The global notebook market suffered rather poor shipment performance – 4.5% drop sequentially and 11.6% drop on year in the third quarter of 2012, according to Digitimes Research senior analyst Joanne Chien.
This is a major blow to Wintel. It’s not just about the economy or “waiting for “8″”. Apple shipped 30% more units in the quarter… and 8% more in the previous quarter. Smartphones and tablets are shipping at a great rate. Wintel’s traditional hot “back to school” season flopped. RAM for x86 PCs is now less than 50% of the market for RAM. It’s about choice. When people feel they have a real choice they will take that choice if they are not happy with the monopoly. This is how monopolies die, one unit at a time.