Huawei Multicore Android Phones Plus Ubuntu for Android Equals Spotlight on Emergence of Virtual, Mobile Desktop

March 2, 2012

Huawei (SHE:002502) has revealed quad-core processors for Android phones at the same time Canonical (TICKER) has released Ubuntu for Android, a tool for using a multi-core smartphone as the CPU of a Ubuntu Linux desktop whenever you attach a keyboard, monitor, and mouse. This confluence of events illustrates the extraordinary ferment in the enterprise "desktop" space resulting from ongoing adoption of desktop virtualization, SaaS adoption and web-enabled everything, mobile access to enterprise networks and applications, and enterprise embrace of BYO mobile devices. More than 50% of enterprises already use some virtual desktops. As exemplified by a smartphone subbing for a Linux desktop (sufficient in itself, or as access point for SaaS solutions, or as thin client for virtual desktop), the virtual, mobile desktop will radically alter how enterprises deliver services.

Impacts:

Enterprises: Build adaptation to enormous changes in desktops into your planning for the next several years; it's coming, you have to plan for how to deal with it.

Vendors: The new smartphone is beefier than a not-too-ancient desktop -- what could your desktop software do with all that power?

Investors: In addition to Google (nee Motorola, and home of Android) (NASDAQ:GOOG) and other phone makers, this should benefit Linux vendors as another way into the enterprise market, if RedHat (NASDAQ:RHAT) and Attachmate (privately held) follow Canonical's lead.