While Apple's CEO Scoffs at the Future of the x86 PC, Lenovo and Others Vehemently Disagree
A new CNBC video report today had Lenovo's Europe, Middle East, and Africa (EMEA) President, Eric Cador saying that "First of all, (the PC market) is not dead. I mean 260 million units shipped per year, you cannot say it's dead." The statement was in response to Apple's CEO saying on Tuesday that the "PC is dead."
Technically speaking, Cook didn't use the phraseology the 'PC is dead." However, what he said equates to just that. In one of our Tuesday reports we noted that Cook told the Telegraph, "I think if you're looking at a PC, why would you buy a PC anymore? No really, why would you buy one?" Cook added, "Yes, the iPad Pro is a replacement for a notebook or a desktop for many, many people. They will start using it and conclude they no longer need to use anything else, other than their phones."
Phil Schiller's friend John Gruber was Apple's front man this week to further drive home the point that the PC was … almost dead. Gruber specifically stated that "the iPad Pro is a better computer than a MacBook or MacBook Air, and a worthy rival to the far more expensive MacBook Pros. The entire x86 computer architecture is living on borrowed time. It's a dead platform walking. The future belongs to ARM, and Apple's A-series SoC's are leading the way."
On the flipside, Walt Mossberg doesn't agree that the iPad Pro will kill the PC, at least for now.
In the end, Apple is trying to revive their crumbling iPad market that hasn't seen growth all year. Of course Cook is going to pound the table and try to revive this segment of the market because Apple can't rely on just iPhone's forever to prop up every quarter. And as it was noted in another CNBC report today with Jim Cramer, Wall Street is already starting to see Apple as pretty much a one trick pony.
More specifically Cramer said that "some analyst notes that iPhone sales may have peaked have kept a lid on Apple's stock in recent days. But that's the chatter, hedge funds have decided once again, that this is a bad space and it doesn't seem to matter all the innovation that, I think, Apple is bringing to the party."
So is the PC really dead? – Of course not. But the argument isn't going to go away. If Cook is already pounding the table about the iPad Pro being a desktop replacement, Apple's sales and marketing strategy is only likely to push this agenda going forward.
Mac Sales are tiny in comparison to the iPhone. So imagine being able to convince Apple fans that they need to give up their x86 Macs and join Cook's revolutionary shift to all-things-iOS. It's a monstrous hope that Apple could fix their iPad problem by simply killing off Macs.
Of course it's really up to Intel to step up their game and with 3D XPoint memory technology debuting next year, perhaps there's a leap frog in performance just around the corner for the x86 platform that will reinvigorate PC sales with 8K gaming.
In the end it's going to get very interesting over the next 3-5 years as Microsoft expands into the desktop space and advance their Surface Book and other products to challenge Apple ever more on the hardware front.
And this week Apple's Tim Cook sniped at the Surface Book and is beginning to point to a day when the 'x 86 architecture' just won't matter anymore in their new Cupertino Spaceship. For many Apple fans, it's a journey that they just might warm up to over time and Apple may push that agenda on a fast track going into 2016. There's no doubt that Apple has just sounded the warning bell for the future of x86 Macs – but for now we just can't see their end game.
Do you have any thoughts on Apple's new drive for all-things-iOS? Send in your comments below.
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