The Portuguese home page of FNAC European store chain, loaded with all computers pre-installed with Windows 10, with the exception of a few Apple ones.
That doesn't really say anything. The argument isn't that Microsoft is ceding Windows' territory to a competitor, it's that the product category as a whole is shrinking.
Naturally, consumers can now keep their computers until they break, the 2 years upgrade cycle is gone.
However when those consumers buy a new computer, it is still plain old Windows.