Smartphone shipments exceed PC shipments in Q4 2010 for the first time ever. According to an article in the Financial Times published February 8, 2011, the FT quotes IDC as saying that over 102 Million Smartphones were shipped in Q4 while only 92 million PC's shipped. Mary Meeker, formerly of Morgan Stanley who is infamous for her technology projections had previously forecast this would not occur until 2012. No one predicted the meteoric growth of the Android Operating System and how that would drive Smartphone sales volumes in 2010. Now that we have reached this "tipping point", is this a permanent state of affairs? Will PC volumes continue to grow at low single digit rates while Smartphones continue to increase at an increasing rate? The short answer is yes. The more compelling question for me and my company is how will this trend affect Mobile Health Adoption Rates? Will the increased adoption of Smartphones drive Mobile Health Application adoption rates? It certainly will broaden the number of people who can run the apps without additional expense and that will only expand as the price points for Android Phones drop over time.
How will the IPad and all the new tablets that are coming this year effect PC sales. I got to believe it will hurt them even more than the smart phones. I'm considering the new Xoom, kinda of waiting for IPad II before that.
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