More Decay Of Wintel Seen In 2014

One of the key elements of the Wintel plan for monopoly for desktops, bundling the OS with every PC shipped is coming undone.“Scheduling delays and weakened consumer demand for notebook PC replacements are forcing leading PC brands—including Apple, ASUS, HP, Lenovo, Samsung, Sony, and Toshiba—to reduce notebook PC shipments for 2014. According to the NPD DisplaySearch Quarterly Mobile PC Value Chain and Insight Report, the 2014 shipment estimate for the top nine notebook PC brands is 134 million, which is a decrease from the previously estimated 152 million units.” Meanwhile */Linux will ship on more than a billion devices sold to consumers as portable IT and even desktop IT.

“In terms of product design, low-priced notebook PCs with screen sizes between 14” and 15.6”, which are expected to sell for $299, will not be ready before June 2014. None of those models will include touch capabilities, so the touch penetration rate could be less than the 15% estimated for 2014. In addition, notebook PCs with the Duo OS concept, which were created by Intel and PC brands, have been cancelled because Microsoft and Google no longer support the concept.”

Further, Wintel cannot even compete on price/performance at the low end because M$ charges way too much for licensing and restricting the freedom of users to use the hardware they buy to fullest potential. That just won’t fly any longer. There are OEMs who want to compete selling small cheap computers of every kind and they will ship Android/Linux, Chrome OS/Linux and GNU/Linux in 2014. You can bet on that. Margins are too small in this segment to pay the Wintel tax. Meanwhile, tablets, where Wintel has a tiny share is predicted to reach 300 million units in 2014 and 400 million by 2016.

See Leading Notebook PC Brands Reducing 2014 Shipment Targets, According to NPD DisplaySearch.

About Robert Pogson

I am a retired teacher in Canada. I taught in the subject areas where I have worked for almost forty years: maths, physics, chemistry and computers. I love hunting, fishing, picking berries and mushrooms, too.
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3 Responses to More Decay Of Wintel Seen In 2014

  1. Mats Hagglund says:

    Canalys: est. smartphone 2013

    1. Android Linux 79% (785 M)
    2. iPhone 15% (154 M)
    3. Windows Phoney 3.2% (32.1 M
    4. BlackBerry 2.0% (19.8 M)
    5. Others 0.7% (7M)

    http://www.canalys.com/newsroom/android-80-smart-phones-shipped-2013

    (what’s more important the “rise” of WP ended just before Q4. )

  2. ram says:

    UEFI was one step too far. It is absolutely hammering retail laptop and desktop sales. It used to be that if a retail store discounted heavily enough people would be the Microsoft preinstalled consumer item, tear the Microsoft operating system out, and install Linux. They would often upgrade the system with more memory and a bigger disk as well. Now those Microsoft machines are going to the tip. They don’t even sell for half the wholesale parts cost, i.e. they hardly sell at all.

    What a waste!

  3. dougman says:

    “Strategically, I can’t make a case that they are doing well at all,” Moorhead continued. “In mobility, smartphones and tablets, but even in the cloud, I’m not impressed.”

    http://www.computerworld.com/s/article/9245771/Microsoft_s_quandary_Big_profits_from_software_or_shrinking_margins_with_devices

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