Tablets: Tipping Point for Microsoft

Horace Dediu:

The picture that emerges is that while Windows continues to be dominant with 84% of units sold in the last quarter, the growth belongs to tablets which captured about 90% of it. If Windows remains marginal on tablets, the “PC market” will likely tip away from Microsoft in two years (depending on how quickly Apple can build iPads.)

Microsoft thinks a tablet is a sort of PC. Apple thinks otherwise. The result for the second quarter: 90% of growth in the PC market was due to tablets, which is dominated by the iPad.

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