PC Armageddon: Q4 2014?

Geekwire’s Todd Bishop has published a hilarious chart showing how tablets are really doing in the so-called “post-PC” world: They’re getting killed by PC sales. But I think Todd’s chart points to a Terminator-like Judgment Day for the PC, too. And if current trends remain unchanged, the PC gets killed off by the tablet in Q4 2014.

“The chart shows the trends over the past two years, with traditional PCs, primarily running Windows, still shipping far more units than tablets,” Mr. Bishop writes. “However, the PC shipment trends are flat overall, in contrast with the steady growth in shipments of iPads and other tablets.”

Here’s the chart he supplies:

todds-chart
But what happens if sales of PCs, iPads, Android tablets, and Macs continue along the exact same growth trajectories? Will these non-PC devices ever surpass PCs? Yes, of course. And it will happen a lot sooner than I expected, in Q4 2014.

Here’s my revised version of the chart, which was made with the “Accu-touch” tools in Windows 8. By which I mean Paint.

new-chart
Now, this assumes nothing changes. It’s possible that PC sales nosedive, or not, and that tablet sales grow even faster … or not. That’s what makes this stuff fun.

Thanks for the chart, Todd.

Discuss this Article 14

lowlymarine
on Oct 12, 2012
Obligatory XKCD: http://xkcd.com/605/ I'm pretty sure Paul was making a joke here, people.
GoodThings2Life
on Oct 13, 2012
Thanks for the laugh, Paul! It really is funny to think of these ridiculous doomsday scenarios. Of course, the reality is that those tablets are going to be Windows 8/RT tablets, so really the it's the PC Plus+ era, lol. And let's also call a spade a spade and admit there's ZERO chance of the iPad continuing that trajectory with both Kindle, Nexus, and Windows 8/RT in the marketplace. :D See? Random speculation IS fun! PS-- On Windows 8 with IE10, I have to use Compatibility View to logon/post successfully, but the article text disappears in Compatibility View. Just something to pass onto your web admin team.
USArcher
on Oct 12, 2012
Not sure about the point of this...to forecast possible consumer shift in preference of tablets over "PC"s or to say they will prefer devices that are not running Windows. It is not unreasonable to think that Windows 8 / RT based tablets will account for the majority of forecasted shipments. Totally unrelated, I've only briefly played with the Consumer Preview and I'm curious about Modern apps in Windows 8 .. do we have 32-bit / 64-bit versions or does this become irrelevant? Is there or will there be such a thing as a CPU intensive / non-gaming Modern app? Will Windows Store allow me to purchase an app if my current hardware doesn't meet minimum app requirements? I do hope you will write more about the store, apps and hardware requirements for running these apps. Thanks
N O'Really (not verified)
on Oct 12, 2012
If you did this a few years ago with Netbooks, you could have predicted the death of PCs way before now! Tablets are just another form factor and many are now difficult to distinguish from phones. If PCs includes laptops, then you could easily argue that Win8 pro tablets will belong in the PC category rather than tablet, as they are closer to laptops than they are to Unix devices.
Waethorn
on Oct 12, 2012
I don't get this. You're basing shipment predictions on tablets only on the last quarter. It would make more sense to calculate the average from the start....or at least work out an exponential curve. Even if shipments gained exponentially, if you start your curve at the beginning of the iPad launch, the curve would still be far smaller than basing it just on the increase in shipments between Q1 and Q2. Excel would certainly do that work for you. BTW: When are you going to fix IE10 compatibility with this site???
USArcher
on Oct 12, 2012
Not sure about the point of this...to forecast possible consumer shift in preference of tablets over "PC"s or to say they will prefer devices that are not running Windows. It is not unreasonable to think that Windows 8 / RT based tablets will account for the majority of forecasted shipments. Totally unrelated, I've only briefly played with the Consumer Preview and I'm curious about Modern apps in Windows 8 .. do we have 32-bit / 64-bit versions or does this become irrelevant? Is there or will there be such a thing as a CPU intensive / non-gaming Modern app? Will Windows Store allow me to purchase an app if my current hardware doesn't meet minimum app requirements? I do hope you will write more about the store, apps and hardware requirements for running these apps. Thanks
planetarian
on Oct 12, 2012
Paul, you're failing at statistics and process analysis here! You can't just extend the last segment, you have to calculate a trendline and extrapolate that. Realistically, armageddon would be placed a few years back, because the trend line wouldn't be as steep as the last segment. =)
jimbie882
on Oct 12, 2012
I would like to be optimistic, but I'm really wondering how the Microsoft Stores are doing. They should be selling lots of PCs since they are in the front lines of the PC business, but they don't seem to be doing much business whenever I visit at Costa Mesa South Coast Plaza. I can't understand the slow dripping out of the launch of Windows 8. It is taking a LONG LONG time. They are 3 years later than the iPad and much longer than Android. The aggresiveness of the past is longer there. I'm uncertain if Windows RT will make up the difference when the Windows desktop goes away. As much as I want touch in my Windows, will RT provide the same desktop capabilities for multitasking "windows" and cursor control. The "Windows RT/8" UI is just "in your face", jarring, with flipping and sliding. I wished it had a more Apple like smooth interface with at least some transparency and smooth transitions. The hardware is rather expensive. I haven't seen anything in the $400 to $500 range as basic functioning units. The Apps must show desktop/keyboard/mouse modes or I will wonder why we are downgrading the desktop for the inevitable transition to RT.
mherges
on Oct 12, 2012
Hey Paul, I think whatever numbers we look at do give a pretty good idea of the trends; however we still may not have a good idea on the markets overall capacity for these types of devices.... A certain percentage of PC users will have multiple devices for quite sometime and many people who don't have a PC may only buy a tablet. So overall I think the real unknown might be device capacity...and considering that the total amount of devices in emerging markets and 3rd world countries are still low or well below capacity, especially in China, who's to say. Though I agree that tablets will over take PCs eventually, it will likely be due to the fact that we won' be able to draw a line anymore between the two...so maybe as the lines get closer together they just merge and not diverge... Just a thought though.
pthurrott
on Oct 12, 2012
Right. I'm actually pretty sure now that this could happen even more quickly. I was sort of joking around about this, but I should revisit this a year from now. I bet the lines are different.
bobbach
on Oct 13, 2012
Forgive me for being flip but isn't this really a difference without a distinction? People are using these devices like they use PCs. They are adding keyboards and other peripherals to make them more productive, surfing the web, managing personal finances and playing games, all while paying to consume media. What will be seen as a subtle evolutionary change in the future isn't enough to call these things anything but what they are. Smaller form factor PCs. What makes this fun is having the choices we do in the devices. Back in the 80s we had Atari, Commodore, Sinclair, Activision, Apple, TI, IBM and others all vying for our PC dollar, and this reminds me of those heady days. Currently I use Android and Windows on a daily basis and if good ole Microsoft can pull RT off I'll have that as well in a few months. As for Microsoft being late to market, they usually wait for a quasi mature market and then jump in. Look at the GUI, word processing, Internet browsing,multi user, multi processing, now Jellybean and IOS6 are both usable and in comes Microsoft with the heavily integrated twins known as Windows 8 and Windows RT! If Jobs had done this it would be considered brilliant, but since it was Ballmer and company it must be a huge misstep. Yeah. Right. Who knows whose going to win? Not me. But I sure wouldn't count out Microsoft. A beautifully integrated pair of operating systems with a great deal of interoperability, designed for different hardware platforms running from tablets to ultra books to traditional desktops and closing in fast on the phone! This sounds like a company on the move and likely one that we should keep an eye on!
techman.merb
on Oct 13, 2012
I cannot see any tablet replacing my desktop system which has more than 6 TB of storage. Terabytes of Cloud storage would be prohibitively expensive and I will not store my personal banking or tax data on the cloud, or other highly personal or confidential data. Sorry. Another thing to consider is data transfer. Not everyone has unlimited data transfer from their ISP. In fact here in Canada no ISP offers unlimited data transfer. This makes streaming movies in HD pretty much a non starter. I have a friend who signed up for Netflix and ended up with a $650 invoice for one month of Internet service from her ISP. The average amount of data transfer per month here in Montreal is about 75 GB. That's less than streaming one HD movie every two days. Tablets are great for what they are, but desktop replacements? I cannot see any tablet replacing my desktop for photo or video editing or for music production and editing. Not to mention high end gaming. I do see them as a PC replacement for those who have little need for more than email and web surfing, but for most users I see them as a complement to a primary PC and not as a replacement. I don't see that happening anytime soon.
BladRnr
on Oct 12, 2012
It's game over. iPads will rule the roost in terms of sales and profits by a huge margin. Just look at the iPad Air/Mini coming out before the Windows Surface tablet, with pricing and people actually getting to try it out. Microsoft is dead in this market. I can't believe they don't have working models for consumers to try or pricing yet. And look what's happening to the PC vendors. Dell and HP on their last legs, losing market share and profits. You gotta make money to stay alive and they aren't. If tablets are the future, Apple is king. Game. Set. Match.
pthurrott
on Oct 13, 2012
I assume it's obvious that "guy with tablet" is the norm going forward and "guy with 6 TB of data attached to a desktop" PC is not. No one product can serve all needs. But a simple device will work for most people. A huge complex PC with lots of storage will not. And when you argue against tablets in this fashion, you're really just highlighting the divide between you and most people's reality.

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