No Monopoly in Client PCs

As much as Apple lets on that they are the only ones who know how to make a tablet PC, according to Digitimes, “In the third quarter of 2013, global tablet shipments reached 35.68 million units, up 15.3% sequentially and 34.6% on year, driven mainly by non-iPad tablet shipments, which reached 20.08 million units, up 22.9% from the previous quarter and accounting for 56.3% of the total volume, according to Digitimes Research’s latest figures.”

According to DisplaySearch, “Overall global tablet PC shipments are expected to reach more than 255 million units in 2013, capturing nearly 60 percent of the mobile PC market. The once-dominant standard notebook PC segment is forecast to fall to 160 million units, making up just 36 percent of the mobile PC market. Shipments of ultra-slim PCs are expected to reach 19 million units, or 4 percent of mobile PCs, according to the NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report.”

While shipments of notebooks are falling, “As for Chromebooks, Digitimes Research expects the devices to have a chance to reach three million units in 2014 and account for 5% of total notebook shipments in 2015. However, the devices’ shipment growth will be contributed mostly by demand for replacements for conventional Windows- or Linux-based notebooks.”
see Digitimes Research: Global notebook shipments expected to drop almost 7% in 2014

Good. The world has seen more than enough monopoly in IT. Both M$ and Apple are being cut back down to size in 2013.

see Digitimes Research: Non-iPad tablets account for over 50% of global shipments in 3Q13.

About Robert Pogson

I am a retired teacher in Canada. I taught in the subject areas where I have worked for almost forty years: maths, physics, chemistry and computers. I love hunting, fishing, picking berries and mushrooms, too.
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11 Responses to No Monopoly in Client PCs

  1. bw wrote, “They are a solid company and Wall Street agrees.”

    They, M$, are diversifying away from PCs. That’s what Wall Street appreciates. That old monopoly stuff is so 1990s. If Wall Street had the option to trade shares just of the client division they would be a lot more nervous. I still think much of the server and business divisions depends on lock-in of the client OS. Once that’s gone, M$ is in for a serious adjustment. That’s happening today for consumers. Business may take a year longer to adjust reality. Then M$ will have to paddle hard to stay afloat as a publicly traded company. They will not disappear but the numbers will change a lot.

  2. dougman says:

    BW, thinks M$ would not care about selling phones or pads. Really?? What are all those Windows phone and Surface tablets attempting??

    See, the truth is, M$ has tried and still are trying, but to keep on failing in selling their devices.

  3. bw says:

    Over 60% of new devices (Q2 2013) are using Linux.

    That may be accurate or not, but it is only by counting the sort of appliance devices where there is no real concern on the part of users in regard to anything called an operating system. Cell phones, iPads, and even system components such as routers and network storage devices do not use Windows OS, but that is not part of any “share” that Microsoft cares about vis-à-vis the Windows product lines.

    Microsoft sells Windows Phone OS to some OEMs and rakes in some royalty payments from companies using their patents on cell phones, tablets, and such. That income may make them the largest software supplier in terms of revenues in those markets as well, but those markets are tiny compared to the mainstream PC OS software business. The raisin business is far, far larger than the watermelon business if you only count unit sales, but that would give you a warped picture of reality, just like you are doing with comparing cell phones to Windows PCs by the numbers. Or the cheap $69 tablet to an iPad.

  4. bw says:

    OEM revenue which represents consumer lock-in, is way down.

    It is not “way down” at all. Overall, Microsoft continues to prosper. They are a solid company and Wall Street agrees. Continue to think otherwise, but you are not voting with the smart money.

  5. Mats Hagglund says:

    Market share of pc is now hardly more than 20%. IT is 80% mobile now. Over 60% of new devices (Q2 2013) are using Linux. Less than 20% are using Windows.

  6. bw wrote, “Maybe some day it will start to decline, but not this year.”

    OEM revenue which represents consumer lock-in, is way down. Meanwhile everyone else is growing like Topsy.

  7. bw says:

    M$ had 95% share of client OS

    You measure the oddest things! Microsoft worries about its share of the money spent for PC software, nothing else. They have a huge share of that business, and it generates a great deal of Microsoft’s profits. Money spent in-house developments or even freeware is interesting, but they do not think they can win it all, I am sure in spite of your attributions.

    Year after year, this revenue grows a bit although at a slower rate now than decades ago. Maybe some day it will start to decline, but not this year.

  8. bw, ignoring fractions, wrote: “Where is the “cut”?”

    Let’s see: ~2005, M$ had 95% share of client OS. Now they are falling rapidly towards 50% or lower. That’s a cut. 50% is less than 95%. Apple is stuck at ~5% of PCs shipped despite their being special/creative/stylish/smart, etc. Reality is quite a cut back from the reality-distortion field. Apple was ~90% of tablets a couple of years ago. Now they too are heading south of 50%. That’s a cut. Both are making money but their absurd margins are being slashed by competition. That’s another cut. Those empires were propped up by myths that have all been disproved. They both could fall far much faster.

  9. bw says:

    Both M$ and Apple are being cut back down to size in 2013.

    Record years for both. Where is the “cut”?

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