PC is doomed to end, but PC companies are not

According to foreign media reports, Michael V. Copeland, a senior editor and technology analyst at Wired, published an article earlier that although the market data indicates that the PC has gradually come to an end, The rapid development of the mobile direction, HP, Dell and other traditional PC companies also take this as an opportunity to focus on the development of cloud computing-related software and services. So, while the PC is going to die, calculations are ubiquitous.

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According to IDC data, global PC sales dropped 14% in the first quarter of this year, the biggest drop since the market research firm began tracking PC sales in 1994. However, this decline is not accidental. IDC predicts that global PC sales will decline 8% in 2013 on the basis of a 4% decline in 2012.

This shows that the PC is doomed to the end, but the traditional PC company may not be the case.

The status of notebooks is particularly threatened by tablets. Since Apple (which you may also consider Microsoft) launches tablets, this computing device will outnumber the notebooks this year. IDC expects tablet shipments to reach 229 million units in 2013, while "portable PC" shipments of 201 million units this year. According to IDC's forecast, by 2015, tablet shipments will exceed the entire PC market (including portable and desktop PC), the number of more than 330 million units. Ryan Reith, business project manager for IDC's mobile tracking business, said: "In a time of economic downturn, computing has changed in the global arena and mobile has become a major beneficiary."

You have HP, Dell, or Intel's devices in your hands, all of which were past PC giants. You may be worried about this. In fact, you do not need to worry.

PC downhill and the rise of the mainframe after the decline of the computer, or PC after the rise of the computer did not make any difference between the decline. Indeed, some companies have failed to survive the computing transition, but HP's share price is still up 2%, Intel shares up 1% and Dell's share prices are flat.

The reason Wall Street is not worried about the end of the PC era is that those companies that rule the PC era have taken a sensible first move. HP and Dell's PC business is no longer the focus of Wall Street, they began to focus on cloud computing-related software and services. Intel (and AMD) is also moving fast in the mobile space as much as possible. The same is true of Microsoft. Of course, all of the companies mentioned above are somewhat affected by their intimate ties with the PC, and they have a long way to go before they can regain their place. However, they have moved in the direction of computing. Only a handful of companies that rely entirely on PCs, such as Acer, Asus, and Lenovo, have also started to put PCs into homes or enlist software engineers to move into other parts of the food chain.

"We should think of the tablet as a continuation of the computer," said Patrick Moorehead, an analyst at consulting firm Moor Insights & Strategy. "Computing devices will be worn on your wrist and into your cell phone to become Your tablet hangs on your wall, into your car, and sometimes into your body, and computing has expanded over the past 50 years and is no longer limited to a single center. "

As processor performance has increased, smartphones and tablets have become more computationally capable, and even as the battery life goes down, tablets connected to cloud services have made the boundaries between high-performance PCs and touchscreen devices Very vague. If the next generation of tablets can be docked, connected to a keyboard and used like a laptop, or connected to a big screen like a desktop, and performing all PC tasks, the value of these devices is getting farther away from the hardware than with software and The relationship between services is more and more closely.

"It seems to me that this trend of shifting to tablets does not lie in which companies control appearance parameters and, most importantly, whether you have access to these two computing terminals: a lighter client (such as Android or iOS) , And cloud services that support it, and if not, then you're bound to be in a really bad position. "

Morethead believes traditional PC companies such as Hewlett-Packard and Dell have not missed the chance, and the real losers are Wi-Fi and Bluetooth chipmakers such as Marvell and Broadcom, which will get bogged down by the lack of a broader range of mobile products. He also pointed out that IBM and Oracle are also in an awkward position. "IBM has lagged far behind in the move to cloud computing," said Moorehead. "Oracle did not work on cloud computing until last year."

So which company is in the best position to transition to the next generation of computing? Morehead claims to be Google. "Google may be the big winner in the space," said Moorehead, "who own 75% of the smartphone platform and have the richest experience in consumer cloud computing, deploying enterprise-centric architecture with Google Cloud Services, It must bring some big changes. "