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Americans want better PCs for the dollar, HP and Dell outgrew Apple

Now that 2014 has come to a close, we can definitively say that the PC market has turned around in the US, growing 5% after years of decline.

Without much category competition, PC innovation grew stagnant over the decades. Then tablets came and easily beat PCs that catered to low cost, light computing needs. PC makers tried new things, but the technology wasn’t ready. New, experimental devices were either too heavy, too slow, too short on battery life or too expensive. Windows 8’s bad reputation certainly didn’t help.

2014 was a comeback because the entire PC value curve shifted upwards significantly. You got far better PCs for a given price, and customers — now used to great smartphones and tablets — demanded and expected quality. Only the top PC makers met that expectation.

Meanwhile, the tablet form factor saw little change so naturally, it made sense for customers to upgrade their old PCs for a dramatically better experience. The tablets they already had were just fine.

Now that we are on the brink of “good enough” convergence between PCs and tablets, I expect the hybrid form factor to grow even more as people seek to save money and do work on their tablets.

Last year, I consistently beat the gong for big display smartphones, and that was before the iPhone 6 and 6 Plus made the notion popular. This year I am beating the gong for hybrid devices.

Well, that was a longer lead-in than I expected to write. On with actual numbers from IDC.

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Laptops and tablets will finally, successfully converge in 2015

2015 will be an exciting year for fans of 2-in-1 devices — i.e., hybrid convertibles that double as both laptop and tablet. Driving it are Intel’s new line of chips, which broadly offer a significantly better performance-to-power ratio. This means you can get reasonably performing PCs that don’t require fans, so designs can be thinner and lighter and have longer battery life.

As companies announce new devices that take advantage of the new chips at CES (happening right now), I’ll be zeroing in on one key metric: weight.

If you’ve been reading this blog, you know I believe the right form factor for a 2-in-1 is as large of a display as possible given a maximum weight of 1.5 pounds. Above that threshold, the tablet part of a 2-in-1 is heavy to hold with one hand as the other taps the screen.

2-in-1s have not yet achieved mainstream success because limitations of technology meant they were either too slow, too heavy or too short on battery life. Hopefully, this year, manufacturers get it right.

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Macs are clobbering PCs right? Yes and no

I previously wrote how Microsoft and PC makers should be concerned about Mac computers, which saw record growth the previous quarter and will likely see continued growth. However, there’s chatter on the blogosphere that is taking the “Mac is destroying PCs” narrative too far.

Charts like this get posted:

Provocative, but very misleading.

This is probably more representative of the big picture:

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