be available in sufficient numbers. "The app problem has not gone away," she said.
"The new Lumias with the Display Dock using Continuum could be very enticing for the business user," added Patrick Moorhead, an analyst at Moor Insights & Strategy. "I believe these will help Microsoft increase share in the enterprise, but only if they can round out their Windows Store [with enough apps] so that the phones can be used well by business users at home."
In other words, the Lumias have to have value for business users for personal apps and services, especially since Android devices and iPhones have found their way into businesses through a bring-your-own-device approach.
Tuong Nguyen, a Gartner analyst, said he found the demonstration of the Display Dock with a Lumia phone "cool," in the sense that it showed a Lumia could be controlled with PC keyboard commands to provide "a consistent, familiar experience across platforms."
Providing a PC experience through a phone is a stepping stone to what Microsoft eventually intends, he said. "The Windows 10 experience and interface are certainly not the Windows of the past. The PC paradigm lets you work in a familiar way. If you're mobile-first, you have the option of doing things in a different way."
For example, during the demo of the Display Dock connected to the Lumia phone, Microsoft Lumia manager Brian Roper showed it was possible to interact with the phone's interface through a keyboard and mouse. "The important thing there is that Microsoft doesn't prevent you from doing things mobile-first," Nguyen said.
"I wouldn't necessarily say that's real value, but certainly more value," he added. "On its own, a phone or a wearable is pretty good, but with a base/dock it can be even more powerful. But it's not about a single device or feature. As Nadella said, 'the hub is you,' and that's exactly it. It's the spectrum of devices with you as the hub."
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