Digitimes has an article about the stiff competition for notebooks of all kinds globally. There is some debate apparently between IDC and Gartner about who is #1, Acer or HP. It appears that “sources” believe the position will depend on a return to the old days of notebooks, pre-netbook…
“However, the sources believe that as the notebook market will return to focus on traditional notebooks in the second half of 2010, the rankings may reshuffle again.”
I always wonder about unnamed sources. It is very easy for Wintel or Wintel’s partners to put out false news. Alarm bells go off in my head when the sources suggest the good old days will return soon. You cannot put the genie of the netbook back in the bottle. Acer has the inside track distributing such gadgets to ISPs, banks, etc. The developing markets can absorb billions of these things running ARM and GNU/Linux, just not x86 and that other OS…
In physics, this is described as a “population inversion”. A higher energy level of atoms tends to drop to a lower energy level as conditions permit. That is the principle used by many lasers. One atom decaying triggers the others. In IT we have a market that “believes” one needs to sell high-priced devices to make money even as netbook makers are making lots of money, so suppliers are still producing tons of notebooks in the >$500 range while consumers want/need <$300 devices. These sources may be trying to preserve the myth. When Acer forges ahead in the next quarter riding the wave of netbooks, the truth will be clear to all. Then the floodgates of netbooks running ARM and GNU/Linux, to increase margins, will open making my prediction that this is the Year of ARM come true.
Netbooks need lower prices to sell because everyone knows it costs less to produce something that is smaller and has less material. Manufacturers must choose ARM and GNU/Linux because that reduces their costs of production enough to make selling these devices profitable. Unless manufacturers conspire to block ARM+GNU/Linux on netbooks these will take off this year. Conspiracy is not likely because Acer can continue doing what it is doing and climb over HP in the next quarter. Acer will not skip that opportunity for the sake of Wintel. Others will then have to compete by adopting ARM+GNU/Linux. If Acer does not push ARM because Atom is working for them, others will. Enjoy the show.