Microsoft's Zune HD Could Be Too Little, Too Late
August 13 2009 - 5:00PM
Dow Jones News
Microsoft Corp. (MSFT) Thursday made available a high-definition
version of its Zune digital music player, the company's latest
attempt to claw market share away from dominant Apple Inc.'s (AAPL)
iPod, in the music device market.
Zune HD, which customers can pre-order Thursday, goes on sale at
a significantly lower price than Apple's iPod Touch, an equivalent
product, and with attractive new features like high-definition
radio and a touch-screen interface.
But the latest Zune likely faces a continued struggle against
Apple, and the improved functionality may be too little too late,
analysts say. According to figures from market research firm NPD
Group, Apple had 73% of the market in June 2009, while Microsoft
had just 2%.
"This is a good product," said Matt Rosoff, an analyst with
Directions on Microsoft, which tracks the Redmond, Wash.-based
software giant. "But if Microsoft really wanted to play in the
(music device) market, it should have made it earlier."
Apple is also expected to announce some upgrades to its iPod
Touch in the fall. Analysts believe it could also lower prices on
its own products in response. Apple didn't immediately respond to a
request for comment.
The Zune HD represents a significant break with the past for
Microsoft. While Apple has morphed its iPod, which it launched in
2001, into a range of models including the Internet-enabled iPod
Touch, and more recently into the iPhone, Microsoft has so far
limited the Zune to a few devices, differentiated only by size and
storage capacity.
Expected to hit stores Sept. 15, the new model will change that,
with an iPhone-like touch screen, Internet browser and
high-definition video output capability. The device also offers HD
radio, which is not available on the iPod touch.
The 16-gigabyte model is making its debut at $219.99, compared
with $299 for the 16-gigabyte iPod touch. The Zune's 32-gigabyte
model is set at $289.99, while the comparable iPod touch is priced
at $399.
Analysts say although the music player market is maturing,
Microsoft may have an opportunity, with the Zune HD, to target a
niche market of consumers who don't want to listen to music through
their phones, preferring a dedicated listening device.
Zune HD is one of a range of fronts through which Microsoft is
trying to burnish its image with consumers, including retail
stores, due to open in the fall.
The company will be hoping to jump-start lackluster
entertainment sales through Zune HD, among other things. Revenue
from the company's entertainment and devices unit, which makes Zune
and Xbox, fell by 25% in the company's fiscal fourth quarter,
ending June 30.
Microsoft shares closed up 0.4% Thursday at $23.62.
-By Jessica Hodgson, Dow Jones Newswires; 415-439-6455;
jessica.hodgson@dowjones.com
(Tess Stynes contributed to this report.)