Apple's Mac sales rock-steady despite Vista

Posted:
in General Discussion edited January 2014
Apple Inc. had little to quarrel about with the latest figures from Gartner, which showed the Mac maker standing firm against a tidal wave of Windows PC sales triggered by Vista. For the first quarter of 2007, Mac unit shipments were up some 30 percent.



Research firm Gartner published a preliminary report on Wednesday saying that rapid Vista sales scarcely made a dent in Apple's marketshare during the first quarter of the year, declining only a tenth of a point to reach an even 5 percent of US computer shipments by the end of March.



Sales for other computer designers fell almost perfectly in line with fourth quarter results, with Toshiba edging out Apple for fourth place at 5.4 percent and Gateway claiming the third spot with 7.7. The most surprising change for Windows PC shipments was a narrowing of the gap between top-ranked Dell and close opponent HP as the latter's success with Vista took away from its struggling rival.



Though potentially dampening the hopes of those who would expect Apple's newfound success to translate to a larger piece of the market, the statistic reinforced Morgan Stanley's notion that the Calfornia system builder had weathered the storm both before and after Vista's release. Mac shipments grew at a steady 30 percent year-over-year to 741,000 in the US alone, the report said, which created a buffer for the company.







Better still for Apple was news that the surge in PC shipments could be just a momentary spike -- both at home and abroad -- rather than the start of a larger trend.



"Microsoft?s official consumer launch of Vista in January, [sic] had very limited impact on overall worldwide shipment demand on a quarterly basis," Gartner wrote. "On a monthly basis, mature regions experienced a bubble in demand following its release. Vista adoption was primarily in the consumer and very small business segments of the mature regions."



Nonetheless, the charts illustrated the challenge of breaking into the upper ranks of computer sales for the primarily US-driven Apple, which yet again was left out of the top five system vendors after southeast Asian strongholds Acer, Lenovo, and Toshiba occupied spots three through five.







This could be due to a surprising shift in power, according to the researchers. Although the US market fared better than southeast Asia in sales, a shift in power during the first quarter gave the upper hand to Eastern territories -- where homegrown manufacturers often take precedence over American opponents.



"The Asia/Pacific region surpassed the U.S. PC market to take the No. 2 position in terms of shipments for the first time," Gartner was careful to note.
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Comments

  • Reply 1 of 72
    irelandireland Posts: 17,798member
  • Reply 2 of 72
    reveriereverie Posts: 66member
    I'm pretty sure you mean east asian, not southeast asian. The 3 companies mentioned are from China, Taiwan, Japan respectively.
  • Reply 3 of 72
    It sure looks like Apple could catchup to Toshiba within the next couple of quarters (at least in the US). And if Leopard hadn't been delayed this might have happened during Q2.
  • Reply 4 of 72
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Ireland View Post






    Huh?







    Quote:
    Originally Posted by pazimzadeh View Post


    It sure looks like Apple could catchup to Toshiba within the next couple of quarters (at least in the US). And if Leopard hadn't been delayed this might have happened during Q2.



    I think Apple will definitely overtake 4th place eitehr Q2 or Q3 2007 and probably take 3rd place a year later.



    Either way, it's impressive that Apple is doing so well in a market that is saturated by cheap-ass computers.
  • Reply 5 of 72
    benroethigbenroethig Posts: 2,782member
    Quote:
    Originally Posted by pazimzadeh View Post


    It sure looks like Apple could catchup to Toshiba within the next couple of quarters (at least in the US). And if Leopard hadn't been delayed this might have happened during Q2.



    Toshiba caught up to and passed Apple.
  • Reply 6 of 72
    irelandireland Posts: 17,798member
    Quote:
    Originally Posted by solipsism View Post


    Huh?



    Sorry, couldn't resist when I saw the title.
  • Reply 7 of 72
    louzerlouzer Posts: 1,054member
    Quote:
    Originally Posted by Ireland View Post


    Sorry, couldn't resist when I saw the title.



    Sorry, call me ignorant ("You're ignorant!") but are we supposed to know what that picture is?



    Quote:
    Originally Posted by solipsism View Post


    Either way, it's impressive that Apple is doing so well in a market that is saturated by cheap-ass computers.



    Yeah, real impressive. You did notice that they only have 5% of the market, right? Compared to their previous share, sure, that's impressive. But its not really impressive to the 20+% of its competitors.
  • Reply 8 of 72
    chuckerchucker Posts: 5,089member
    Quote:
    Originally Posted by Louzer View Post


    Sorry, call me ignorant ("You're ignorant!") but are we supposed to know what that picture is?



    The article says "sales rock-steady". The picture is of a character "Rocksteady" in the Teenage Mutant Ninja Turtles.



    No worries, I didn't know either. But a minute or two of research on the web would have told you.



    Quote:

    Yeah, real impressive. You did notice that they only have 5% of the market, right? Compared to their previous share, sure, that's impressive. But its not really impressive to the 20+% of its competitors.



    They're on the path to become the fourth-largest vendor of PCs (including desktops, laptops and servers, so all market segments) in the US within a few years from now. If that isn't impressive, I don't know what is.
  • Reply 9 of 72
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Louzer View Post


    Yeah, real impressive. You did notice that they only have 5% of the market, right? Compared to their previous share, sure, that's impressive. But its not really impressive to the 20+% of its competitors.



    You can't see that Apple's position here isn't something to be admired with Gateway, Dell, Toshiba, and HP selling most of their computers at well under a $1,000?



    Car analogy warning: Imagine Bentley grabbing 5% of the entire US auto market.



    I wish I could see a marketshare report that focused on either $1000+ computers, Core (2) Duo or greater (even anything dual core for that matter), or some other criteria that isn't saturated by cheap-ass PC with outdated tech.
  • Reply 10 of 72
    Mac Mini, iMac (low end), and the Macbook are pretty much on the same level as low end Windows PCs. They all are right at or below $1000. The only reason Apple is gaining the little marketshare they are is because they finally found out that not many people can afford Bentleys.

    Quote:
    Originally Posted by solipsism View Post


    You can't see that Apple's position here isn't something to be admired with Gateway, Dell, Toshiba, and HP selling most of their computers at well under a $1,000?



    Car analogy warning: Imagine Bentley grabbing 5% of the entire US auto market.



    I wish I could see a marketshare report that focused on either $1000+ computers, Core (2) Duo or greater (even anything dual core for that matter), or some other criteria that isn't saturated by cheap-ass PC with outdated tech.



    The Car analogy is dead, can we finally put it to rest.
  • Reply 11 of 72
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by BlackSummerNight View Post


    Mac Mini, iMac (low end), and the Macbook are pretty much on the same level as low end Windows PCs. They all are right at or below $1000. The only reason Apple is gaining the little marketshare they are is because they finally found out that not many people can afford Bentleys.



    So you are saying that Apple increased sales are being carried by the Mac mini and educational iMac? That is funny!
  • Reply 12 of 72
    I don't consider the Ed Mac the low end, it's not available to everyone. So would you want to sell 1 MacPro or 20 Macbooks. It's been well stated that the Macbook is Apple's best seller. I'm sure you can do the math....well not sure, but you have a calculator.

    Quote:
    Originally Posted by solipsism View Post


    So you are saying that Apple increased sales are being carried by the Mac mini and educational iMac? That is funny!



  • Reply 13 of 72
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by BlackSummerNight View Post


    It's been well stated that the Macbook is Apple's best seller.



    Exactly, and it's over a grand and is sporting a Core2Duo.
  • Reply 14 of 72
    chuckerchucker Posts: 5,089member
    Quote:
    Originally Posted by BlackSummerNight View Post


    It's been well stated that the Macbook is Apple's best seller.



    Whereas all other companies in the top market share spots have low-end models as their best sellers. You only need to compare average selling points.
  • Reply 15 of 72
    porchlandporchland Posts: 478member
    Quote:
    Originally Posted by Louzer View Post


    Yeah, real impressive. You did notice that they only have 5% of the market, right? Compared to their previous share, sure, that's impressive. But its not really impressive to the 20+% of its competitors.



    I'm still waiting for the halo. Apple has sold millions of iPods, hundreds of millions of iTunes tracks and Apple's share of the PC market has inches up one or two percentage points?



    It's good to see Apple selling a third more computers in the January quarter than it did the same quarter a year ago, and hopefully the iPhone and Apple TV will torque up Mac sales even more, but why the tiny halo?
  • Reply 16 of 72
    rickagrickag Posts: 1,626member
    Be nice to know the breakdown between desktop and laptop sales.
  • Reply 17 of 72
    louzerlouzer Posts: 1,054member
    Quote:
    Originally Posted by solipsism View Post


    You can't see that Apple's position here isn't something to be admired with Gateway, Dell, Toshiba, and HP selling most of their computers at well under a $1,000?



    No, not really. I do look at it and go "Gee, just imagine if apple sold a low-cost 15" laptop, or a low-cost mini-tower". But I'm just annoying that way.



    Quote:
    Originally Posted by solipsism View Post


    I wish I could see a marketshare report that focused on either $1000+ computers, Core (2) Duo or greater (even anything dual core for that matter), or some other criteria that isn't saturated by cheap-ass PC with outdated tech.



    Just to make you go insane (and I'm sure it will launch the really stupid "Yeah, but if you upgrade it...." comparisons), but my boss yesterday just bought a Dell Dimension 9200, with a Core 2 Duo E4300 processor, 1GB RAM, lot's of room for expansion, all for $650. (If he went for the Dell E520, he could have gotten the same basic specs for $599). Apple can't even be bothered doing something like that, they have to go "Let's make a cheap mac, but we'll make it look really nice, because people care only about looks, so who cares if its not upgradable, has a laptop drive in it, and even to change the memory requires the use of tools usually left to those who break into homes".
  • Reply 18 of 72
    louzerlouzer Posts: 1,054member
    Quote:
    Originally Posted by rickag View Post


    Be nice to know the breakdown between desktop and laptop sales.



    Yeah, but you know apple, they no longer breakdown their sales (Do they even break it down by laptops/desktops anymore)? Guess they got tired of being embarrassed to see their towers selling in such small quantity.
  • Reply 19 of 72
    vineavinea Posts: 5,585member
    Quote:
    Originally Posted by Louzer View Post


    Yeah, but you know apple, they no longer breakdown their sales (Do they even break it down by laptops/desktops anymore)? Guess they got tired of being embarrassed to see their towers selling in such small quantity.



    Why? Mac Pro's are pro workstation class machines which are a limited market.



    Desktop sales would be low overall but within the AIO segment they dominate and I suspect that Apple looks good in comparison to other SFF makers.



    If there were cheap towers and laptops then Apple numbers would look like Dell or HP numbers but with far lower volumes. Profitability would drop and the only positive thing we'd get is that we'd show up on the worldwide charts for unit sales.



    Apple ASPs are fantastic and volume is reasonable. That's a damn good combo.



    Vinea
  • Reply 20 of 72
    aisiaisi Posts: 134member
    Quote:
    Originally Posted by pazimzadeh View Post


    It sure looks like Apple could catchup to Toshiba within the next couple of quarters (at least in the US). And if Leopard hadn't been delayed this might have happened during Q2.



    In the U.S. Apple was already selling more than Toshiba in the full calendar years 2004, 2005 and 2006.



    Quote:
    Originally Posted by Chucker View Post


    They're on the path to become the fourth-largest vendor of PCs (including desktops, laptops and servers, so all market segments) in the US within a few years from now. If that isn't impressive, I don't know what is.



    Apple was the already the fourth largest U.S. vendor in the full calendar years 2005 and 2006. Fifth in CY 04.



    Quote:
    Originally Posted by Louzer View Post


    Do they even break it down by laptops/desktops anymore?



    Of course they do.
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