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Mac sales up 25% in Americas, 76% in Asia

post #1 of 33
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While the bulk of attention in Apple's earnings was focused on iPhone sales, Apple also experienced dramatic growth in Macs, despite slow PC sales globally and a shrinking market for PCs in the US.

Apple's chief operating officer Timothy Cook noted during the company's earnings call that "the growth of the Mac has been enormous in Asia. The last quarter, we were up 76 percent in Asia-Pacific, and this is many multiples of the growth that that region is seeing for the market. I believe the IDC forecast is around 6 percent. And so were seeing enormous growth in the Mac there."

Cook also said that "Japan also did quite well on the Mac for the quarter, and the U.S. had a surprisingly strong quarter in the Mac, being up around Americas was up 25 percent. The US was up just slightly higher than that."

Chief financial officer Peter Oppenheimer stated in his prepared remarks that "we established a new March quarter record, with sales with 3.76 million Macs, representing 28 percent growth over the year-ago quarter. Were extremely pleased with this very strong growth, particularly given IDCs most recently published estimate of a 3 percent contraction for the PC market overall."

Oppenheimer added that Apple "experienced strong Mac sales growth in each of our operating segments, most notably in the Asia-Pacific segment," explaining that "growth in Mac sales was fueled primarily by the continued great popularity of MacBook Air, which was updated in the December quarter, as well as very strong sales of MacBook Pro"

Cook later reiterated the potential upside for Apple's expansion, given its relatively small share of the overall market. "Our market share is obviously less outside the US in most places than it is in the US," Cook said. "And so I think that speaks very, very well to the opportunity that the Mac has. Weve now had 20 quarters in a row where weve outgrown the PC market. And the momentum is still there, and we seem to be the only guys that are really focused on building innovative products in that space."

Cook drew particular attention to the growth potential in China. "Our focus has very much been on China," he said. "We wanted to understand that market and understand the levers there. And as Ive said before, iPhone sales were up over three times during the quarter.

"And in the first half, we did over five just slightly under $5 billion in Greater China in revenue, which is about 10 percent of Apple, to put it in perspective. And it wasnt but a couple of years ago that that number would have been less than $2 billion. And so it has been a sea change."

Market research companies IDC and Gartner have reported conflicting numbers of PCs sold in the US and globally, estimating Apple's share of the US market between 8.5 and 9.3 percent of all PCs in the first calendar quarter, and reporting year over year growth of between 9.6 and 18.9 percent.

Apple notes that its Mac sales were up more than 25 percent in the US, far higher than the growth figures estimated by either IDC or Gartner. Neither firm reported an estimate of Apple's global sales or growth, as both consider the company to be outside of the top five PC vendors they publicly detail, a feat gerrymandered by adding in the sale of millions of netbook mini-notebooks by competitors while excluding iPad sales numbers. Apple does not mix iPad numbers into its PC sales.
post #2 of 33
Here in Beiijing, the Airs are selling like hotcakes. I was also surprised to see how frequent the Airs are seen in the public.
post #3 of 33
Quote:
Originally Posted by h.rav View Post

Here in Beiijing, the Airs are selling like hotcakes. I was also surprised to see how frequent the Airs are seen in the public.

I see a lot of the new MBAs, too, mostly the 11 model, but I cant help but wonder if thats because it stands out more than the others.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #4 of 33
China is a huge market and Apple is making big gains there. Huge opportunity for Apple!
post #5 of 33
I've said this before and I'll say it again: the sleeper growth opportunity for Apple, given its 4-ish percent market share, is the Mac. Phenomenal room for growth, especially in the BRASICs, as they get wealthier.

Just think about the valuation consequences of going from, say, 4% to 8% share globally...... drool.....
post #6 of 33
Many detractors have cited the lower unit marketshare of Apple as a negative. Actually, one can view it as an advantage primarily because Apple has a juggernaut of the "higher" more profitable end of the PC market.

With increasing units sold (and the Research and Development costs already recovered), Apple can continue the trend of "reducing" the cost of the basic model in each product, e.g., the iMac, MacBook Air and MacBook Pro or even the white MacBook to gain more customers.

Technological breakthroughs in diskstorage, CPUs, etc. will make these products even cheaper (or at least more power at the same price) during each iteration.

With the increasing additional features of the Apple Ecosystem (Apps, Services, Apple Store, related products integration), the Macs products become even more attractive.

And with its current lower unit marketshare, Apple has more room for growth.

Apple Ecosystems
post #7 of 33
: So the new well educated and pocket heavy with credit cards are eager to set themselves apart from the peasant Windows PC users in China?
post #8 of 33
I'd like to see the charts with all real numbers plugged in. While I know that both companies use different methods and have different sources, how they can get the numbers so different is puzzling. Especially regarding Acer.
post #9 of 33
76% growth in Asia? Wow. In most Asian countries Apple products are typically priced $100 or more than the US. Average income is much less than the US too.
post #10 of 33
Quote:
Originally Posted by melgross View Post

I'd like to see the charts with all real numbers plugged in. While I know that both companies use different methods and have different sources, how they can get the numbers so different is puzzling. Especially regarding Acer.

https://spreadsheets.google.com/ccc?...PVGR3RlE&hl=en

IDC and Gartner data going back to 2004. Acer market growth for the last 6 quarters, 28.45%, 42.06%, 20.80%, 7.01%, -15.04%, -15.78%. Acer has basically declared a do-over. Google it, I'm not making it up. They are abandoning the netbook, and their first attempt at a tablet.
post #11 of 33
Quote:
Originally Posted by anantksundaram View Post

I've said this before and I'll say it again: the sleeper growth opportunity for Apple, given its 4-ish percent market share, is the Mac. Phenomenal room for growth, especially in the BRASICs, as they get wealthier.

Just think about the valuation consequences of going from, say, 4% to 8% share globally...... drool.....

I thought I'd read recently that the Mac market share is now around 15%? Maybe that's just in the US?
post #12 of 33
Quote:
Originally Posted by Ochyming View Post

: So the new well educated and pocket heavy with credit cards are eager to set themselves apart from the peasant Windows PC users in China?

While status symbol is an important factor in consumer purchases, it is not the only motivating factor. The elite may be more prone to this, but even the "masses" are not immune to such aspiration.

Perceived value of a product, in this case the added value of the Apple Ecosystems (Apps, Services, Apple Store, products integration and interoperability) may be a motivating factor even among those who are not very rich to get into the Apple Ecosystems. The latter is consistent with the report that almost half of Apple products consumers, buying products through the Apple Stores are new consumers. They cannot be all rich. And this is true not only China but all over the world.

By the way, even in both scenario, at present, even in China, it is still a PC (non-Apple)-dominated market. Apple is just beginning to offer alternative choices to Chinese consumers who may buy Apple products as status symbol or for their perceived value.

As noted previously, because Apple currently has a lower marketshare, it has more room for growth, percentage wise. And of course, greater take of the overall profit margin, even if its unit marketshare is much lower.

Apple Ecosystems
post #13 of 33
I would not be surprised if sales from Greater China region double over the next 12 months. They already sell more cars in China than in the US. So it should not be surprising if they sell more iPhones or Mac in China than in the US in the future. I would say the next 5 years would be very interesting to watch.
post #14 of 33
Quote:
Originally Posted by InfoDave View Post

https://spreadsheets.google.com/ccc?...PVGR3RlE&hl=en

IDC and Gartner data going back to 2004. Acer market growth for the last 6 quarters, 28.45%, 42.06%, 20.80%, 7.01%, -15.04%, -15.78%. Acer has basically declared a do-over. Google it, I'm not making it up. They are abandoning the netbook, and their first attempt at a tablet.

I think the netbook is a laptop that has a very low price to match its performance characteristics... rather than be classified as a tablet...which to most it is not... Not a touch screen model at all. Just for clarification, okay?
post #15 of 33
Quote:
Originally Posted by Ochyming View Post

: So the new well educated and pocket heavy with credit cards are eager to set themselves apart from the peasant Windows PC users in China?

Aren't we all?
post #16 of 33
Quote:
Originally Posted by rhyde View Post

I thought I'd read recently that the Mac market share is now around 15%? Maybe that's just in the US?

I think you're probably confusing what I am saying with share of sales in just the US in just the last quarter.

I am referring to the share of the global PC market of computers sold in, say, the last few years. See for example: http://en.wikipedia.org/wiki/Market_...ing_PC_vendors (Apple does not even figure in the top 5 in terms of global installed base.)
post #17 of 33
Quote:
Originally Posted by peter236 View Post

I would not be surprised if sales from Greater China region double over the next 12 months. They already sell more cars in China than in the US. So it should not be surprising if they sell more iPhones or Mac in China than in the US in the future. I would say the next 5 years would be very interesting to watch.

I agree.

People over here in the US are underestimating what's going on over there not just with the market potential for companies like Apple, but also in luxury goods, high-end cars, clean energy, aerospace, infrastructure spending, and so forth.
post #18 of 33
Quote:
Originally Posted by anantksundaram View Post

Aren't we all?

You beat me to it!

The article seems to validate the claim the asians are very smart!
Enjoying the new Mac Pro ... it's smokin'
Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini.
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Enjoying the new Mac Pro ... it's smokin'
Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini.
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post #19 of 33
Quote:
Originally Posted by h.rav View Post

Here in Beiijing, the Airs are selling like hotcakes. I was also surprised to see how frequent the Airs are seen in the public.

Yes, having an Apple is a status symbol in China, but...

Quote:
Originally Posted by apple-ecosystems View Post

With the increasing additional features of the Apple Ecosystem (Apps, Services, Apple Store, related products integration), the Macs products become even more attractive.

Puh-leeze! The truth is that barely anyone is running Mac OS X on their Macs in China. They are all running Windows. And there are only a few (official) Apple Stores in the whole country, so that isn't it either.

It's just a cool-looking computer!
post #20 of 33
I've not seen anyone running Windows in their Macs in Beijing and Shanghai. Maybe that's just me.
post #21 of 33
Quote:
Originally Posted by anantksundaram View Post

I've said this before and I'll say it again: the sleeper growth opportunity for Apple, given its 4-ish percent market share, is the Mac. Phenomenal room for growth, especially in the BRASICs, as they get wealthier.

Just think about the valuation consequences of going from, say, 4% to 8% share globally...... drool.....

I have been arguing this for some time now.

One thing I have noted is that the "halo effect" has a time lag. Macs started picking up a bit a year or so after the iPod rage took in, and growth really kicked in after a few years. Again the growth accelerated after the iPhone had been on the market for a year or two. I expect a similar effect will take place with the iPad.

People use an iDevice for some period of time before they begin to think "Hey, this is great. Maybe I should try a Mac." This is what I call the "Halo lag" (please feel free to quote me on the term).

I expect that the same will be true for the iPad.

A couple of points are noteworthy here. The iDevice Halo has several vectors. Noted above are the device specific vectors. But there are also (somewhat related) Community-Specific vectors. The iPod halo mostly affected consumers. The iPhone began to penetrate the enterprise, and the iPad is heavily penetrating the enterprise. The enterprise reaction time (halo lag) is also slower than consumers, but I believe that Macs are seeing great growth in this segment.

Now there is also the China vector. My hypothesis is that over there, they will see the same experience as we have here - only a little later. However, it may be an even quicker ramp up.
post #22 of 33
Quote:
Originally Posted by tania View Post

76% growth in Asia? Wow. In most Asian countries Apple products are typically priced $100 or more than the US. Average income is much less than the US too.

In Hong Kong, Apple products are priced almost exactly the US retail price. We have no sales tax here. Go to any coffee shop, and 3 out of four laptops are now Macs.

I've got a 2009 MBP, I bought my daughter a 2010 iMac, and I'm getting my wife an 11" Air as soon as it's updated.
post #23 of 33
Quote:
Originally Posted by anantksundaram View Post

I agree.

People over here in the US are underestimating what's going on over there not just with the market potential for companies like Apple, but also in luxury goods, high-end cars, clean energy, aerospace, infrastructure spending, and so forth.

Word of mouth advertising is also huge in Asia, and people there love their tech toys just as much if not more than here.
Since Apple broke ground in the Chinese market, sales will soon mushroom.
post #24 of 33
Quote:
Originally Posted by jmmx View Post

I have been arguing this for some time now.

One thing I have noted is that the "halo effect" has a time lag. Macs started picking up a bit a year or so after the iPod rage took in, and growth really kicked in after a few years. Again the growth accelerated after the iPhone had been on the market for a year or two. I expect a similar effect will take place with the iPad.

People use an iDevice for some period of time before they begin to think "Hey, this is great. Maybe I should try a Mac." This is what I call the "Halo lag" (please feel free to quote me on the term).

My Halo Lag is a few months. After testing iPod Touch and seeing how my wife loves her iPhone4, I'm planning to buy an iMac. Big decision though 'cause you can always get PC with half a price at the same spec.
Launch Pad on Lion make my decision a bit easier. My wife could use it much like her iPhone.
post #25 of 33
Quote:
Originally Posted by TokyoJimu View Post

Yes, having an Apple is a status symbol in China, but..

Puh-leeze! The truth is that barely anyone is running Mac OS X on their Macs in China. They are all running Windows. And there are only a few (official) Apple Stores in the whole country, so that isn't it either.

It's just a cool-looking computer!

It may help to read the post in its entirety. Let me know if I have to restate some key statements, I would be very glad to assist you.

Just consider this additional point, there are only four official Apple (Retail) Stores in China. And yet, Apple's revenue for the last quarter that could be attributed to China was more than $5 billion (more than 20% of quarterly revenue). That revenue does not include the "sales" of Apple products that could be attributed to China -- arising from the gray market.

And Apple is just starting its push in China. There's the potential that many posters are talking about. Not its current marketshare.

This applies not only to China though. The Apple (Retail) Store (brick and mortar), which is a key component of the Apple Ecosystems are still focused in a few (11) countries, usually one or two or just a few more, even in the most developed countries. Most are in the US, and a few in Canada. They are not even in all of the countries in Europe (UK, Germany, France, Italy, Spain, Switzerland), only in a few Asian and Oceanic countries (China, Japan, Australia), and no Apple Store at all in Latin (Mexico, Central and South) America and the Carribeans, Middle East or Africa.

The potential for growth, at a very low base, therefore is phenomenal.

Apple Ecosystems
post #26 of 33
Quote:
Originally Posted by InfoDave View Post

https://spreadsheets.google.com/ccc?...PVGR3RlE&hl=en

IDC and Gartner data going back to 2004. Acer market growth for the last 6 quarters, 28.45%, 42.06%, 20.80%, 7.01%, -15.04%, -15.78%. Acer has basically declared a do-over. Google it, I'm not making it up. They are abandoning the netbook, and their first attempt at a tablet.

That was a very good find. Certainly worth bookmarking. Thanks. The USA marketshare numbers need to be updated from these numbers, assuming that all of them are actual, from the March quarter, or thereabouts. Except, of course, that they aren't in this spreadsheet.
post #27 of 33
Quote:
Originally Posted by tonton View Post

In Hong Kong, Apple products are priced almost exactly the US retail price. We have no sales tax here. Go to any coffee shop, and 3 out of four laptops are now Macs.

I've got a 2009 MBP, I bought my daughter a 2010 iMac, and I'm getting my wife an 11" Air as soon as it's updated.

Are you finding what TokyoJimu is saying to be correct, that is, that most Macs are running Windows, and that People are just buying Macs because they are a cool looking computer?
post #28 of 33
Quote:
Originally Posted by apple-ecosystems View Post


With the increasing additional features of the Apple Ecosystem (Apps, Services, Apple Store, related products integration), the Macs products become even more attractive.
Apple Ecosystems

Quote:
Originally Posted by TokyoJimu View Post

Puh-leeze! The truth is that barely anyone is running Mac OS X on their Macs in China. They are all running Windows. And there are only a few (official) Apple Stores in the whole country, so that isn't it either.

It's just a cool-looking computer!

Wow. That just seems off the charts ridiculous to me.... but then again, almost all fashion trends do. Running WIndows (for whatever reason, and there can be good reasons to do so), but run it on a Mac because the hardware loos cool. I.... I.... I.... I just can't wrap my head around it. Does not compute. Fashion.

Of course this works 2 ways. My friends who are fashionable... call me a dork.
post #29 of 33
Quote:
Originally Posted by Ochyming View Post

: So the new well educated and pocket heavy with credit cards are eager to set themselves apart from the peasant Windows PC users in China?

In Asia education has nothing to do with it. It's the new status symbol. If you are anybody you are buying up anything Apple. iPhone, iPad, Macs, the latest Android, the latest Blackberry, Louis Vitton bag, whatever.

It's all about showing off. Using it effectively is another question entirely.
post #30 of 33
Quote:
Originally Posted by hiker275 View Post

Wow. That just seems off the charts ridiculous to me.... but then again, almost all fashion trends do. Running WIndows (for whatever reason, and there can be good reasons to do so), but run it on a Mac because the hardware loos cool. I.... I.... I.... I just can't wrap my head around it.

See my post above. In Asia quite a number of people want to show they are using a Mac but couldn't be arsed actually learning and getting the most from it. To be fair what I've seen is people using OS X but usually also installing Windows at the same time and switching between both.
post #31 of 33
Quote:
Originally Posted by apple-ecosystems View Post

Just consider this additional point, there are only four official Apple (Retail) Stores in China. And yet, Apple's revenue for the last quarter that could be attributed to China was more than $5 billion (more than 20% of quarterly revenue).

Although there are only four Apple-owned stores, there are still many many Apple stores (vs. Apple Stores). Every mall seems to have at least one. These are official "Apple Premium Reseller" (or other official designation) shops and sell only Apple products. They are often as packed as Apple Stores back home. Same goes for Taiwan. I'm less familiar with Hong Kong.
post #32 of 33
Quote:
Originally Posted by h.rav View Post

Here in Beiijing, the Airs are selling like hotcakes. I was also surprised to see how frequent the Airs are seen in the public.

How are the new MBP line selling in Beijing? from the 13 inch to the 17 inch 2011 models? thanks
post #33 of 33
Quote:
Originally Posted by melgross View Post

Are you finding what TokyoJimu is saying to be correct, that is, that most Macs are running Windows, and that People are just buying Macs because they are a cool looking computer?

I've not noticed anyone using Windows on a Mac, ever. There is quite a large Mac OS using community here.
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