quoted from asymco site:
“Charles Arthur of The Guardian writes that PC sales “may have passed their peak“. That’s a powerful, concise statement. It’s backed up by a quote from Gartner’s Mikako Kitagawa:
“This was the third consecutive quarter of mobile PC shipment declines in the US”
Chart shows PC growth rates. Click on image for a bigger view of it.
quoted:
“The green line shows the PC industry excluding both the Mac and the iPad. Although it might include Linux or computers sold without an OS, the label “Windows PC” is a fairly close approximation. It shows that the market excluding Apple entered contraction this quarter and is out of sync with overall economic recovery and growth.
The red line shows the behavior of the Mac franchise. It’s well ahead of the overall market with 2x to 3x the growth. This has been a pattern for over 18 quarters. I had some thoughts on this in a November 2010 hypothesis.
But the most telling line is the orange line which includes both the Mac and the iPad. In an industry where growth is usually measured in single digits, the iPad business brings growth in three digits.”
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