The growing consumer shift from desktop PCs to mobile devices became painfully apparent to Microsoft (NASDAQ:MSFT) investors last week when the company announced earnings that fell short of analysts’ expectations. “[O]ur fourth quarter results were impacted by the decline in the PC market,” noted Microsoft CFO Amy Hood.
Sales of tablets, smartphones, and ultramobiles have grown over the past several years as PC sales have simultaneously plummeted. Global PC shipments declined by almost 11 percent in the second quarter of 2013 according to statistics released by market research firm Gartner. Meanwhile, Microsoft’s struggling Surface RT tablet incurred the company a $900 million writedown.
Respected Apple (NASDAQ:AAPL) analyst Horace Dediu at Asymco has created a chart that outlines the stark differences between sales of iOS and Android mobile devices compared to PCs. He notes that, “Even excluding Android devices which don’t register with Google’s (NASDAQ:GOOG) Play Store (and excluding Windows Phone devices), mobile ARM devices are selling at 2.6 times the rate of Intel (NASDAQ:INTC)-powered devices. Put another way, since the birth of Android nearly as many iOS and Android devices have been sold as PCs.”