Re: XP replacements
Now that XP is EOLed, a good portion of new PC sales are for replacement of old XP kit.
Very much my thought too. The trend for all computer vendors will be down, as the replacement cycle stretches from three years up to five, even eight years. Hardware doesn't wear out fast. Today's hardware is fast enough for most uses that people find for PCs, with huge amounts left in reserve for future software bloat.
Everyone who wants a Mac has got a Mac. Same for PC. Probably same for tablets soon if not already. There's a bulge in the PC replacement market caused by the EOL of XP and consequential replacement of many PCs 5+ years old that can't run more modern Windows well. It's distorting the figures.
In short, computer hardware is now a mature market.
BTW If you run Linux desktops in your business / school / home, you can acquire adequate hardware for free right now (i.e. ex-XP systems). You might even get paid a few quid to take it away.