Wintel depends on a constantly increasing sale of personal computers using Intel processors and M$’s OS. That’s history, according to Display Search. Shipments of legacy PCs are declining and shipments of tablets are exploding. The power and influence of M$ and Intel are damaged seriously as many tablets run */Linux and ARM processors.
“Shipments of tablet PCs are expected to reach nearly 364 million worldwide in 2014, more than doubling the projected 177 million shipments of standard notebook PC and ultra-slim PCs, according to the NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report. In January, NPD DisplaySearch forecast that tablet PC shipments would exceed notebook PC shipments in 2013, and our latest research reveals that tablet PC shipments will continue to increase across all regions, particularly in emerging markets, as notebook PC shipments decline through 2017. Tablet PC shipments are projected to reach 589 million by 2017, while notebook PC and ultra-slim PC are forecast at 176 million.”
Intel is adjusting reasonably well by producing legacy x86 chips that consume much less power and require less cooling but M$ is up the creek without a paddle and has nowhere to go but down. “8”, which is its OS for tablets is not doing well at all with a tiny percentage share of tablets. Meanwhile the whole world has learned that there are other operating systems and other applications which do not come form M$. M$, which made its money on monopoly cannot compete on price/performance in this market and will be relegated to a minor share unless it seriously cuts prices. Since M$’s OS will always cost OEMs more than FLOSS, that share will be slim. M$ could give away the OS for $0 but all kinds of leverage M$ has with business and retailers disappears when that happens. For the foreseeable future M$ is on a downward trend.