The floods in Thailand and the availability of small cheap PCs is holding back Wintel’s attempt at up-selling PCs generally.
- Floods in Thailand will keep supply of hard disc drives 25% below demand for the next quarter, prompting price increases.
- “Taiwan-based EMS provider Wistron expects to ship 36 million notebooks and four million tablet PCs in 2012, increasing by 20% and 300-400% from 2011“
- Acer/Wang: Google’s Android is mainly working to catch up with Apple in both the smartphone and tablet PC markets, and Microsoft’s Windows has not had any achievements within these two markets that can help it gain share, causing shipments of netbooks to drop and traditional notebooks to see only slight growth.
- ASUS/Acer: Initial Ultrabook shipments 1/3 of expected levels.
- Meanwhile Walmart is selling a bunch of tablets with Android/Linux:
This severely impacts M$’s plans for world domination. They cannot defend against the swarms of small cheap computers on retail shelves. They have no competitive product and their old locked-in market is getting tired…
UPDATE ASUS reports they only have one month’s supply of hard drives left.
UPDATE Western Digital and Samsung are cutting supplies of hard drives in November. Some OEMs have only a two week supply left. The shortage is expected to continue through Q1 of 2012. Without hard drives to copy that other OS onto, M$’s cash flow could be compromised. It couldn’t happen to a more deserving company… Meanwhile Android/Linux keeps flowing onto flash drives.