Digitimes, out of Taiwan, is always watching the markets for electronics, particularly PCs, components and optical devices.“Intel’s Skylake-based processors, originally expected to launch in early third-quarter 2015 to support the release of Windows 10-based notebooks, may not become available until the end of the third quarter or early fourth-quarter 2015. The delay is expected to hurt demand for Windows 10 notebooks.
Windows 10-based notebooks are already facing many negative factors that could impact their shipments in 2015: most enterprises are expected to finish their PC replacement by the end of 2014 after Microsoft terminated support for Windows XP; Microsoft will offer free upgrade to Windows 10 for existing Windows 8/8.1 notebooks; and Windows 10 lacks attractive features.” They have spies in lots of businesses so their diagnosis is valuable. Folks who depend on Wintel for a living will take an unwelcome hit.
While these details are important clues to what’s happening, the big picture is that the tail is no longer wagging the dog. In the “good old days”, M$ would make a phone call to Intel or have a meeting or utter a threat to Intel and Intel would fall in line as would all the OEMs. Now the whole supply chain only considers M$’s wishes if they’re not busy doing something else… They are tired of tiny margins and restrictions on what they can do to distinguish their products. They are demanding to be paid to install that other OS. They are often installing other operating systems or shipping products with no operating system. OEMs can’t wait for Wintel to get its act together. The OEMs have huge costs whether or not Wintel has a product ready on time.
So, XP is dead, “7” is dying, “8” is a zombie, and “10” is vapourware with nowhere to call home. M$ continues layoffs. POOF! It all falls down. In the meantime Google and the OEMs will crank out many millions of ChromeBooks. Canonical, Linpus, RedHat, Suse… and the OEMs will crank out many millions of GNU/Linux PCs. Several OEMs will crank out many millions of GNU/Linux thin clients. Android/Linux will reverberate with another billion or so units of small cheap computers(tablets, smartphones). This looks like good news to me.