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Chip, PC Demand Continues Decline

Some PC chips down as much as 20% in Q2
6/15/2015 02:45 AM EDT
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kwada951
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Re: Maybe just PC and PC semiconductors
kwada951   6/16/2015 1:59:36 PM
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Hello Rick;

It appears as if the entire TECH space is moving in a new direction.

 

We shall see how things shake up in the next couple of years or so.

 

rick merritt
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Re: Maybe just PC and PC semiconductors
rick merritt   6/16/2015 1:01:11 PM
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@kwada951 Yes the cloud seems to be moving briskly as people use more and more Web services

Client hardware seems to be the issue with tablets and PCs slowing and even smartphones grwoth slowing.

kwada951
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Maybe just PC and PC semiconductors
kwada951   6/16/2015 11:47:04 AM
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According to SEMI ... The current book-to-bill ratio is still hovering around 1.02 to 1.04. These numbers appear pretty healthy as far as I can tell.

http://www.semi.org/en/node/56161

 

I can say this much for certain... The networking industry is looking pretty upbeat right now.

 

rick merritt
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Re: Media love their hype
rick merritt   6/15/2015 9:31:32 PM
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Indeed, as Microsoft's Web servcies division grows, the corporation seems to be moving to a business model more like that of Google where the OS is given away in hopes of getting more big data it can monetize.

rick merritt
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Re: Total “PC” Unit shipment has NOT gone down
rick merritt   6/15/2015 9:29:18 PM
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@HangLai: Good points. No one has a crystal ball.

Bert22306
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Re: Media love their hype
Bert22306   6/15/2015 7:58:19 PM
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Yes indeed. Microsoft will give Win10 away for free, as long as you install it within the first year (year starts July 29th for PCs). I thought at first this meant that after one year, you will have to pay. But no. If you have now Windows 7, 8, or 8.1, you can download and install Windows 10 for free, and Microsoft will support it for the life of that device. The download will become available in phases, with PCs/laptops being the first phase.

Whether that's desperation, or whether that's their way of encouraging everyone to switch to the new OS, so they can stop supporting the older ones, I don't know. One result of this approach, Microsoft will have to make damned sure they incorporate all the new drivers for all those systems out there that they claim are compatible with this Win10. In the past, especially with Vista, driver compatibility was a sore spot. With this strategy, they cannot afford to break a huge number of PCs.

I assume that before they initiate the installation, they will have a test of all your peripherals, so they can abort the process before it's too late.

For those who don't have the proper Windows version, or for those who don't take advantage of the offer during that first year, Win10 home edition will cost $119.

Anyway, this could be good for Microsoft, and it's certainly great for consumers, but not so good for Intel, AMD, and the PC makers, is my thinking.

resistion
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Re: Media love their hype
resistion   6/15/2015 7:40:05 PM
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Microsoft is offering Windows 10 free, for heaven's sake, to anyone with Win7 or Win8 on their PCs


Didn't realize Microsoft was playing these games of desperation. Giving away stuff free on key products, just to keep customers.

Bert22306
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Media love their hype
Bert22306   6/15/2015 5:51:13 PM
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A more credible explanation for what's going on is that what people consider to be a PC purchase might not always be classified as PCs.

http://www.forbes.com/sites/aarontilley/2015/04/09/pc-market-continues-painful-plunge/

This explains that the hybrid tablet/laptop category is growing, for example.

Another possible factor is how Microsoft is introducing Windows 10. For one thing, similar to Windows 8, these last two OSs have not required a big boost in PC power to work well. This is a historic anomaly. In the past, the requirements for the new OS were typically beyond the capabilities of the previous generation PC.

And too, Microsoft is offering Windows 10 free, for heaven's sake, to anyone with Win7 or Win8 on their PCs. So, if you can upgrade to Win10 for free, and you're fairly certain your old PC can handle it, surely that will slow down new PC sales.

Plain jane tablets are also flat in sales. One wonders why that doesn't make a splash. They were supposed to have introduced the "post PC era." Guess not. (Quelle surprise.)

But the irksome implication in this ongoing media belly-aching about "PC decline" is that people don't need, or aren't using, PCs anymore. Come now. How many people, whether still in school or in most professions, can get their work done on a smartphone? Not until these smartphones can be docked.

HangLai
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Re: Total “PC” Unit shipment has NOT gone down
HangLai   6/15/2015 3:12:51 PM
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@Rick Merritt,  Did SIA not predict Semi sale in 2015 will grow 5%?   Why your analyst's prediction is now better than SIA?  I see analysts made a comment even when it is dead wrong, people and analyst will forget about it, next time he/she will make the same wrong comment again, is there any accountability for the truth here?  I see these analysts are using this tactic to drive market up or down for their own profit purpose.  This is particularly true when the prediction is associated with some stock profit seeking firms.

rick merritt
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Re: Total “PC” Unit shipment has NOT gone down
rick merritt   6/15/2015 12:40:24 PM
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@HangLai These Wall Street analysts are trying to gauge demand ahead of the next round of earnings calls, not interpret the last round of quarterly reports.

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