Windows 10 is here, but it there is no reason to celebrate for Asian PC makers.
In the past a Windows released was huge deal for PC makers. Windows 10 is different.
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Microsoft made Windows 10 to work also well on older hardware. A big difference to past Windows releases.
Consumers have no reason to upgrade to a new PC to be able to run Windows 10.
Taiwanese PC makers do not expect a sudden surge in demand for new PCs according to a new Digitimes report.
The pin their hopes on a slow and gradual increase of demand for new hardware. Features like Cortana and facial identification can push older computers to the limit.
A big push for new PCs could come from the release of VR systems like Oculus Rift and Microsoft's own Holo Lens. These Virtual Reality come in 2016.
In the meantime Asian notebook ODMs see weak shipments in July. There will be some improvement for August and September.
Demand for October and beyond depends on Windows 10 adoption.
The PC segment growth has declined in recent years by the proliration of mobile devices. A PC or Laptop is not a necessity anymore for many consumers.
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In case you do did not get Windows 10 yet, here is a shortcut.