I think it's implied that GP was referring to hardware manufacturers outsourcing their OS. While Microsoft does produce Surface devices, they're a bit player in

I think it's implied that GP was referring to hardware manufacturers outsourcing their OS. While Microsoft does produce Surface devices, they're a bit player in the PC hardware market (4%). The major players are Dell, HP, and Lenovo, and to a lesser extent, Acer and Asus. Microsoft doesn't even show up on most statistics pages; they're lumped into "others".