Tuesday, February 19, 2013

Tablet PC shipments ultra-PC is not far off: the fourth quarter or inflection point

IDC data show that global tablet PC shipments reached 52.5 million in the fourth quarter of 2012, PC shipments of approximately 89.8 million units. Although a difference of more than 3700 million units, but take into account the high-speed growth of the tablet market will continue, while the PC market is likely to continue to decline, the industry inflection point may not be far off.

Sina Technology Luo Liang

A year ago, the Goldman Sachs Technology and Internet Conference, Apple CEO Tim Cook (Tim Cook) said that this tablet computer like the iPad could one day more than the PC market. Now look, this time point may have gradually clear.

The market research firm IDC, released on February 19, "Worldwide Quarterly PC Tracker report," the fourth quarter of 2012, global PC shipments of 89.8 million units, a year-on-year decline of 6.4%. This is the global PC sales fell for the first time in five years.

Correspondingly, the Tablet PC market is continuing to show explosive growth. IDC previously published data show that the fourth quarter of 2012, total global tablet PC shipments hit a record high, reaching 52.5 million units, a year-on-year growth of 75.3%.

"Although the growth rate will slow down, but in the fourth quarter of 2013, global tablet PC shipments are likely to be more than the PC." ISuppli company's consumer electronics and semiconductors, principal analyst Gu Wenjun said.

PC camp fight back

Once the tablet computer shipments more than a PC, Apple founder Steve Jobs's "post-PC era" argument may become undisputed. But before this, the PC camp, led by Microsoft, Intel will not easily admit it.

As the world's second-largest PC maker, Lenovo Group has been claiming that now is PC + era PC based on user demand products morphological changes will still be in the dominant position. Lenovo Group CEO Yang Yuanqing has pointed out that the meeting in March last year, shipments of notebook computers are still more than three years after the Tablet PC.

Yang said at the time, "The PC is not static, and the future will be a new architecture next laptop will absorb the advantages of tablet PCs, will be lighter, thinner, battery life will be longer, of course, also can touch. better than the tablet PC laptop, it can create content, not just the consumer, read the content.

In fact, in the past few months, the Lenovo Yoga, represented by the integration of the products of tablet PCs and PC experience has become the PC makers race to launch the product, the these deformation PC products caused some impact on the Tablet PC.

Apple CEO Cook has stressed on more than one occasion, Tablet PC shipments exceeded PC is just a matter of time, but industry analysts believe, Tablet PC shipments are unlikely to exceed a PC. IDC research vice director Wang Jiping on Sina science and technology, the Tablet PC is less than a volume of more than PC trend.

"Heavy users as well as commercial users will choose the PC, although mild Tablet PC users will choose, but as the smart phone screen more and more, many consumers will give up the Tablet PC and turn smart phones. Deformation PC products will also impact the Tablet PC. "said Wang Jiping.

Relative to the view of Wang Jiping, mobile industry analyst Samir Singh (Sameer Singh) forecasts extraordinarily radical. Singh said yesterday that the trend of tablet PC market with intelligent machines market trends are very similar, in contrast, the Tablet PC to replace the PC faster. He expects global sales of tablet PCs in the first quarter of this year is expected to surpass PC sales.

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