Canalys, almost getting the definition of personal computer right, names Apple as the number one shipper in Q2 and points out that M$ is down to 73% of units shipped. If they included smart phones as computers, that share would be below 50%. Tablets account for 22% of PCs shipped according to Canalys. M$ is shipping on 73%/0.78 = 93% of non-tablet PCs by their reckoning. I doubt that or M$ would be shipping way more than 50 million licences for “7″ per quarter and would have a much higher share of web stats. No, clearly Canalys is not counting some PCs. Incidentally, Canalys share is about the same as reported by Wikimedia (70% for that other OS). Wikimedia shows 105/121 = 84% that other OS for “non-mobile”.
“Canalys has advised PC vendors (Microsoft’s OEMs) to postpone launches of Windows RT pads until Microsoft rethinks the high license fee. Chris Jones, Canalys VP and Principal Analyst, added, ‘Microsoft has upset some partners by bringing its own hardware to market. Marketing, distributing and servicing such hardware profitably is hard. Once the Surface makes a material dent in Microsoft’s P&L, it will need to repair relationships with PC vendors, who are already preparing lists of demands.’”
“Canalys defines a client PC as a computing device designed to be operated by an individual and positioned to serve a broad range of purposes, achieved by running third-party applications, some of which can work independently of a network connection. When designed to be portable, it must be able to function without mains power and have a built-in display of at least 7 inches in diagonal.”
With less than 3 months remaining before “8″ is shipped the whole world is set to ignore M$. On top of everything, M$ is demanding none of the ARMed machines upon which “8″ will be released will be able to turn of “secure boot”. Can you see lawsuits over that one? I think it will be easier for the world just not to ship any ARMed PCs with “8″ so M$ can sink into oblivion that much faster.
OEMs should not tie themselves to the anchor of a sinking ship. The best possible outcome for Wintel is static shipments. That does not seem sustainable with the huge growth of tablets and smart phones. Those are displacing some x86 PCs and that erosion will continue for the foreseeable future.