Lenovo is making the hard turn
They bought IBM's PC business right before the Vista launch and turned that lemon into lemonade - taking themselves to top dog in the PC client biz. There's scant profit in it, but they're driving units and spoiling the fun for all the other Windows-only PC vendors - and that's a win for China and Lenovo to break the monopoly by driving the profit out of it. HP should have parted with their Windows PC business too before Windows 8 launch as Apothaker said, if there were a buyer; now it is too late.
But the growth is in smart mobile devices - especially in China where most people don't even have PCs and never did. Android has 90% of the China mobile phone market now, and nearly as much in tablets. Most of those people who never had traditional PCs now never will. Lenovo is ready to make a profit now, and they've found a way. When they leverage their homegrown MIPS technology chips and software development prowess they should surpass the West in the general availability of technology in about five years. But five years from now in the West an entire K-16 education will be something we just assume everybody over the age of 8 has on their person so, meh.
Lenovo and China will continue to export this of course using the "thousand paths" model, and make good money that Western methods of Intellectual Property war cannot stop. Battalions of lawyers cannot stop 100,000 vendors and eBay.
It helps the Chinese citizen that this stuff is battery powered and can be charged with a solar cell. Their power infrastructure isn't the best. India is in the same boat there. India is going whole hog on the Android tablets also, subsidizing the Aakash II tablet to $20 for students, and their target is a half billion students in the next few years.
There is a cost in the availability of technology. An uncensored copy of Wikipedia in English is about 10GB. It fits on an SDHC card that can be hidden under a postage stamp, in a bar of chocolate, in a battery, and so on. That can be uncompressed, viewed, copied on any one of these devices. The proliferation of these devices means that the Chinese government is about to lose their control of the flow of information. They will find themselves forced to move into our dynamic world of communications whether they want to or not. There will be change and they need to find the smoothest possible way to embrace it - a challenge I don't envy.