~150 million Android and iOS devices sold in December 2012

[Hans de Vries]

Astonishing growth really....

http://www.techzone360.com/topics/t...-50-million-ios-android-devices-activated.htm
http://www.examiner.com/article/mer...-activations-set-record-on-christmas-day-2012
http://247wallst.com/2012/12/27/mobile-device-activations-skyrocket-on-christmas-day/

Together they now sell six times as fast as Wintel devices which sell on average
25 million systems per month.

17.4 million devices were activated on Christmas day alone, which is more as the
entire planned 2013 production of Intel Atom's. The production of Atoms is still
artificially limited by Intel to circa 15 million devices/year for margin reasons.
(with 5% of CPU's in 2H 2013).

http://www.fudzilla.com/home/item/29409-haswell-20-percent-of-market-in-2h-13

Except for the "x86 Myth Busting" marketing campaign there doesn't seem to be
a counter strategy in place. Trying to clamp to those high margins for as long as
possible now results in a playing field where Wintel becomes a minority rather
sooner then later and the software advantage diminishes by the day.

The world won't mind. At 25 million Wintel systems per month it takes a quarter
of a century to provide everybody on this planet with a PC and internet access,
(assuming that no systems get broken in the mean time).

Affordable Atom systems produced at a rate of 15 million per year would take 500+
years to provide the current world population with a PC and internet access...

Intel and Microsoft will historically be remembered as taking the early lead in the
Personal Computer revolution but then refusing to fulfill it to the end because of
their margin maximizing monopoly strategy and their disregard for the needs of
the global population.


Hans.

 

[ShintaiDK]

Its not so impressive when they in most cases simply replace older ARM handsets with high ASP smartphones. Or smartphone with smartphone. And sofar, no smartphone or tablet have replaced any PC. A 2006 smartphone can do the exact same functions as a 2012 one for example.

Whats the average lifespan for a smartphone
http://myphonemd.net/blog/2012/07/16/why-your-new-smartphone-is-already-obsolete/?

And if anything, smartphones and tablets makes extreme margins possible (We already see 400$ profit per smartphone on the highend.). So the future is certainly bright for Intel(And possible AMD if they dont go belly up in between.). Right now the ARM makers and canibalizing on one another to substain any form of growth.

 

[KingFatty]

I haven't seen any predictions, but has it even been speculated something like this: When will a tablet and/or phone be powerful enough to do what my current PC rig can do?

For example, what year will I be able to take my tablet and hook it up to 3 eyefinity monitors, full-size external keyboard/mouse, and get gaming performance equivalent to something like a modern gaming rig?

I don't really care whether that's with Windows, Android, or iOS running on such a tablet, I care about the content - can I run my steam games on it, or the other software I purchased? I can't imagine losing all my steam games, or all my Android apps, that's an investment like building my own personal library. If a tablet can do it, I'll buy one.

 

[Genx87]

I haven't seen any predictions, but has it even been speculated something like this: When will a tablet and/or phone be powerful enough to do what my current PC rig can do?

For example, what year will I be able to take my tablet and hook it up to 3 eyefinity monitors, full-size external keyboard/mouse, and get gaming performance equivalent to something like a modern gaming rig?

I don't really care whether that's with Windows, Android, or iOS running on such a tablet, I care about the content - can I run my steam games on it, or the other software I purchased? I can't imagine losing all my steam games, or all my Android apps, that's an investment like building my own personal library. If a tablet can do it, I'll buy one.

You dont fit the demographic of tablet makers and likely never will.

 

[Arkaign]

Windows is fumbling, hard, with 8, probably because they're so threatened by the rise of iOS/Android, which is a little silly, because iOS/Android so far are terrible for real productivity a la the desktop space.

In the end, the winners will be those who can provide a good value for the job at hand. In mobile, that war has been fought and won by Apple and Google, not sure what Microsoft is thinking is still on the table there. In the desktop, OSX is feasible, but still not a compelling value with the larger up-front costs for similar performance (not to mention avg worker efficiency with OSX vs. Windows, and entrenched Windows-only apps for particular businesses). But Win8 is almost a white flag in the desktop space, offering compelling reasons to skip it or move to alternatives for their business clients.

Home? Home PCs are quickly vanishing, due to the fact that many are realizing they never did any work on them to begin with, the vast majority are just used to play games (replaced by consoles easily, sadly, even though I prefer PC of course), or browse internet and such (easily replaced by iPad/etc). Hell, with a recent SmartTV and an Xbox, you can even skip the iPad and just use a wireless kb to browse the web and watch your movies, play apps, etc. Apple's TV products (not the boxes, but the actual TVs) will do this and more most likely.

Microsoft is extremely threatened, and their reactions are sloppy and self-destructive.

 

[grimpr]

Microsoft is extremely threatened, and their reactions are sloppy and self-destructive.

And they aint seen nothing yet.

Ubuntu for phones - Industry proposition
http://www.youtube.com/watch?feature=player_embedded&v=cpWHJDLsqTU

 

[Olikan]

a comparison with iOS and Android (aka 2 OS) against Wintel (one OS, one CPU)
....really?

sure, intel is late to the party, but they can catch up
but i just can't see M$ doing well here, not with Android beeing free and really well established (something that linux never had)

 

[frozentundra123456]

a comparison with iOS and Android (aka 2 OS) against Wintel (one OS, one CPU)
....really?

sure, intel is late to the party, but they can catch up
but i just can't see M$ doing well here, not with Android beeing free and really well established (something that linux never had)

Android still has a long way to go IMO. The tablet that I have is extremely limited and frustrating to use. I mean, I cant even move files easily from the internal storage to an SD card. Even if I did not game, I would in no way replace a PC with a tablet. A tablet as an accessory to a PC, yes, for sure. But in no way as a replacement unless it were something like a Win 8 tablet with a keyboard dock.

 

[Arkaign]

a comparison with iOS and Android (aka 2 OS) against Wintel (one OS, one CPU)
....really?

sure, intel is late to the party, but they can catch up
but i just can't see M$ doing well here, not with Android beeing free and really well established (something that linux never had)

Intel is certainly going to have an easier go of it than Microsoft imho.

After all, they can use their process tech and mfg superiority to make products to drive any OS out there. Microsoft is tied to Windows, Office, and Xbox. Sink or swim.

 

[Kenmitch]

And they aint seen nothing yet.

Ubuntu for phones - Industry proposition
http://www.youtube.com/watch?feature=player_embedded&v=cpWHJDLsqTU

The UI does look interesting. Wonder if it'll catch on.