The new Apple iPad is expected to scupper the struggling PC market with analysts predicting the 64-bit model will give Apple added penetration into the corporate space.
Deutsche Bank has cut estimates for growth in PC shipments for both 2013 and 2014 with it now predicting minus 10 per cent and minus eight per cent growth for the respective years, down from minus eight per cent and minus six per cent that was projected originally.
“We...expect growing [desktop] virtualization and iPad deployments in the enterprise to pressure corporate PC sales through 2014-15...We expect AAPL's [Apple's] iPad refresh to include 64 bit architecture, which should enable a greater array of enterprise App development and facilitate greater enterprise penetration over time,” said Chris Whitmore of Deutsche Bank in an investors note reported by CNET.
The 64-bit architecture being referred to is Apple’s new A7 chip that is expected to be under the hood of the new Apple iPad 5 and was the main attraction of the recently released iPhone 5S.
The same analyst expects PC sellers to fight this by taking down the price of Windows 8 ultrabooks to compete with the price at which tablets are being positioned.
"Heading into the holidays, we expect PC vendors to increasingly position Win 8 ultrabooks against tablets on an ASP [average selling price] basis [i.e.
64-bit architecture has received a further push in the right direction with renowned chip manufacturer Qualcomm stating that comments made to the detriment of the technology by CMO Anand Chandrasekher were unfounded.
"The comments made by Anand Chandrasekher, Qualcomm CMO, about 64-bit computing were inaccurate,” said a Qualcomm spokesperson. "The mobile hardware and software ecosystem is already moving in the direction of 64-bit. The evolution to 64-bit brings desktop class capabilities and user experiences to mobile, as well as enabling mobile processors and software to run new classes of computing devices.”
Chandrasekher stated last week that 64-bit was a “gimmick” and the backtracking suggests that Qualcomm will go down a similar route in developing 64-bit architecture at some point in the future.