so, there is a disconnect somewhere.
If chip sales are increasing, then it stands to reason that they're being put into desktops or laptops or netbooks or other "PCware". So, if the iPad and other tablets are eating into PC sales, why are PC chips sales also increasing?
Yeah, I can understand that, tablet sales might have been turned into PC sales if those tablets hadn't existed, but it's also possible that, people who buy tablets are also intending to keep and/or purchase regular PCs at the same time. It's not an either or proposition in the computing world; it's a "PC and tablet" type of relationship.
Something is not quite adding up in the reports that state that iPads and tablets are eating into PC sales.
PC semiconductor shipments were up 7.4 percent in the fourth quarter as manufacturers stocked up on Intel’s Sandy Bridge and AMD’s Fusion lines. Intel’s market share overall checked in at 80.8 percent, according to IDC.
IDC projects PC chip sales will grow 17.6 percent to $43 billion in 2011.
A few first quarter stats worth noting:
- Overall, Intel has 80.8 percent market share. AMD has 18.9 percent with Via at 0.2 percent.
- Intel dominates mobile PCs with 86.3 percent share, up slightly from a year ago. AMD had 13.4 percent share with Via at 0.3 percent.
- On desktops, Intel has 72.4 percent share followed by AMD at 27.4 percent.
- For servers, Intel dominates with 93.9 percent share with AMD at 6.1 percent. AMD gained 0.3 percent share in servers.
- IDC projects 2011 PC chip units to rise 10.3 percent.
