Discussion:
Well, well Mac sales plummet
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Thomas E.
2023-04-10 11:27:44 UTC
Permalink
Guess a lot of Maccies got their shiny new laptops and did not need two?

Very predicable.

https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
-hh
2023-04-10 16:56:38 UTC
Permalink
Post by Thomas E.
Guess a lot of Maccies got their shiny new laptops and did not need two?
Very predicable.
https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
Took awhile to track down, but this appears to be a YoY metric, not QoQ.

So while 2023 is down by 40%, the longer term questions are what’s
been the recent trend, and to what degree is this a affected by the
discontinuity from Intel to Apple CPU adoption..

1Q2023: 4.1M. -40%
1Q2022: 6.9M (flat)
1Q2021: 6.7M +111%
1Q2020: 3.16M

Despite a lot of noise, that’s still roughly a +10%/yr trend. Really need
more than just one (so far) datapoint before declaring a new trend.

More Q’s here:
< https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/>

-hh
Thomas E.
2023-04-13 11:07:26 UTC
Permalink
Post by -hh
Post by Thomas E.
Guess a lot of Maccies got their shiny new laptops and did not need two?
Very predicable.
https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
Took awhile to track down, but this appears to be a YoY metric, not QoQ.
So while 2023 is down by 40%, the longer term questions are what’s
been the recent trend, and to what degree is this a affected by the
discontinuity from Intel to Apple CPU adoption..
1Q2023: 4.1M. -40%
1Q2022: 6.9M (flat)
1Q2021: 6.7M +111%
1Q2020: 3.16M
Despite a lot of noise, that’s still roughly a +10%/yr trend. Really need
more than just one (so far) datapoint before declaring a new trend.
< https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/>
-hh
Another look, took about 15 minutes to find

Q1 Mac Shipments, IDC
Year Units Share
2023 4.1 7.2%
2022 7.2 8.6%
2021 6.9 8.1%
2020 3.1 5.8%
2019 3.7 6.6%

Q1 Mac Shipments, Gartner
Year Units Share
2023 4.8 8.7%
2022 7.3 9.3%
2021 7.7 8.6%
2020 3.8 7.1%
2019 3.8 6.4%

Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.
sms
2023-04-13 21:24:43 UTC
Permalink
On 4/13/2023 4:07 AM, Thomas E. wrote:

<snip>
Post by Thomas E.
Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.
What matters is profit, not market share. Apple has never been that
interested in expanding the market share of Macs.

With the move to their own silicon, Apple wrote off a lot of users that
used to be able to dual-boot MacOS and Windows and that required Windows
because the applications that they used have no MacOS version, or a
limited functionality MacOS version. The applications I see like this
the most are Solidworks, Cadence, Autocad (Mac version available but
limited functionality), and Altium. We also use Statistica which is
Windows-only. Look at the recommendations for computers that
universities publish. If you're in a technical field they will
inevitably tell you not to buy a Mac. This is not good for Apple in
terms of getting users into the Apple ecosystem.

No doubt Apple was aware that the move to their own silicon would have
side effects and determined that the cost savings of moving away from
x86, as well as other benefits like thermals and power consumption,
outweighed the lost market share.

Macs are great for some things, but if you're in a technical,
scientific, programming, data analysis, medical, or research field then
you can't really get away from Windows.
--
“If you are not an expert on a subject, then your opinions about it
really do matter less than the opinions of experts. It's not
indoctrination nor elitism. It's just that you don't know as much as
they do about the subject.”—Tin Foil Awards
Thomas E.
2023-04-25 15:04:28 UTC
Permalink
Post by sms
<snip>
Post by Thomas E.
Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.
What matters is profit, not market share. Apple has never been that
interested in expanding the market share of Macs.
With the move to their own silicon, Apple wrote off a lot of users that
used to be able to dual-boot MacOS and Windows and that required Windows
because the applications that they used have no MacOS version, or a
limited functionality MacOS version. The applications I see like this
the most are Solidworks, Cadence, Autocad (Mac version available but
limited functionality), and Altium. We also use Statistica which is
Windows-only. Look at the recommendations for computers that
universities publish. If you're in a technical field they will
inevitably tell you not to buy a Mac. This is not good for Apple in
terms of getting users into the Apple ecosystem.
No doubt Apple was aware that the move to their own silicon would have
side effects and determined that the cost savings of moving away from
x86, as well as other benefits like thermals and power consumption,
outweighed the lost market share.
Macs are great for some things, but if you're in a technical,
scientific, programming, data analysis, medical, or research field then
you can't really get away from Windows.
--
“If you are not an expert on a subject, then your opinions about it
really do matter less than the opinions of experts. It's not
indoctrination nor elitism. It's just that you don't know as much as
they do about the subject.”—Tin Foil Awards
You can dual-boot licensed W11 via Parallels.

Alan
2023-04-10 19:34:19 UTC
Permalink
Post by Thomas E.
Guess a lot of Maccies got their shiny new laptops and did not need two?
Very predicable.
https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
Indeed.

So why bother bringing it up, Little Shit?
Thomas E.
2023-04-13 11:07:56 UTC
Permalink
Post by Alan
Post by Thomas E.
Guess a lot of Maccies got their shiny new laptops and did not need two?
Very predicable.
https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
Indeed.
So why bother bringing it up, Little Shit?
Because it's interesting to me, little shit.
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