I have been seeing five year replacement cycles in some cases, with upgrades in RAM and HD (larger and/or faster) to bridge the gap, it's not just three years lengthening to four. Also, during the Great Recession, computer upgrades often came from picking up newer used machines from dearly departed colleagues. :(
The sales of PC LCD panel seems to agree with the decline of PC sales. Although the decline rate of LCD panel seems to be a lot higher than I anticipate, the decline itself doesn't really come into surprise to me. What interesting to me is why these PC makers not finding other way out for these panels. Clearly, a 10" tablet is too small for any real computer tasks - word processing, spreadsheet calculation, etc. Can 15" fit into a tablet for portability and practicality? There are a couple vendors testing the market. Who knows where it is going to do? Question is coming down to what else these 15", 17" panel be used.
On the other hands, what about the sales of bigger LCD panel - 24" & 26" which are used for desktop screen?
And I would argue that the corporate upgrade cycle got longer because large chunks of the world just went through a recession.
That, and I think upgrade cycles were lengthening anyway. Current hardware is fast and powerful enough that corporations may ask "Do we need to upgrade?" and the answer may be "No." because existing gear still does the job.
In addition, the cost of the new machines is only one component of the total costs of upgrading. A corporate upgrade is a complex exercise requiring lots of planning, and extra hours from those doing it. I went through the exercise a while back when my then employer was acquired, and the new owners decided to fund a needed upgrade. Of course, money reared its head: the upgrade was in stages over three years to reduce the outlay at any single point, and some of what was done was accounted for as "one time integration expenses", because shareholders expected integration costs in a merger and aquisition, and didn't view them with the same disfavor as a higher expense in a budget line item.
My associates and I burned a fair bit of midnight oil doing the swaps and helping users deal with the changes. Fortunately. most folks accessed files on shared servers and didn't have a lot of local data to be preserved. Everyone getting shiny new flat screen monitors as part of the process went a long way toward reconciling users to the changes.
Are you guys serious? Are you saying that Obmacare and Microsoft are the two reasons why the PC Display Orders Plummet in July? I think the management team at the eight leading PC brands -- Acer, Asus, Dell, HP, Lenovo, Samsung, Sony, and Toshiba -- all have better common sense than that. O yea, please leave Microsoft alone. The management team at Microsoft are making excellent decisions right now. I love it!