For months (years?) Wintel has been up-beat about prospects for recovery, if only this or that happens. We are now into heavy replacement of XP and this is all they can do:
- In Q2, “The global smart phone market grew 23% to 292.4 million units” See Xiaomi becomes China’s top smart phone vendor.
- “MediaTek has raised its shipment target for smartphone solutions for 2014 to 350 million units, from 300 million forecast previously, according to a Chine-language United Evening News report.” See MediaTek posts strong sales in July.
- “Chromebooks meanwhile reached 1.5 million in shipments during the second quarter of 2014 to hold a 3.7% share in overall notebook shipments, up from 2.4% in the previous quarter.” See Top-5 vendors, top-3 ODMs see sequential drops in July notebook shipments.
Acer reports a 9% margin as it ramps up shipments of Chromebooks and deals with shortages of supply.
I think it’s time we all accepted reality. Wintel is a dead horse. It may be massive but it is starting to rot. Stop beating it. There’s just no reason to pay premium prices for legacy hardware/software when there are smaller and cheaper choices that do the job.