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In five years, Microsoft's share of personal computing fell from 90 to 33%

post #1 of 54
Thread Starter 
Over the last five years, Post-PC devices have displaced conventional Windows PCs so rapidly that Microsoft's dominance over personal computing has plummeted from roughly 90 percent share to less than a third.

Asymco PC vs iPad


Data compiled by Horace Dediu of Asymco highlights in implosion of growth that has sapped Worldwide PC shipments starting with at the launch of Apple's iPad in 2010 (above).

While PC shipments have stagnated over the past five years, Apple's sales of iPhone and iPads and the estimated shipments of Android-based devices have grown rapidly.

The personal computing industry has shifted from 92 million shipments in 2008 to today's market of 269 million units, as the site further details in charts.

Five years ago, Windows PCs accounted for the vast majority of computing devices - around 90 percent. But after failing to materially participate in the shift to tablets and smartphones, Microsoft has been left with its OS software on less than a third of the devices companies and individuals now use.

Dediu's figures come from Gartner's PC and tablet shipment data. The firm, along with IDC, suddenly stopped counting certain tablets among PC sales after Apple released its iPad. Both companies have since added Microsoft's Surface and other Windows-branded tablets to their PC numbers while relegating iPads and Android tablets into a separate "media tablet" category.

Ostensibly, this was to separate devices used only for "media consumption" from PC figures, but the firm's PC data has always included vast numbers of PCs that have only ever been used to browse the web or check mail, and have also included low powered netbooks and other limited-duty PC devices.



In stark contrast, complete PC market data from Canalys (above) has more clearly shown how modern tablet form factors have had a tremendous impact on the PC market, without regard for how flattering the truth is to Microsoft.
post #2 of 54
Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.
post #3 of 54
Quote:
Originally Posted by tjwal View Post

Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.


To YOU they are a different market.  To many folks I know, their iPads are the only computer they have.

post #4 of 54
Quote:
Originally Posted by AppleInsider View Post
 
While PC shipments have stagnated over the past five years, Apple's sales of iPhone and iPads and the estimated channel-stuffing of Android-based devices have grown rapidly.
 


Fixed-that for you DED... :)

post #5 of 54
Quote:
Originally Posted by tjwal View Post

Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.

And desktops aren't used the same way as notebooks, but that doesn't mean they are all used to do similar activities and can reasonably be defined as personal computers.

You should consider that many people are finding modern smartphones to be a great stand in for many of their online activities and there are plenty of people who have replaced or ignored their traditional "PC" in favor of tablets. This is evidenced by the rise in the tablet market and the corresponding drop in desktop and notebook sales.

Jobs said it best when he stated: "PCs are going to be like trucks."
post #6 of 54
Quote:
Originally Posted by tjwal View Post

Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.

 

You don't get to decide that. They are the same market, because quite a few people are buying iPads and iPhones and using it as their primary device. Maybe not you, and certainly not me, but many others are.

 

A full desktop PC is overkill for most people, the people who are primarily content consumers, not creators. Before, people didn't have a choice, they had to buy a PC or laptop, now they have a choice, and many of them are choosing not to buy such devices, as they don't need them.


Edited by Apple ][ - 10/10/13 at 3:45pm
post #7 of 54

And yet Ballmer still got 80% of his bonus.  

post #8 of 54
Quote:
Originally Posted by sflocal View Post
 


To YOU they are a different market.  To many folks I know, their iPads are the only computer they have.

So correct! Even Tim Cook said he is using his iPhone and iPad 90% of the time. It's the one thing he and I have in common! :)

post #9 of 54

I used to think that soon we would have an iPhone that acted like the "brain" and would connect to a monitor/KB/TP at work and at home. With all your data accessible thru iCloud.

 

But now I think, it'll be only a 13" iPad (for the couch) and a ATV at home. And an iPhone and iPad Mini for mobile/travel. 

post #10 of 54
Quote:
Originally Posted by sflocal View Post
 


To YOU they are a different market.  To many folks I know, their iPads are the only computer they have.

to many people Mcdonalds is a meal - to most it is just garbage... if you want to hit the lowest common denominator for your definition of things go for it. Apple makes a Computer, it is called a MAC - it runs OSX... an iPad running iOS is not good enough to be an Apple computer.

post #11 of 54
Quote:
Originally Posted by agramonte View Post

to many people Mcdonalds is a meal - to most it is just garbage... if you want to hit the lowest common denominator for your definition of things go for it. Apple makes a Computer, it is called a MAC - it runs OSX... an iPad running iOS is not good enough to be an Apple computer.

...and to some, an apple isn't good enough to be an orange, right?
Android: pitting every phone company in the world against one, getting a higher number, and considering it a major achievement.
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Android: pitting every phone company in the world against one, getting a higher number, and considering it a major achievement.
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post #12 of 54
Quote:
Originally Posted by agramonte View Post

...an iPad running iOS is not good enough to be an Apple computer.

WTF?! Now the iPad isn't worth being branded by Apple. You trolls are a miserable lot.
post #13 of 54
Garbage. My phone and my tablet aren't PC's, sorry kids. Until they make a tablet that is comfortable to crack out a 30 page research paper on, while batch converting video files and playing Netflix in a small window in the corner, it is most certainly NOT a PC.

This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.
post #14 of 54
Quote:
Originally Posted by Cash907 View Post

Garbage. My phone and my tablet aren't PC's, sorry kids. Until they make a tablet that is comfortable to crack out a 30 page research paper on, while batch converting video files and playing Netflix in a small window in the corner, it is most certainly NOT a PC.

This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.

 

You are completely contradicting yourself.

Your Specialized bike and your F-150 fall into the same category as "Vehicle", just as much as an iPad and PC fall into the same category of "computing".  It's not that hard a concept.

You want to ride to the market?  Take your bicycle.  You want to haul 1/2 ton of gravel, use a truck.

Lots of folks I know only use an iPad as their "computer".  Their lives are much simpler.  Nothing wrong with that.

post #15 of 54
Quote:
Originally Posted by agramonte View Post
 

to many people Mcdonalds is a meal - to most it is just garbage... if you want to hit the lowest common denominator for your definition of things go for it. Apple makes a Computer, it is called a MAC - it runs OSX... an iPad running iOS is not good enough to be an Apple computer.

Actually iOS is OSX.  They both run the same mach kernel, and both run the same underlying file structures. In fact iOS is built on Mac OSX.  So yes the iPad and iPhone are both good enough to be an Apple computers because they are Apple computers and are both running the same os with different gui's.  This is one reason why theres so much talk about them merging, and also why Phil Schiller said at the 5s introduction that Mac OSX and iOS share the same code base. One of the reasons that a 64 bit A7 was introduced was to unify the code base of OSX and iOS more so that both are 64bit.  There also both developed in X Code.

post #16 of 54
Interesting numbers. Recently I had a guy tell me that at the local university he sees almost no one carrying a Windows phone, tablet or laptop. On campus it's an Apple world!
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #17 of 54
Quote:
Originally Posted by Cash907 View Post

Garbage. My phone and my tablet aren't PC's, sorry kids. Until they make a tablet that is comfortable to crack out a 30 page research paper on, while batch converting video files and playing Netflix in a small window in the corner, it is most certainly NOT a PC.

This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.

 

Being part of the same market doesn’t mean being functionally equivalent in every way. Macs & DOS PCs weren’t the same when this sort of counting started. The fleets of PCs that serve as cash registers or terminal emulation stations were counted the same as netbooks and desktop home PCs and workstation class PCs. IDC and Gartner have always counted Tablet PCs and hybrids and everything else.

 

What makes something a market is the fact that a population can choose between options when making buying decisions. So various types of vehicles are part of the "car market," but it would be a stretch to try to add motorcycles or bicycles to that. Unless you began looking at data that showed that all growth in vehicle sales and use was trending toward two-wheeled vehicles. 

 

At that point, it then begins to make sense to compare what people are actually buying in your market rather than just looking at what you have historically offered for sale. It becomes stupid not to be aware of these kinds of shifts, or to try to hide or ignore them. 

 

IDC and Gartner have worked hard to muddy the water, hoping that Microsoft would turn things around with Tablet PC and then Surface before they looked foolish. Didn’t happen. Now it’s very clear they were offering (and still offer) purposely misleading data that isn’t helping anyone understand the market. 

post #18 of 54
Quote:
Originally Posted by Macky the Macky View Post

Interesting numbers. Recently I had a guy tell me that at the local university he sees almost no one carrying a Windows phone, tablet or laptop. On campus it's an Apple world!

It's hard to imagine those Mac users deciding to switch to Windows for personal use after college. If they actually drop Mac it'll likely be for iOS.
post #19 of 54
Quote:
Originally Posted by Mechanic View Post

Actually iOS is OSX.  They both run the same mach kernel, and both run the same underlying file structures. In fact iOS is built on Mac OSX.  So yes the iPad and iPhone are both good enough to be an Apple computers because they are Apple computers and are both running the same os with different gui's.  This is one reason why theres so much talk about them merging, and also why Phil Schiller said at the 5s introduction that Mac OSX and iOS share the same code base. One of the reasons that a 64 bit A7 was introduced was to unify the code base of OSX and iOS more so that both are 64bit.

Meanwhile Microsoft is stuck at 32 bits... I say, you need to open up that 32 bit Windows machine to its FULL 64 bit capability, drag that System 32 folder out of the system and put it into the trash. Hit restart and enjoy the 64 bit world of surprising performance!
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #20 of 54

It's usually very easy to spot the trolls and non-Apple users on Apple forums.

 

One of the ways is simply to look for people who spell Mac like this: MAC.

post #21 of 54
Quote:
Originally Posted by Eriamjh View Post
 

And yet Ballmer still got 80% of his bonus.  

I've never understood America's fascination with paying CEO's exorbitant salaries and bonuses. 

 

After the owner/founder dies or leaves the company, 95% of companies eventually get run into the ground by the new CEO's. And go out of business.

 

Coca-Cola, Ford, McDonald's, Boeing, Apple, etc., are the exceptions to the rule.

post #22 of 54
Quote:
Originally Posted by sflocal View Post
 


To YOU they are a different market.  To many folks I know, their iPads are the only computer they have.

Without some data on what percentage of people think those ways, it's hard to know how much the PC market has been eroded.

post #23 of 54

Looks like the biggest reason for Microsoft's plunge is that the definition of a Personal Computer has changed.

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Please update the AppleInsider app to function in landscape mode.

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post #24 of 54
Quote:
Originally Posted by Cash907 View Post

Garbage. My phone and my tablet aren't PC's, sorry kids. Until they make a tablet that is comfortable to crack out a 30 page research paper on, while batch converting video files and playing Netflix in a small window in the corner, it is most certainly NOT a PC.

This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.

 

You keep thinking that Ballmer! 

post #25 of 54
This settles the question of OSX or iOS: Were those charts and the article created and wrote with an iOS tablet or a OSX? Which would you use? Pretty simple in my opinion. OSX is used for business/productivity and tablets are used for at home browsing and checking e-mails and using Apps. Quit bickering about mcdonalds and dining and apples and oranges.
post #26 of 54
Quote:
Originally Posted by DarkLite View Post
 

Without some data on what percentage of people think those ways, it's hard to know how much the PC market has been eroded.

If you read the article, it contains the data.

post #27 of 54
 

 

post #28 of 54
Quote:
Originally Posted by tjwal View Post

Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.

I know what you are talking about, but technically speaking a tablet and even a smartphone are TECHNICALLY computers.  They have all of the attributes of a computer, they are just in different form factors.  But if you can use a tablet or smartphone to do things that are also done on a desktop or laptop computer, then they qualify as a computing device.

 

If someone walked into a company with an iPad back in 1981 when the IBM PC first started, people would FREAK OUT.  An iPhone or IPad or any modern day tablet/smartphone was FAR more powerful than a 1981 IBM PC, so they should be considered a computer and part of the market share calculation for computing devices, and then split off into sub categories of computing devices.

post #29 of 54
Doesn't really matter as to what each device can do as the point is that Microsofts personal computing fell from 90% to 33%. Personal computing has changed a lot in 5 years and figures clearly show Microsoft (and others)
didn't match or forge trends. Clearly desktop
can do more than a hand held device but both can be umbrellaed under personal computing. Edit: Do Xbox and Ps3 also count as personal computing?
Edited by togan - 10/10/13 at 5:20pm
post #30 of 54

OMG!  OMG!  Microsoft is in complete Freefall!  From 90% to 30%!!!!!

 

*Looks at actual data*

 

Oh.  Microsoft PC shipments from 2008 to 2013 are fairly flat.

Yes, Microsoft missed out on the tablet boom in a big way.

 

From the headlines I thought there was some news here.

post #31 of 54
Originally Posted by agramonte View Post
to many people Mcdonalds is a meal - to most it is just garbage... if you want to hit the lowest common denominator for your definition of things go for it.
Originally Posted by Fake Steve Jobs
Sometimes I feel like a great chef who has devoted his entire life to monastic study of the art of cooking and gathered the finest ingredients and built the most advanced kitchen and prepared the most exquisite meals–perfect, so delicious, so extraordinary–more astounding than any meal ever created, yet each day I stand in my window and watch 97% percent of the world walk past my restaurant into the McDonald’s across the street.
…an iPad running iOS is not good enough to be an Apple computer. 

 

Despite being a computer made by Apple.

 

How pathetic can you get, really?

post #32 of 54
Something is amiss. According to the IDC 82 million PC's were shipped in the last quarter (This number excludes tablets and phones.). If that is true, only 40 million or so tablets and smartphones were sold in the same quarter. I think not.

No argument PC's, as a percentage of total computing devices, will continue to drop over time - mainly because more tablets and smartphones will be sold. Nevertheless, this article is fraught with misinformation. Statistics don't lie but liars uses statistics.
post #33 of 54
Quote:
Originally Posted by Cash907 View Post


This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.

Were you listening when Steve Jobs said, "PC are trucks and there will always be a need for trucks." His point being that you don't always need a truck to do what you want to do. He was fore-telling that people would be moving to smaller computer devices to do what they need to get done, and that's what has happened. Most jobs don't require trucks.

"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #34 of 54

2008, the year Bill Gates retired and Steve Balmer took over. Balmer is leaving a great legacy over at MS.

“What would I do? I’d shut Apple down and give the money back to the shareholders”

Michael Dell - 1997

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“What would I do? I’d shut Apple down and give the money back to the shareholders”

Michael Dell - 1997

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post #35 of 54
Quote:
Originally Posted by jd_in_sb View Post
 

Looks like the biggest reason for Microsoft's plunge is that the definition of a Personal Computer has changed.

 

On the plus side, from the data and the new definition, the Personal Computer business is actually booming.  It more than doubled from 2009 - 2013!!!

 

From the data cited I'm not even sure where the 33% comes from.  If he's using his own charts for data the last set in 2013 that shows data for tablets and windows shows Windows devices @ 70,000,000 and the total market @ 110,000,000 devices, which would be more like 64%, but who knows.


Edited by Frood - 10/10/13 at 6:12pm
post #36 of 54
Quote:
Originally Posted by tjwal View Post

Sorry I don't consider my iphone or ipad the same as my desktop. They are really a different market.

The chart is interesting though, the iPad did have a significant effect of PC sales, but look at what release of Win8 in the 3rd qtr of 2012 did.

This. The Ipad is not a desktop.

post #37 of 54
Quote:
Originally Posted by drblank View Post
 

If someone walked into a company with an iPad back in 1981 when the IBM PC first started, people would FREAK OUT.  An iPhone or IPad or any modern day tablet/smartphone was FAR more powerful than a 1981 IBM PC, so they should be considered a computer and part of the market share calculation for computing devices, and then split off into sub categories of computing devices.

 

You could tell them anything and they would believe you: traveler from the future? A piece of the crashed saucer wreckage? Here's my proof: look at this!

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #38 of 54
Originally Posted by Suddenly Newton View Post

You could tell them anything and they would believe you: traveler from the future? A piece of the crashed saucer wreckage? Here's my proof: look at this!

 

“Oh, the DeLorean? Everyone drives ‘em, man. And don’t get me started on wearing ONLY crotchless chaps…”

post #39 of 54
Quote:
Originally Posted by Cash907 View Post

Garbage. My phone and my tablet aren't PC's, sorry kids. Until they make a tablet that is comfortable to crack out a 30 page research paper on, while batch converting video files and playing Netflix in a small window in the corner, it is most certainly NOT a PC.

This is like trying to put my Specialized road bike into the same category as my F-150. Yes, both are forms of transportation, but they aren't anywhere in the same league.

Netbook's can't really do any of those things one at a time. An iPad would work as well as netbook for your 30 page paper as both would require an external keyboard. So obviously netbooks aren't computers either.
post #40 of 54
Quote:
Originally Posted by agramonte View Post

to many people Mcdonalds is a meal - to most it is just garbage... if you want to hit the lowest common denominator for your definition of things go for it. Apple makes a Computer, it is called a MAC - it runs OSX... an iPad running iOS is not good enough to be an Apple computer.

I was thinking the same. If my grandfather prefers to grab a pen and paper and write mail, instead of using email, that still does not make pen and paper a PC.

Some common ground PC and tablet/smartphone share does not, by default, put them in the same category.
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