Digitimes reports that 55% of handsets sold in December 2011 in Taiwan were smartphones. Clearly, people are doing more than talking with their smartphones or they wouldn’t pay the premium. People have to eat, breathe and communicate these days and talking is not enough. People want to be connected to the web any time any place. Smartphones do that for them. Apple is down to 30% of that market. Good riddance. Android/Linux is up to 60% based on HTC and Samsung alone. Then there are a ton of other OEMs making Android/Linux systems.
This is pretty good evidence that smartphones are displacing some of the personal computing market. Smartphones are smaller, cheaper and more portable than desktop and notebook PCs. People love that. They are tired of propping up the Wintel monopoly.