PC Gaming Hardware Market set to Recover from Supply Problems
High-End PC Gaming Hardware Segment 5-Year Forecast 20.38% CAGR from 2020
Remember the memory crunch of 1988?
Back when the PC was just a toddler, memory prices dropped after spiking.
The Genesis of Hyper-Converged Infrastructure
In the beginning, there were punch cards and god said, that’s not good
PC shipments up in Q2 breaking traditional seasonal decline
The seasonal pattern of PC shipments used to be flat to down in Q1, way down in Q2 as OEMs and the channel stopped buying stuff and cleaned out old inventory, then up in Q3 as they stocked up for the back-to-school and holiday season, and then up to flat in Q4—used to be. But then we had a grand … Read more
A mini platform from Intel: the NUC
Mini unit now extended to professional applications
A mini platform from Intel: the NUC
From a strategic standpoint, Intel is intentionally not in the business of making money from selling systems. And for good reason, as doing so — at least on any kind of consistent basis —would alienate its OEM customers, whose existence does depend on making money from selling systems. However, to help seed demand, especially for novel products, Intel will create … Read more
Up, it’s up, OMG the PC market is UP!
PC market shows signs of growth or does it
The end of seasonality
The world as we know it is over. Dead, done, gone. We no longer have anything to count on, or a method with which to count. This is what the world used to look like. The direction has been a little depressing but the patterns have been set, we know what’s in store, year after year. Except for this … Read more
Intel Q3 2018 results
Intel reported its calendar Q3 2018, revenues were up 19% year-over-year driven, says the company, by strength across the business and customer demand for performance-leading Intel platforms. ”Stronger than expected customer demand across our PC and data-centric businesses continued in the third quarter. This drove record revenue and another raise to our full-year outlook,” said Bob Swan, Intel CFO and … Read more
New PC, and maybe TV forecast
Making forecasts is always complicated and never a sure thing; and, to get a forecast close to reality, it’s necessary to constantly tweak factors and adjust assumptions. US President Trump has precipitated quite a bit of tweaking and adjusting. As a result, we expect to see the Trump trade-war with China drive up costs and therefore the price-elasticity curve of … Read more
New PC, and maybe TV forecast
Just as the PC industry was showing signs of improving
What goes up when all else goes down?
Q1’18 GPU and PC shipments broke a lot of records. Q1 is traditionally a down quarter for PCs (see Figure 1). Q1’18 was down 14.1%, not a record, it went down 16.2% in Q1’16, but a big drop nonetheless. Figure 1: PC shipments and quarter-to-quarter change As the chart indicates, the PC market has been exhibiting a steady seasonal … Read more