India and China's PC market stalls despite 2.9 billion people
Source: The Register: Biting the hand that feeds
India and China account for 36% of global population but purchased less than 5% of quarterly PC shipments. Device saturation in China and smartphone-first adoption in India have created structural resistance to traditional computing. Enterprise software vendors, chip designers, and cloud providers face a narrowed addressable market in the world's two most populous nations. Companies must either build mobile-first alternatives or accept that these regions won't drive growth through conventional device cycles.