With respect, I think this view is really quite out of touch.

About the Global South, we agree. Most people there have never seen a PC and never will. Already, the Global South is most of the world. The combined population of Europe and North America, i.e. the whole West, is now less than 10% of the world population.

But beyond that, who are these "mainstream" people you see buying PCs for personal use in the West, today, beyond students (PS: and gamers)? What are they buying them for when you now do literally anything on a mobile OS with more convenience (and indeed the mobile OS is increasingly a requirement)? Do you really think that in, say, 5 years, the obvious trend will have spontaneously gone into reverse?

I don't want any of this to be true either, but true it patently is.