Financial analysts are closely watching the semiconductor market following Intel's recent and somewhat unexpected revenue warning.
Citigroup downgraded Intel, AMD and Nvidia and told clients that it now believes the PC market will contract in 2012.
The new assessment is a major turn for the PC market forecast and reflects a storm that is brewing above the industry. Analyst Glen Yeung said that less than 5 percent of the PC production in H2 2012 integrates touch screens and therefore "negates" the advantage of the new Windows 8 UI. Touchscreens remain expensive and Microsoft is also putting a high price tag on Windows RT, which requires notebook makers to bundle Office with the OS.
While he says that tablets will be impacting PC sales, there seems to be an indirect blame on Microsoft that it did not prepare hardware makers and its customers enough for the arrival of Windows 8. Windows 8 may sell just like any other Windows OS before and achieve record sales, but the new UI is Windows 8's Achilles' heel: If the hardware to support the UI is not available, and if the available hardware does not make sense in a user scenario, Windows 8 could fail.
Yeung reduced his stock forecast for Intel from $32 to $25.75, AMD from $6.50 to $4.25 and Nvidia from $16.50 to $15.25.
2012 is almost over! does it really take a huge corporation to analyse what already is 3/4 done?
In ALIENS!!!
Yes, because most of the sales for the year are done during back to school (which we are still in the middle of), and Christmas sales. The calendar year may be nearly over, but we are only ~1/2-1/3 through the total sales for the year.
It's all hype, one way or the other.
AMD and Nvidia have volatile stocks anyway. Intel's far more stable, i don't expect this to happen.
But then again, i'm not an "analyst" so no one will believe me
As long as the tech industry keeps growing (across all forms) then analysts just need to stop with all the doom and gloom predictions.
just like specialist
Lol don't you remember the "Apple is the largest PC seller if iPads are PCs" articles that keep popping up on tom's?
That was IHS, though.
It Does NOT include "mobile" platforms, like Tablets, Smartphones, Media players (iPods) or Standalone Reading devices (Kindles).
I think you'll find samsung to be the lagest seller in tablets are PCs also
Yeah. In fact i think anything with an SoC should NOT qualify as a PC (obviously i'm excluding servers, supercomputers and network hardware because we agree that they're not PCs), even if it's SoC is x86 based.
Tablet PCs should be called just that, tablet PCs.
Anything compatible with the IBM PC spec/design layout (monitor+chassis and components that are x86 compatible+keyboard/mouse) should be called a PC (Macs are now PCs).
Everything else is simply another sub-category of "computer" (so is the PC of course).
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