PC Market
topic on 1 show · 4 statements across 3 episodes
4 statements about PC Market, every show
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…”
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.”
Evans argues mobile creates 5x to 10x greater market opportunity than PCs
“When you combine all of those together, it's not that there's two or three times more devices. It's that you've got five or 10 X more opportunity.”