Chromebook and Chromebox removing MS laptop/desktop marketshareSo, we see that MS is worried about Chromebooks and Chromeboxes since they are strongly accepted by education, are generally accepted by the consumer and now are starting their roll into the business sector with Dell/VMware/Citrix as their empowering sell through partners.
What does this mean for MS? MS was already suffering from flat 0% growth in laptops and a 6% year on year decline in desktops,
so how much more will Chromebooks/boxes hurt them?
The figures so far this year indicate potentially over a 30% decline in new unit notebook sales and up to a 10% potential decline in non-obsolete installed base, speaking in very general terms (including consumer and business together).
But, you say, but ..... consumer doesn't matter to MS this year since they don't derive any income stream from consumer as they are mostly giving their OS away of late trying to stop the tablet and Chrome bleeding.
Hey, exactly what does that last statement really say about MS's future if they don't change the bulk/slowness of their base OS? And how the heck can they stick with a pay-me business plan in a world where all other OS products (including Apple's) are given away for free ????
Let's just agree that education is a done deal at this point and all the kiddies are getting educated using Chromebooks and they will all grow up understanding and accepting Chome devices as "real devices" (right up through college anyway).
Yes, so let's focus on Business since that is what hurts MS the most as far as their revenue goes.
This is Gartner's generic predicted growth in Chromebooks, split by business and consumer. It is conservative as it is based off the 2013 numbers which have already been exceeded by 2014's first half reality, so the expansion curve will likely be steeper than shown in the graph.
So you could take this chart and make a predicted MS decline chart out of it by flipping it over and showing MS market share shrinkage at the same levels. One Chrome device sold = one Windows device that didn't sell.
Why would this trick very likely be a valid future prediction? Because MS has their thumb up their butt for 3 years now and will not/cannot bring themselves to cut down on the gross flatulence in their Windows OS's construction. We are talking about them building ever more complex OS programs that makes sure Windows requires TWICE AS MUCH systems memory for even a basic minimal install on a low end device. And the corpulent Windows OS always takes twice as long to execute any given task, comparatively, given the same resources.
BloatwareA Chrome unit that is configured off the EXACT SAME SPECS as the most minimal Windows machine screams along with copious useful speed, while the Windows unit chugs along doing the same old long boot delays and slow page building delays we have all seen for years and years now. Pure MS bloatware .....
The Chrome device still wins if you give the Windows unit the double up memory and the stronger processor it "requires" -- Chrome OS is simply that much quicker to execute compared to MS.
How can I say this? Win RT and its apps, running on standard ARM mobile grade processors, routinely outpaces Win 8.1 on all app execution stages by 20-50% because the ARM based Win version is simply that much quicker to execute.
And surprise, Chrome OS and Chrome apps are even quicker than Win RT and RT apps .....
Dell will release figures at years end on their Chromebook and Chromebox sales -- simply assume Chrome took out one Windows business revenue unit per each Dell Chromeunit sold and you have your rough Microsoft "business income hit" answer.
It will be brutally huge as it rolls out over the years ..... unless MS can actually do something smart with Windows 9 to make it a lot faster and lighter.
And yet so far we see no signs of anything drastically better are coming out of Threshold as far as better memory use or any functional increase in app execution quickness .....
"Same old same old" functionally will kill MS within 2 years at the rate at which they are going -- even if they completely fix the ugly Win 8.1 interface issues. MS has competition now on all sides that clearly outperform the basic Windows OS on pure function, speed and core hardware requirements.
Apple, ChromeOS, Android, Tizen and the Linux DistrosPREDICTION TIME AGAIN: When Win 9 comes out a porky loser yet again, expect to see MS's market share to continue to decline along with their stock prices.