In a typical year, growth of PCs shipped would be of the order of 10%. According to IDC growth in 2Q 2011 was 2.6%. According to Gartner it was 2.3%. That should impact M$’s PC segment to be released next week. In the meantime growth for producers of Android smartphones has been phenomenal.
Are OEMs of PCs going to risk dragging along like this forever? Nope. They will look for platforms with further opportunities for growth, small cheap computers. Expect thin clients and tablets to be exploding this year. Anything that leverages the network to enhance performance rather than placing expensive resources at hand will do well because it maximizes the return on investment, keeping valuable resources working at capacity all day long while a minimal PC idles in front of us.
Part of the reason for the lackluster growth in PC shipments? Retailers are making space on shelves for smart thingies. Globally, more smartphones and tablets will ship this year than Wintel PCs. In the USA, Apple’s iPad is down to 55% share of retail shelf-space for tablets. At the same time Apple’s Macs are at 11% share in the USA. The whole world is seeing alternatives they did not see only a couple of years ago.