So its time to do the update for the 2011 final numbers of computer sales, when all types of computing devices are included. So I mean when we count traditional mainframes and servers, the PCs we know and love from desktops to laptops and netbooks, onto tablet PCs like the iPad, and the smartphones, as well as that lingering PDA market which is still typified by the iPod Touch. (We do not add basic 'dumbphones' nor gaming platforms or DVD players etc as these are not considered to be true computers, even as in many cases of featurephones, we could install some apps and games). So this is the new normal, when all devices that are fairly considered computers - devices that users can reprogram, in other words, that the devices have their own OS and users can install apps.
By this definition - and please readers do remember, all major PC makers have already accepted that smartphones are indeed computers, so don't bother to argue about that oldfashioned view that a smartphone would not be a proper computer, we do reach dizzying heights - the total computer market hit 950 million units sold last year. The computer market as thus defined, grew a massive 47% in just one year from 646 million units in 2010, and this growth was all driven by huge growth in smartphones and tablets, the legacy PC market was stagnant. And also just so you know, the 60 million unit tablet-market is projected by many analysts to pass 100 million in size this year, so yes, tablets are roughly one seventh the size of smartphones - yes, the smartphone market alone is 7 times bigger than the tablet market..
So lets look at this computer industry as thus defined. It splits up this way in the year 2011: 50% of all computers sold were smartphones, 37% traditional PCs (of which now a majority are laptops not desktops), 6% were tablet PCs like the iPad, 5% were PDAs like the iPod Touch, and 1% were servers. And yes, obviously four out of five computers sold today is a portable computer. No wonder Apple calls itself a mobile company (and congrats to Apple BTW for becoming most valuable company of all time and also generating the biggest profits - that was all after Apple decided to shift from the legacy PC market to the mobile market). So how does the 2011 global computer market look? Can you spell Apple? Look at this:
LARGEST COMPUTER MAKERS WHEN SMARTPHONES & TABLETS INCLUDED
Rank (was) . . Brand . . . . . . Units 2011 . . . Market Share 2011
1 (1) . . . . . . . Apple . . . . . . 195.5 M . . . . . 21%
2 (8) . . . . . . . Samsung . . . 104.9 M . . . . . 11%
3 (2) . . . . . . . Nokia . . . . . . 77.3 M . . . . . . 8%
4 (3) . . . . . . . HP . . . . . . . . 64.5 M . . . . . . 7%
5 (4) . . . . . . . RIM . . . . . . . . 54.5 M . . . . . . 6%
6 (7) . . . . . . . Lenovo . . . . . . 49.9 M . . . . . . 5%
7 (6) . . . . . . . Dell . . . . . . . . 46.6 M . . . . . . 5%
8 (9) . . . . . . . HTC . . . . . . . . 44.6 M . . . . . . 5%
9 (5) . . . . . . . Acer . . . . . . . . 41.3 M . . . . . . 4%
10 (-) . . . . . . Sony . . . . . . . . 31.8 M . . . . . . 3%
. . . . . . . . . . Others . . . . . . 240.1 M . . . . . 25%
TOTAL . . . . . . . . . . . . . . . . 950.0 M
Source: TomiAhonen Consulting from company and industry data, August 2012
This data and this table may be freely shared
So there you have it. Apple has grown its lead massively from last year when it took the number 1 position from Nokia. Samsung also has grown from 8th ranking to 2nd. And for the first time the Top 3 are all by manufacturers whose primary product on this chart is.. a smartphone. In fact every 'traditional' PC maker has fallen down in the rankings.
And what of HP? Just tumbling down on the rankings? Once Hewlett-Packard was clearly the biggest computer maker, not anymore. And sadly, HP had the keys to this future too, when it bought Palm but then with the new CEO carousel, they lost track of their future and today, HP falling down yet another notch on this list. And as a new service, lets also do a rough estimate of the market shares by operating system:
LARGEST OPERATING SYSTEMS OF COMPUTERS WHEN SMARTPHONES & TABLETS INCLUDED
Rank . . Brand . . . . . . Units 2011 . . . Market Share 2011
1 . . . . . Windows . . . . 291 M . . . . . . 31%
2 . . . . . Android . . . . . 218 M . . . . . . 23%
3 . . . . . iOS . . . . . . . . 196 M . . . . . . 21%
4 . . . . . Symbian . . . . . 81 M . . . . . . . 9%
5 . . . . . Blackberry . . . 55 M . . . . . . . 6%
. . . . . . Others . . . . . . 110 M . . . . . . 12%
TOTAL . . . . . . . . . . . . 950 M
Source: TomiAhonen Consulting from company and industry data, August 2012
This data and this table may be freely shared
And yes, you can see the catastrophy that faces Microsoft, who once had over 80% of the computer market and also had 12% market share in smartphones with Windows Mobile. Microsoft could have been well poised to survive this transition into the newest computing era if it had nurtured its broad coalition to provide Windows based smartphones (which included Samsung, Sony, Motorola, LG, Dell, Lenovo etc and in 2011, Nokia too). But now on the smartphone side, Windows Phone is down to 3% market share (and falling, with Nokia the partner utterly failing with this OS) so Microsoft is stuck watching the diminishing share of the legacy computer market, where Android and iOS divvy-up the future markets of smartphones and tablets.. No wonder Microsoft threw Nokia under the bus. (And no, Windows Phone 8 will not help in smartphones, Windows 8 will be able to extend Microsoft's life in that diminishing slice which is the traditional PC market, but it will be Android and iOS who rule smartphones and tablets, and next year, Windows Phone 8 will be happy to hit the 3% market share it held in smartphones this past Q2). I have already said, that we will soon see Android outselling all Windows devices, the trend is unstoppable, inevitable.
If you arrived to this blog from the PC industry and didn't know the smartphone side is already bigger, here is the breakdown of just the smartphone sector, for the full year 2011 market shares.
About this blog, please don't bother to write if you are one of those luddites who still thinks like a caveman that the smartphone is for some reason 'not a proper computer'. We had those arguments years ago, go back to the cave you came from, I will delete all comments now in 2012 who waste the time of my readers attempting to argue that a smartphone is not a computer. We passed the point when each of the biggest PC makers, Dell, HP, Lenovo, Acer, Asus, Toshiba and Apple - have all said in public that yes, a smartphone is a computer. Don't bring that tired old argument to this blog, I won't have it anymore.
But, as I have been reporting on this phenomenon, if you want to see last year's chart, it is here. And honestly, as the big computer makers have all already agreed that a smartphone is a computer, then why can't we have some of the big analyst houses like Gartner, IDC etc who report on that data individually, give us also the comprehensive count for this whole industry? Isn't it about time?
You may freely share this info and write about it and use the chart if you want.
One plug, for those who are interested in deeper numbers on the handset industry, not just smartphones but also the 'dumbphones' parts, including market shares, operating systems, average prices, feature sets, installed bases etc etc etc, please look at the TomiAhonen Phone Book, the 2012 edition is almost ready, so the special offer to get two for one, is about to end, hurry to get your set now. See full table of contents and more info at TomiAhonen Phone Book 2012.
I don't dispute smartphones are computers but I'm far from convinced iPhone and WPx devices are truly smartphones - they are far too locked down and there's far too much missing functionality.
As another poster already pointed out even washing machines have computers in them these days but beyond helping doing the washing it's of no use to its owner.
Likewise iOS and WPx, the owner is very limited in what use their 'computer' is to them as they only have access to a little pick-and-mix of apps and content that their mummy and daddy (mummy M$ and daddy Apple) has deemed appropriate for them.
I agree with the point Huber made, I would only view Android/Symbian/MeeGo devices as smartphones/computers as they are the devices I can get to carry out my commands without requiring mummy and daddies approval.
Posted by: URNumber6 | August 29, 2012 at 09:42 PM
Baron95> In consumer laptops, phones, etc with fast evolving hardware, interfaces, attachments, etc it has always and will always fall flat compared to fast movers like Apple (integrated), Android and Windows (designed for easy porting and drivers).
fast evolving interfaces and attachments? what are you on? Linux cannot move as fast as Android? Android is Linux, you can run Ubuntu on Android phones now by sharing the same Linux kernel.
Baron95> There is a reason Maemo, Meego, Maltemi have failed, Bada is failing and Tizen will fail.
yes, there certainly is, it's one of Tomi's main topics in this blog. it's hard for Meego or Meltemi to succeed when they are basically cancelled before they are ever launched. Linux is by no means a beaten OS, if Android keeps going at this pace, Linux will be the dominant OS by any measure in a short period of time.
Baron95> Linux, its processes to support new devices and GPL all suck in fast moving consumer markets.
yes, look at Windows and Apple's superb hardware support on smart-phones...
Baron95> Tomi can write 1,000,000 words on Bada and Meego. It won't happen.
that maybe true, but this is in no way connected to your "arguments". you basically claim that Linux (Android) has no chance at competing against Android, not sure where to begin here...
Posted by: bjarneh | August 29, 2012 at 10:51 PM
Tomi,
A technical question about smartphone technology: Just how dominant is Qualcomm becoming in integrating LTE with previous generation fallback support to provide multimode chipsets, and is there actually some prospect of Qualcomm some year releasing a true worldwide multimode chipset that can support almost all regions frequencies, and perhaps even the Chinese TD-LTE?
I'm just catching up on the news, but every article I read seems to have another twist. For example, seemingly months ago Samsung was allied with DoCoMo and others in an LTE alliance, then that alliance was dissolve, and now apparently some of the previous alliance but not Samsung are in alliance again.
http://www.slashgear.com/fujitsu-nec-and-docomo-take-on-qualcomm-with-new-3g4g-chip-company-01241190/
Is the above going to basically be a Japanese alliance to hold off Qualcomm mostly in Japan, or are they going to challenge Qualcomm worldwide?
And what are the other major regions going to do about Qualcomm? What are the Chinese plans? Does Europe have its own consortium plans?
Posted by: John Phamlore | August 29, 2012 at 11:12 PM
@Bjameh - don't be disingenuous.
I think you know too well that by Linux I meant any of the open Linux projects. Sure, Google took some a snap shot of Linux, forked it and made it into a proper consumer OS/Ecosystem (almost).
Just like Apple (Next) took a snap shot of Unix BSD and made it into two proper consumer OSes (OS X and iOS).
To claim that Android is Linux is the same as to claim that iOS and OS X are Unix BSD.
This (mobile computing) industry is moving too fast for *ANY* open collaborative project to keep up with Google or Apple. As good as Google is, even today, Android has major (Linux/Java induced) flaws, that cause lag, pauses and failed user experiences compared to iOS.
Now if a fast moving company, say Facebook, forks Linux a la Google, sure, they can come up with a competitive derivative OS in 4 or 5 years. Samsung? Intel? Nokia? Not a chance in hell.
So just accept reality, collaborative, open Linux projects will not amount to anything in mobile, just as they never amounted to anything in consumer PCs.
You can wish the world was different and that Nokia engineers plus Linux could compete with Apple and Google. But that does not make it so. Not even with the help of 1,000,000 words from Tomi.
Posted by: Baron95 | August 30, 2012 at 12:03 AM
Nokia, even with Windows OS, can't seem to compete. Samsung already showed their Windows Phone 8 today in Germany - Ativ S.
Oh, and they also showed matching tablets running Windows 8 and Windows 8 RT.
A week before Nokia and Microsoft do they dog and pony show in New York.
Samsung will now expose how Nokia wasn't really that good in HW design either.
Posted by: Baron95 | August 30, 2012 at 12:32 AM
One baseband chipset maker to rule them all?
Apparently using Windows Phone 8 as the OS still requires using Qualcomm SoCs. As the Ativ S appears to first be a European phone, it's been reported to be using a Qualcomm chipset that does not need to support LTE. If Qualcomm's chipsets are now supporting TD-SCDMA, they will support the backward compatibility fallbacks for the United States, Europe, and China at least. With that base established, Qualcomm can use each die shrink to expand the number of LTE frequency bands it supports.
Nokia had the complete IP stack for the previous generation, but it does not appear to have the technology for the future, and after the settlement of the Qualcomm lawsuit, there was little indication that Nokia could have even offered the full backwards compatibility that Qualcomm now can. In this area of technology, whoever owns the past can own the future.
Posted by: John Phamlore | August 30, 2012 at 01:51 AM
@huber, Baron95 is an obvious Microsoft astroturfer. No matter the case, you are judged by the company you keep. ...and one party feeding the Microsoft shill is a known tactic for astroturfers. The people reading this list can clearly see what's going on.
Posted by: Duke | August 30, 2012 at 04:54 AM
@Duke: I am no 'Microsoft astroturfer', and I don't become one when I point out that TVs are not 'real' computers despite the fact that they use basically the same technology.
I thought this is a place to discuss different points of view, not a place where you are instantly labeled depending on who you answer to.
Posted by: Huber | August 30, 2012 at 08:24 AM
@Baron95
Baron95> There is a reason Maemo, Meego, Maltemi have failed, Bada is failing and Tizen will fail.
Well, Im pretty sure that Tizen and Meego combined will be in 2013 within 3% of Windows Phone. (worldwide marketshare). Lets see and wait :)
Posted by: harry113 | August 30, 2012 at 12:50 PM
Question regarding skew due to Infrastructure-as-a-service:
Lots of companies and individuals used to buy their own servers, but now pay for them as a service (e.g. AWS). There used to be a very low computer power utilisation as a consequence of them buying their own computers. Is part of the reason why server/desktop computers are not showing as strong due to the change in customers now paying for computing as a service rather than building own their own servers? If a server now runs 1000 virtual servers, and then sale of servers would show a big drop. Mobile phones are not divisible into virtual instances due to their personal device nature.
Posted by: Fa`z | August 30, 2012 at 01:24 PM
@Baron95
It seams that we need DumbTV and SmartTV and DumbDVD and SmartDVD, DumbConsole, SmartConsole.
That is realization that *EVERY* device run by computers can be equipped with hardware that made SmartPhones possible.
So we will see more and more device categories on the "COMPUTER" side of split, but for time being there also will be "Dumb" versions too.
@Walt French
Apart from, multitasking, networking, file systems, memory managements, power savings, etc.
Even Linus Torvalds points out that focus on mainframes got head start for Linux in mobile race!
UI may be different, but underlying *infrastructure* is the same!
@Baron96
Both AMD and Intel OFFICIAL opinions are that writing opensource Linux GPU drivers can be done on the same speed as proprietary one! That is Intel have gpu drivers that are released simultaneously with proprietary, and have defined timeline for reaching feature parity (on mobile side it will be much faster due to better starting point).
AMD engineers claims that they are working on 8xxx hardware enablement from the beginning of 8xxx life cycle. While feature parity will take more time, it is doable, and AMD open source team works faster than AMD develops new GPUs.
All above prove that if anyone want to write Open Source GPU driver (GPL for kernel driver, MIT for userland MESA), it is doable.
Also it means that Intel will be first to release mobile GPU with official OpenSource driver!
PS Bada already have same market share as WinP7. LOL. It already happened. And note that Bada OS have low ambitions, and only for low end smartphones, which preclude Word Domination.
Posted by: Przemysław Lib | August 30, 2012 at 07:16 PM
Are you guys serious responding to Baron95. He a Microsoft astroturfer. Don't waste you time with his nonsense. There are lots of links like:
http://www.cbsnews.com/8301-505124_162-43340158/astroturfing-antitrust-how-microsoft-is-crafting-the-grassroots-case-against-google/
http://techrights.org/wiki/index.php/AstroTurfing
Posted by: John Waclawsky | August 30, 2012 at 09:28 PM
@Przemysław Lib "Bada already have same market share as WinP7"
You did notice that WP market share doubled quarter on quarter and Bada market share declined by more than 1/2 (both Tomi's numbers), right?
Your comment is like saying that in 2009 RIM had more market share than Android.
Hint 1: look at direction and velocity - not static numbers.
Hint 2: Look at the where the market share is. Market share in Africa/etc is not the same as market share in the US/WesternEurope/etc.
P.S. Who cares about WP7 - that was a kludgy stop gap to bridge Windows Mobile to the main course which is, of course, Windows 8. WP7 is totally irrelevant. Microsoft and Nokia will degree of success will be dependent on how Windows 8 (Pro, RT, Mobile) does. This will be the first OS in the history of mankind launched simultaneously to run on consumer PCs, tablets, phones. Now it may fail completely on Tablets and/or Phones, but it will have a huge throw weight behind it. It will be at least interesting, and certainly has a better shot than BB10, Meego, etc.
Posted by: Baron95 | August 31, 2012 at 05:10 AM
A (partial) timeline of Nokia sleeping while others acquired the IP for next generation smartphones. Observe many of the events below occur before Elop was hired by Nokia.
June 10, 2005: Nokia and Intel announce alliance on mobile WiMAX
August 11, 2005: Qualcomm buys Flarion
http://gigaom.com/2005/08/11/qualcomm-to-acquire-flarion-for-600-million/
November 14, 2007: Qualcomm announces delivery of QSD8250(TM) and QSD8650(TM) chipset products in Snapdragon platform
http://www.qualcomm.com/media/releases/2007/11/14/qualcomm-premieres-snapdragon-first-chipset-solutions-break-gigahertz-barr
April 23, 2008: Apple buys PA Semi
July 24, 2008: Nokia and Qualcomm settle their lawsuits
October 17, 2008: Nokia reveals it will make a $2.3 billion USD payment to Qualcomm as part of the earlier settlement
January 8, 2009: Nokia abandons N810 WiMAX tablet
January 20, 2009: Qualcomm buys AMD mobile graphics
http://www.qualcomm.com/media/releases/2009/01/20/qualcomm-acquires-handheld-graphics-and-multimedia-assets-amd
February 17, 2009: Nokia outsources 3G baseband to Broadcom
http://www.broadcom.com/press/release.php?id=s365393
April 27, 2009: Qualcomm and Broadcom settle their lawsuits, Qualcomm agreeing to pay $891 million over 4 years.
August 30, 2010: Intel buys Infineon's wireless unit
September 10, 2010: Nokia hires Elop
May 9, 2011: Nvidia buys Icera
August 15, 2011: Google buys Motorola Mobility
October 2011: Apple iPhone 4S revealed to have replaced Infineon chips with Qualcomm's
http://online.wsj.com/article/SB100014240529702046187045766413922809822
July 18, 2012: Intel buys assorted InterDigital wireless patents
Posted by: John Phamlore | August 31, 2012 at 05:44 AM
It's not that smartphones aren't computers, it's that there's next to no crossover between a PC and a smartphone. Laptops are direct competitors to PC's, and are rightly combined in comparison. Tablets, close enough. Tablets are replacing PC's in many use cases, and the sales of tablets are directly influencing the sales of PC's.
Not so with Smartphones. Not because they aren't computers, of course. But they are just such a different tool for different use cases. No PC company has worried about the rise of the iPhone or of Nokia and RIM before it. They are very much concerned about the rise of the iPad and to a lesser extent, Android tablets.
It's basically meaningless to add phones in with PC's...all it tells you is that more phones are sold than PC's. This is not new, and it brings nothing interesting to the analysis.
What SHOULD be interesting, is how the greater ecosystem of smartphone, tablet, and iPod touch like devices are affecting the sales of smartphones (as it relates to the purpose of your blog). You've steadfastly maintained that the iPad and iPod Touch have no bearing on your analysis. They should have.
Android tablets, the iPad, the Windows 8 slates...yes...you should be paying attention to them as they are influencing the sales of smartphones. They are why Symbian became irrelevant as a competitor...and why Windows 8 is indeed the real contender for 3rd ecosystem.
Posted by: leebase | August 31, 2012 at 06:52 PM
Leebase - I agree with most of what you said, with one twist.
The sales of Smartphones *do* affect the sales on computers in one respect - Ecosystem/Brand tie in.
There is no question that consumers entering say and Apple Store to buy an iPhone are influenced and become much more likely to by an iPad and/or a MacBook Air.
That is why Apple has outperformed the PC market. As OS X becomes more like iOS, this may even accelerate.
Posted by: Baron95 | August 31, 2012 at 08:08 PM
Baron95
You are referring once again to the "slow moving server side" where the open source platform such as Linux has a chance to compete vs. the fast moving mobile + desktop world where it does not stand a chance.
This is a myth, nothing more; as a programmer I find it hard to comprehend that you think we are willing to waste our time writing drivers etc. for hardware we will never own. Why do you think Linus Torvalds only supported 1 type of hard-disk in his first release?
Hardware for modern servers etc. is insanely expensive, do you really believe that programmers go out and buy modern servers $50.000 just to see if they can get them working with their favourite operating system?
The reason Linux has succeeded on the server side is that firms understood that it's actually cheaper to help build/maintain/run this operating system, than other proprietary alternatives. There are companies helping out on the server side just as much as Google is helping Linux in the mobile space, server side Linux is by no means a non-profit.
You cannot call failed version of Linux for Linux, and successful ones something else.
Posted by: bjarneh | September 01, 2012 at 01:17 AM
@bjameh You are confusing competitive first world consumer electronics market with hobby. Let me assure it is not. Sure Maemo and Meego were hobbies for Nokia and Meego was a hobby for Intel and is now one for unemployed ex-Nokians and a Chinese retailer.
In the real world it takes star designers and SW engineers, billions of $$$ of investment, astute ecosystem building to even get a seat at the table.
Right now, only Apple and Samsung (Google) are eating. RIM (BB7/10), Nokia (Symbian, WP7, S40), etc are getting some crumbs from the floor.
Microsoft is trying to buy a seat in the mobile computer space with the money it is making from the PC buffet. We shall see if they too can eat - even if it is just the left overs.
Welcome to the real world of mobile computer consumer electronics - were Linus was, is and will forever be starving with the dogs.
Posted by: Baron95 | September 01, 2012 at 03:44 AM
i am completely satisfy with your points and really apple is now in good demand as compared to apple so its nice content!
Posted by: Rahul | September 01, 2012 at 02:16 PM
@Baron95
Linux kernel has shown remarkable success in the consumer electronics market because of its scalability. You are comparing Linux to the other players as if it was a competitor. It's not. Linux is a tool and a platform.
Google made the obvious choice and decided to go for the flexibility and adapt many of characteristics of the open source to spread their fork of the Linux kernel. It's because of that Android is so successful. Besides I read that Samsung is now a platinum member of the Linux foundation. http://www.linuxfoundation.org/news-media/announcements/2012/06/samsung-electronics-joins-linux-foundation-platinum-level
That's only natural, because Samsung uses Linux and its derivatives in great part of their modern products. By being a platinum member they gain access to the Board of Directors - so it's safe to say that for Samsung Linux is in the core of their business model.
Completely other point is to compare the success of different Linux based systems and projects.
Posted by: Janne Särkelä | September 01, 2012 at 03:35 PM
As I explained above, to claim that Linux is successful in the personal/mobile computer space is the same as claiming that Free BSD is successful in personal/mobile computer space. Which is ridiculous.
What is successful is that two Silicon Valley companies (Apple and Google) took bits of some free systems (Free BSD and Linux), fixed it, purposed it, added their magic UI/UX, API/SDK, developer ecosystem, cloud services and created the top consumer mobiles OS/Ecosystem and the second consumer PC ecosystem.
Another company, Microsoft, goes along with their own OS/API/SDK/Ecosystem, and will launch next month what will be the top consumer PC OS/Ecosystem (windows 8) and likely the #3 mobile computing OS (Windows 8 RT, Windows 8 Phone).
You can wish it was different, and that you could fly unicorns to the rainbow, and that open collaborative development amounts to anything in the consumer space, but it just does not.
Posted by: Baron95 | September 01, 2012 at 05:27 PM
Baron95> You are confusing competitive first world consumer electronics market with hobby.
Nokia certainly seems like a pretty expensive hobby with 120.000 employees..
Linux has not succeeded in the server market because "the server side moves slow enough" for the sluggish free software makers to keep up. There are huge financial interests which keep up with proprietary software makers. IBM, Oracle/Sun, RedHat are not involved in some elaborate "hobby".
What IBM, Oracle, Google etc. did for GNU/Linux on the server side, Google/Samsung/Nokia has been doing for the mobile consumer market, there is no technical argument for why this has to fail. You claim that it moves to quickly with some vague terms like interfaces and attachments, but these are hardly arguments to support your view.
Baron95> .. that open collaborative development amounts to anything in the consumer space, but it just does not.
By what metric? It almost sounds like to talk about money here, and by such measurements very few non-profits are successful. The most successful multi-media player is VLC, not in terms of profits since they give it away for free naturally, but in terms of users.
You cannot compare BSD and GPL like you are doing with Apple and Google, the licenses are both free, but copyleft is a very powerful trait of the GPL, that the BSD license lacks. What a company does for Linux will typically benefit Linux, unlike BSD projects which have no say..
Posted by: bjarneh | September 02, 2012 at 04:53 AM
@Baron95 - the connection between smartphone sales and pc preference are too insignificant at this point. Apple may benefit from a halo effect and an increased awareness effect, but there is little actual reason an iPhone buyer would prefer a Mac over a PC. Google Android phones sure aren't promoting the sale of Google Chrome computers.
Already more iPads have been sold than all the Macs...ever.
The switch to Intel processors, and thus the advent of excellent windows software support on the Mac has much more to do with Macs selling so well than iPhones or iPads. Without Widows support, Macs would be stuck servicing the photo/video crowd.
Adding smartphones in as computers is like adding bicycles in with car sales because they both are used for transportation and have wheels. Or ATV's and Mortocycles if one must draw the line at having a motor. It just doesn't add anything to the analysis.
If the sale of one device does not come at the expense of another....often enough...then they shouldn't be lumped together for analysis. Thus tablets should be lumped in with PC's, but smartphones should not.
Posted by: leebase | September 02, 2012 at 05:06 AM
Take a look at the top mobile OSes listed in Tomi's article that have a future. There's something amazing about them hardware-wise that for some reason is never mentioned. Why is that?
1. Android
http://lwn.net/Articles/446297/
From the comments section, apparently from someone involved in the development of Android:
"Qualcomm was very supportive of us and provided documentation, technical support, etc, while we did the coreLinux port for MSM7X0X and MSM8X50. Since then they've become much more involved and are [now] working directly with the community, submitting patches on lkml, etc."
Qualcomm would have had major incentives to work with Android since earlier Apple's iPhones used Infineon chipsets.
2. Apple's iPhone 4S replaced much of Infineon with Qualcomm chips
http://www.businessweek.com/news/2011-10-14/qualcomm-displaces-intel-in-iphone-baseband-chips-ihs-says.html
3. RIM's make-or-break "first BlackBerry 10 smartphones will come equipped with Qualcomm's S4 Pro MSM8960T processor" according to
http://www.blackberryos.com/content/exclusive-first-blackberry-10-phones-have-snapdragon-s4-pro-processors-4016/.
This would complete a move for RIM from Marvell to Qualcomm:
http://www.forbes.com/sites/ericsavitz/2011/04/11/marvell-losing-rimm-processor-business-to-qualcomm/
4. Microsoft Windows Phone 8 will appear to, at least initially, continue the exclusivity that Windows Phone had had with Qualcomm SoCs:
http://www.anandtech.com/show/6030/microsoft-announces-first-windows-phone-8-hardware-partners-qualcomm-socs-inside
In a span of less than four years, Qualcomm has persuaded two of the top four phone OS makers to switch from another hardware to theirs, while keeping Microsoft's phone OS as an exclusive.
Now you understand the real reason Nokia was dead in the water after the 2008 settlement with Qualcomm and had no choice but to adopt a Qualcomm SoC.
Posted by: John Phamlore | September 02, 2012 at 06:14 AM
@John Phamlore, you're greater Qualcomm astroturfer than Baron95 ever was for Microsoft (or at least was accused of). You are also more boring and annoying than those Chinese spammers. I wonder why Tomi keeps your comments around, it is apparent that you are talking to yourself about the amazing LTE tech and the incredible Qualcomm. Your contribution to the actual discussion: zero.
Posted by: incognito | September 02, 2012 at 08:37 PM