Digitimes has a flurry of reports surrounding the departure of Lanci as CEO of Acer today. It’s all about changes in IT surrounding mobile devices. Digitimes predicts that in 2013 shipments of mobile devices will break down this way:
As Digitimes sees things,
“Most of the PC brand vendors had a slow start in the tablet PC market. But compared to Hewlett-Packard’s (HP) acquisition of Palm, and Dell’s and Lenovo’s acceleration in unveiling their products, Acer’s pace is slower than most of its competitors. Acer tried to establish a place in the LCD TV and smartphone markets, but failed. Lanci has to be held responsible for the failure to expand Acer’s product lines.”
That’s it. Digitimes sees tablets as having impact on IT generally and Acer’s failure to respond to the change stopped its growth. The same effect will impact M$. While M$ has a huge market share of the desktop PC space, it has almost nothing on mobile devices and “next year” won’t cut it. The predictions for tablet and smart phone production, above, show that the current shares of M$ in the market as indicated by Net Applications is quite wrong. Net Applications is probably reflecting a bias to desktops and notebooks somehow. We don’t know the sites monitored. We do know they don’t reflect the reality of people using smart thingies.
Digitimes is predicting a continued decline in growth of notebook shipments which now amount to about 60% of all “PCs”. That means in effect that M$’s share of the web will plummet in the next two years. I doubt that Phoney “7” or “8” will save M$ from that effect. Netbooks were a toe in the doorway for GNU/Linux. Smart thingies are a battering ram in comparison. By next year, that other OS will be just another OS choice on shelves of retailers and the monopoly will be broken. No exclusive dealing will work this time.
- Digitimes Insight: Acer needs new business model for mobile devices
- Commentary: Acer founder had hinted of CEO step down
- Acer to initiate corporate restructuring, chairman says
- Step down of Lanci may hurt Asustek more than benefit
- Apple is taking down CEOs from competitors
This is not an April Fool’s Day joke. Lanci did step down, Acer’s market shifted faster than Acer could respond and the same will be true of M$ which makes a release of its OS every few years rather than every quarter as something/Linux can. Digitimes is a deadly serious organization in touch with many markets and their suppliers.
Meanwhile, “Microsoft Exec: Tablets Could Be Temporary Fad“