DigiTimes is reporting that upstream component makers are concerned that the PC replacement trend that is expected to spark when Windows 8 drops in two weeks time may not actually happen this year at all.
They're estimating that it will begin in the first quarter of 2013, according to DigiTimes' "sources from upstream supply chain". They say:
Since an operating system usually needs to have serious debugging after launch, the sources believe consumers may hold back their new PC purchases until some time later and their actions would impact demand for Windows 8-based systems in the fourth quarter.
Component makers do have "high hopes" that Windows 8 will bring increased growth. But I'm sure that if you look at the market, the 'replace your desktop PC' days are over. Throw an SSD into a 2-3 year old machine and it's like new. There have to be some serious changes to the standard desktop PC before I can see huge growth coming from Windows 8. Such as a serious drop in the price of touchscreen-based LCD screens.