PC market
4 statements across 3 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
Everything said about PC market, oldest first
Jan 2, 2019 bearish
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Evans: Mobile scale dwarfs PCs with 4 billion units replaced biennially
“We're going from a world where there are three hundred and fifty million PCs on Earth replaced every five years, more or less, to four billion phones on Earth replaced every two years, and those four billion phones are converting very fast to smartphones.”
Jan 2, 2019 bearish
Evans: 90% of enterprise PC users do not need desktop PCs
“There's a sort of a core part of the PC market that actually needs to be on a PC, because you're running Excel, or you're running Photoshop, or AutoCAD. And the other 90% of it actually doesn't need to be on a PC. It can be on a Chromebook, or it can be on som…”