[opendtv] Report: Desktops slump, mobile systems rise

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Fri, 8 Apr 2011 18:58:49 -0500

I can see how the hype-minded might interpret this sort of report to say that 
desktop, or fixed PCs, are on the way out. I think not. Just one example: 
Internet connected TVs would use desktop-type motherboards. Some desktop PCs 
will no doubt be replaced by portable devices, notebooks and tablets, but not 
all, IMO.

Besides which, any successful new product is bound to show faster growth than a 
mature product. The same old S curve all over again.

Bert

---------------------------------------------
http://www.eetimes.com/electronics-news/4214907/Report--Desktops-slump-mobile-systems-rise

Report: Desktops slump, mobile systems rise
Rick Merritt
4/8/2011 1:26 PM EDT

SAN JOSE, Calif. - Notebooks and tablets continue to displace desktop PCs amid 
a mild and short term slowdown in PCs, according to a new report from a Longbow 
Research. Advanced Micro Devices is taking market share from Nvidia in 
graphics, the report added.

"Desktops are continuing to give way to notebooks (and now, tablets, too) and 
reports from the field confirm our view on the stagnation of desktop PCs," said 
Joanne Feeney, a financial analyst at Longbow.

In March, market watcher Gartner lowered by five percent its 2011 desktop PC 
forecast, claiming notebooks and tablets will eat into desktop sales.

Feeney said motherboard shipments were down about five percent in the first 
quarter compared to the last three months of 2010, a decline of less than the 
seasonal average. Desktop sales will be flat in the second quarter with 
notebooks and tablets seeing growth, she predicted.

Intel's Sandy Bridge, its next generation x86 architecture, is poised for a 
fast ramp this year from use in 10 percent of desktops in the first quarter to 
more than half of desktops by the third quarter. Rival AMD is also expected to 
see design wins rise in the fall for Llano, its next-gen desktop chip, 
especially with so-called white box companies that don't use their own brand.

In desktop discrete graphics, AMD is expected to take market share from Nvidia 
beginning this quarter, Feeney said. AMD in winning over the game developers 
whose software is now beginning to favor its parts rather than those of Nvidia, 
she added.

 
 
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