“the PRC smartphone shipments reached a record high and broke past the 60 million unit mark in 2012 Q3, over three times more than PRC PC shipments in the same quarter. Smartphones shipped to the PRC grew 38% QoQ, far outpacing the 9% QoQ growth of the total mobile phone market.”
Sixty million is a lot of smart phones. It’s another reason that PC sales have stalled. The smart phone is for everyone. Only a few need a mainframe on their desk. It’s also another example of China gaining independence in IT from the rest of the world. An OEM does not need to sell outside China to be world-class, but they do and the world knows it. Very little of this industry or its economy depend on M$. That’s the way it should be. We don’t need monopoly in IT anywhere.