Earlier predictions were that tablet PCs would ship 45, then 55, then 60 million in 2011. Display Search claims that 73 million was the bottom line in 2011.
That’s huge, nearly 1/4 of all notebooks+netbooks+tablets. That means a lot of Wintel PCs were not built/sold/shipped last year. That’s a huge bite out of the monopoly. If 2012 is anything like 2011, the monopoly will be gone/finished/less than 50% of personal computers shipped. It is gone now if you count smart phones as personal computers which many do.
I have no knowledge, but if people were predicting about 60 million tablets before Christmas and the result was 73 million, I expect most of the difference were sales of tablets near Christmas, 12 million tablets. If every one displaced a Wintel PC, that’s $600 million or so off M$’s bottom line, a lump of coal in the stocking. Their next filing with the SEC will be in January in about two weeks. With NetApplications showing great growth for GNU/Linux and Android/Linux, that could be a very interesting event.
The trend is growing and within that Android/Linux continues to have more apps and more units per day sold. Remember the dead netbook? They are up 20% to 25 million as well. People are loving small cheap computers. Guess how many want to send $100 to M$ every time they buy one. 😉