“China produced 621.021 million handsets in total during January-July 2012″
Wow! That’s multiples of the count of Wintel PCs. IDC reports 40% are smart phones. We know that share is increasing and has already surpassed Wintel. We know that people are doing more than talking with them. This is the biggest assault on the Wintel monopoly since the early days when all hope was extinguished by various lock-ins.
A clue to understanding the phenomenon is that notebooks continue to leave other formats of x86 PCs in the dust. People value mobility and compact systems. The smart thingies are the epitome of that. Even if people only rarely move station, they want that capability. Others are always on the move (e.g. restless youths and salesmen) and love to remain connected for the networking effect. Further evidence of that is tracked in Wikipedia’s statistics. 20% of their activity is mobile and that share is increasing. A year ago it was 10%. 100% per annum growth is a definite sign of disruptive technology.