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> McCarron shines a glimmer of light in the wake of this gloom, reminding us that overall processor revenue was still higher in 2022 than any year before the 20
by kibwen 4y ago
> McCarron shines a glimmer of light in the wake of this gloom, reminding us that overall processor revenue was still higher in 2022 than any year before the 2020s began.
Suggests a correction precipitated by panic-buying during the supply chain chaos of the pandemic era. Too soon for doom and gloom for the PC market just yet. Mobile devices have been dominating PCs since long before 2020, and if revenues were still growing in the past decade then there's nothing to suggest that this moment is suddenly the inflection point where the whole thing will come tumbling down, even if you do believe that something like that is inevitable.
- Finnucane 4y agoYeah, everybody upgraded their WFH office setups in the prior two years, now no one needs a new pc. We’re going to be good for a while.
- giuliomagnifico 4y ago> excluding ARM These figures exclude ARM CPUs, another possibility is that lots of people are switching/buying ARM devices.
- coffeebeqn 4y agoIsn’t Apple high end computers the only ones? Maybe some Chromebooks
- giuliomagnifico 4y agoYes there aren’t many but they’re growing very fast: https://www.techspot.com/news/97571-arm-cpus-forecast-capture-quarter-laptop-market-2027.html https://www.techspot.com/news/97571-arm-cpus-forecast-captur...
- nordsieck 4y ago> Yeah, everybody upgraded their WFH office setups in the prior two years, now no one needs a new pc. We’re going to be good for a while. Also, it feels like phones have entered that "Core 2 Duo" PC stage where upgrades don't really matter as much any more. I know software support can still be an issue, but at least on the iPhone side, I don't feel like I need to upgrade before my phone loses OS support.
- bushbaba 4y agoHence apples shift into the services segment. Pushing Apple Music, Apple TV, iCloud, etc.
- dfghjjbhvg 4y agoand payments. visa and mastercards will not last another decade if hardware sales don't pick up soon.
- ThrowawayTestr 4y agoI upgraded from an S10 to an S22 and I can barely tell the difference.
- coffeebeqn 4y agoExactly it’s the same with laptops. If you know anything about decent specs and don’t buy something with a ridiculous bottleneck and do a fresh install you can find a 5+ year old laptop that is amazing for anything other than extreme workloads. I mean like rendering scenes - not VSCode and Slack or something
- ghaff 4y agoI use an Apple Silicon MacBook Pro for multimedia and some other things. But most of what I do on a 7+ year old MacBook and iMac does just fine. I suspect you also have something of a generational thing with many younger students not even using PCs.
- ricardobayes 4y agoGames also don't really require that good PC's these days, you can pretty much still play everything on a decent 3-4 year machine
- kurthr 4y agoI agree with the sentiment, but mobile devices have also seen a plunge in sales. Many in the industry expected 2B units/year, but it maxed out around 1.6B. The last few years have seen volatility, between 1.2-1.4B. Last year was the worst since 2016, and the next worst was 2020. Only Apple has been relatively flat, and probably only they and Samsung are very profitable. Most of the profitability in "PC" (GPU/CPU) has really been datacenter for 5 years. Again, Intel executed badly, but the decision to focus on datacenter was right.
- throwaway5959 4y agoNow all the cloud vendors are making their own chips. This had to have been obvious given how a small company in the UK could build the Raspberry Pi.
- gruez 4y ago>This had to have been obvious given how a small company in the UK could build the Raspberry Pi. According to wikipedia they use chips from Broadcom. I'm not sure how a small company being able to make SBCs using chips from a massive multinational is indicative of how easy it is for cloud vendors to "make their own chips".
- zinekeller 4y agoPreviously, you're correct, but no longer: https://www.raspberrypi.com/documentation/microcontrollers/rp2040.html https://www.raspberrypi.com/documentation/microcontrollers/r...
- bsder 4y agoUm, no, the Pico doesn't run Linux. If you want a Linux RPi, the chips are still Broadcom.
- throwaway5959 4y agoThe moment RPis were released it was obvious to me that eventually cloud providers/data centers would be using ARM chips due to Intel’s margins. At the scale of millions of chips it makes sense to save money on each chip.
- newsclues 4y agoSo you had a few factors. COVID/WFH Panic Purchasing for work and school at home. COVID Cash also put money into peoples hands to buy stuff, like computers. Crypto mining and GPU shortage was also a factor. As people were buying systems and parts for speculation. People were buying prebuilt computers to mine or simply get the GPU. Scalpers made everything worse, messing with parts in the supply chain. So there is the supply and demand factors, and the extra money for consumers and the speculation for crypto, and it was a perfect storm.
- q1w2 4y agoThis is why year-over-year numbers are not good to look at.