PC units grew 10.5% in the third quarter in what is being called “tepid sales”. Yet units are up to a million PCs a day. Intel’s revenues topped $11 billion for the quarter, an all-time high.
Most industry observers are just not absorbing the fact that about two-thirds of PC sales are now through the so-called channel of white box manufacturers, and often sold in remote outposts in emerging countries. That means watching the top-tier PC companies starting with HP, Dell, Apple, and Acer doesn’t show the extent of the trends towards a home PC in emerging countries and multiple PCs per person in mature economies.