Normally at this time of the year, I predict tech trends for the New Year. As I think about 2012, I realize that over the next 12 months, the personal computing and consumer electronics industries are poised to see some big disruptions that could change their course for the next five years.
In fact, I believe that when we end 2012, we will look back and realize that it was the most disruptive year we will have had in personal computing in over a decade. In the next 12 months, the market for personal computers of all shapes and sizes will have changed dramatically.
So, what will be the major forces that could reshape the PC business in 2012? There are four technologies and trends in the works that I believe will force the computer industry in a new direction.
The first will be Intel's huge push to make ultraportables 40 percent of its laptop mix by the end of 2012. Although I don't believe it will achieve that goal, especially if ultrabooks are priced above $899, the fact is that ultrabooks are the future of portable computing. Instead of thin and light laptops driving the market as they are now, ultrabooks, which are thinner and lighter, with SSDs and longer battery life, will eventually be what all laptops will look like in five years. The heavier and more powerful laptops that exist now won't go away completely since there are power users who will still need that kind of processing power. But ultrabooks will be the laptops of the future and 2012 will be the first year of their major push to change the portable computing landscape.
There is an interesting twist with ultraportables that could be even more important starting next year: the introduction of ultraportables with detachable screens that turn into tablets. In the past, this hybrid, as it is called, ran Windows when in laptop mode and Android when in tablet mode. But this approach was dead in the water from the start. With Windows 8 tablets ready to hit the market next fall, you will see ultraportables with detachable screens that will run Windows 8 with the Metro UI both on the laptop and in tablet mode. This will bring a level of OS consistency across both device modes and I think that this concept is a sleeper. In fact, if done right, this alone could reshape the traditional PC market in the near term.