or Connect
AppleInsider › Forums › Software › Mac OS X › Apple now nearly as big as Microsoft Windows in personal computing sales
New Posts  All Forums:Forum Nav:

Apple now nearly as big as Microsoft Windows in personal computing sales

post #1 of 104
Thread Starter 
Apple has passed Microsoft in profitability and revenues, but now the company is approaching a new, nearly unfathomable milestone: surpassing Windows in terms of global personal computing unit share.

Computing goes mobile, without Microsoft



Apple's share of conventional PC device sales is now over 20 percent, thanks to the rapid adoption of iPad.

Apple's three year old iPad has become so influential over the PC market that Canalys has actually dropped the term "tablet" (used by Microsoft for more than last two decades) and adopted "pad" when speaking of the iPad's market in a generic terms.

However, Apple's success with Macs and iPads has been overshadowed by the growth of iPhone. That has occured even as Microsoft's own attempts to deliver a mobile version of Windows first stalled, then imploded under intense competitive pressure that Windows never had to face during its heyday in the 1990s.

Apple closing on Microsoft
Image: ben-evans.com


As a result, the number of personal computing devices sold by Apple have now hit a quarterly record total just shy of 80 million units: 75 million iOS devices and 4.1 million Macs. The relationship between Apple's devices and global Windows PC sales was recently graphed out by Benedict Evans (above).

Apple's personal computing sales are now approaching 90 percent of the sales of WindowsGlobal sales of PC (including Macs) have remained essentially flat at around 90 million per quarter, meaning that Apple's personal computing sales are now approaching 90 percent of the sales of Windows, which has represented the world's largest computing platform for decades.

Other computing platforms, including Unix, Linux and Android, can also claim millions of users; Apple's iOS and OS X could even be considered part of "Unix," just as Android could be considered as a distro of Linux (which itself could be roped into the definition of "Unix-like" operating systems). However, no one company has control over how those generic platforms are implemented or directly manages their future the way Apple manages its Cocoa platforms.

This sets up a natural comparison between Apple's shipments of computing devices (which all run software created using Apple's development tools) and the global shipments of devices shipping with a version of Microsoft Windows. Just a few years ago, Apple was shipping a tiny sliver of the world's PCs by any measure.

Apple grows upward, with room for dramatic growth



Apple's growing importance in personal computing is closely tied to its success in launching and maintaining software markets for its platforms, a factor that distinguishes it from the DIY approach of Google and stumbling efforts by Microsoft to duplicate a rich ecosystem around Windows Mobile and its reboot named Windows Phone.

But Apple's growth is just taking root. While the company's Macintosh found it very difficult to break into enterprise circles, its iPhone and iPad have been enthusiastically adopted by corporations and government agencies. That in turn has softened the opposition to Windows alternatives on the desktop, resulting in the recent prediction by Gartner that "by 2014, Apple will be as accepted by enterprise IT as Microsoft is today."

Given Apple's relatively small representation among conventional PCs, this means the company has vast untapped markets to draw upon for increased sales, even as PC makers worldwide suffer from iPad cannibalization, stagnant unit growth and rapidly slipping profit margins.

Windows faces a RIM future



Apple's rapid climb upward toward Windows devices in global unit sales calls to mind the company's 2010 announcement that it had passed RIM in phone sales, a similarly unthinkable metric at the time.

In his October 2010 comments during the company's quarterly results call, Steve Jobs could confidently say, "We've now passed RIM. I don't see them catching up with us in the foreseeable future. It will be a challenge for them to create a mobile software platform and convince developers to support a third platform."

The cyclical nature of iPhone sales, which represents the majority of Apple's unit sales, means that it won't likely surpass Microsoft's global shipments of Windows before the end of 2013.

Apple's consistent growth and its success in selling both full sized tablets and smaller mobile devices from iPhones to the iPod touch and iPad mini stands in stark contrast to Microsoft's failure.However, Apple's consistent growth and its success in selling both full sized tablets and smaller mobile devices from iPhones to the iPod touch and iPad mini stands in stark contrast to Microsoft's failure to produce, design or even successfully herd its hardware partners toward sustainable sales of Windows-based phones, tablets, slates, hybrid touch notebooks, netbooks, personal music players or interactive kiosks.

While sales of Apple's personal computing devices continue to increase across multiple markets, Microsoft's Windows platform has run into a series of challenges as the growth of the conventional PC market has stalled.

Even Microsoft's long term development efforts to escape from a RIM-like fate have instead mirrored those of the BlackBerry maker. The market welcomed both RIM's PlayBook and Microsoft's Surface, but both ran into critical reviews and failed to establish initial sales.
post #2 of 104

Yes, Virginia. The iPad is a computer. 

post #3 of 104
I haven't read the article yet, but I'll assume the missing term "PC" in the headline is a good sign.
post #4 of 104

It's not necessarily more about Windows than it is for the Fandroid apologists/iHaters that will soon come out of the woodwork, or from under their slimy rock and begin their never-ending spin on figures from irrelevant sites and blogs to put their POS on the front and center.

post #5 of 104
I think this statistic has been lost in the obsession about revenue and margin growth. Note also the large year over year increase in devices sold this last quarter. If anyone needs to know whether Apple is continuing to grow, a gander at this graph would answer that question instantly!
post #6 of 104
Quote:
Originally Posted by Quadra 610 View Post

Yes, Virginia. The iPad is a computer. 

It certainly is, for many people. I gave my mom an iPad last year to replace her piece of crap, ugly, heavy and bulky Windows laptop that she had no clue how to operate, even though she had it for years, and it was nothing but one lousy problem after the other. She's completely computer illiterate, but she has no problems skyping, facetiming, listening to music, checking email, watching Netflix on the iPad etc., which is basically what the average person uses a computer for. Very few people are content creators. Most people are content consumers and don't produce anything worthwhile.

 

I've never owned a Windows machine in my entire life, and I certainly don't plan on it now.

post #7 of 104
Whats more amazing is every single instance of iOS/OSX is attached to Apple hardware.
post #8 of 104
The Seattle Times had a very interesting article today painting an even grimmer picture for MS...

http://seattletimes.com/html/microsoftpri0/2019853243_goldman_sachs_microsoft_os_has_gone_from_more_than.html
post #9 of 104
So The Mac OS X Install base (number of Macs currently used) is about to eclipse the worldwide number of Windows PCs currently in use? I have been waiting for this day to come, for the Macintosh!! If this article is categorizing iOS devices to fill those numbers, it's pointless then...I am only interested if this article actually refers to the Macintosh becoming #1.
post #10 of 104
Quote:
Originally Posted by Quadra 610 View Post

Yes, Virginia. The iPad is a computer. 

Sure is.

So was my Palm Tungsten... any smarphone I ever had (probably some feature phones, too)... Fisher-Price learning-for-kids computers...

But it is not a PC.

That being said, these things might replace PCs. Before something else replaces them, in a 10 year time. Just like fax replaced telex, and email is replacing fax.

Or maybe not.

We'll see.
post #11 of 104

deleted


Edited by MacRulez - 7/5/13 at 3:19pm
post #12 of 104
Quote:
Originally Posted by AppleInsider View Post


Apple's share of conventional PC device sales is now over 20 percent, thanks to the rapid adoption of iPad.

 

And that right there is where this article contradicts itself, and is exposed as complete BS.

No, Virginia, the iPad is NOT a "conventional PC," it's a tablet. A good tablet, possibly the best tablet on the market, but still just a tablet.

See that orange bar on the above chart? That's the accurate representation of Apple's "conventional PC" market share, and I daresay it's substantially lower than Microsoft's.

 

What is up with all these articles trying to convince people that Apple is a powerhouse, despite it's recent stock performance? When did Apple users and investors become so thin skinned, and where are the days of "market share doesn't matter, profit margin does"? Apple is still a solid performer, a market leader in all the ways that matter. I don't feel any less confident in my stock or my Apple products than I did a year ago, so what is with all these lipservice articles? They aren't helping.

Want to look weak? Go out of your way to convince everyone you're not.

post #13 of 104
Quote:
Originally Posted by nikon133 View Post

But it is not a PC.
 

 

I would say that it is. A PC is a personal computer of course, and if an iPad is the only computer that somebody owns and it fills their needs, then that is their personal computer. 

 

With the over hundred million iPads sold, many people are buying them to use as their primary computing device. 

post #14 of 104
Quote:
Originally Posted by Slurpy View Post

Whats more amazing is every single instance of iOS/OSX is attached to Apple hardware.

 

Oh yeah?

 

I'll just leave this here.

 

http://www.hackintosh.com/

post #15 of 104
Quote:
Originally Posted by Cash907 View Post

What is up with all these articles trying to convince people that Apple is a powerhouse, despite it's recent stock performance? 

 

Um, Apple's stock may have recently taken a slight hit, but Apple is definitely a powerhouse. Apple still rules over all.

 

The point is that traditional PC sales are on the decline. Fewer people are buying them. Hard drive sales are declining, because not as many PC's are getting built. Everything is going Flash and SSD, thanks to mobile devices and iPads. iPads are taking over. People are choosing to buy them instead of old, traditional and out of date PC's which few people want anymore.

post #16 of 104
Quote:
Originally Posted by Cash907 View Post

 

Oh yeah?

 

I'll just leave this here.

 

http://www.hackintosh.com/

A few people might build hackintoshes, but overall, I think that the percentage is very small.

post #17 of 104

deleted


Edited by MacRulez - 7/5/13 at 3:19pm
post #18 of 104
Quote:
Originally Posted by Quadra 610 View Post

Yes, Virginia. The iPad is a computer. 


According to the definition of a "computer", so is the IPhone and the IPod Touch.  If they include those, then Apple has more like about 50%+ of the computing market.  They all have processors, an OS, RAM, storage, a keyboard (virtual), a screen, and can output to printers, be networked using WiFi, run applications, etc.   Hmmmmm....

post #19 of 104
Originally Posted by Cash907 View Post
I'll just leave this here.

 

http://www.hackintosh.com/

 

All 20 of them.

 

What, you think OS X on PC hardware represents any measurable proportion the market? They're within the margin of error within a rounding error within the industry's margin of error. 

 

And, come on, how many Hackintoshers actually buy their OS', do you imagine?


Apple's EULA explicitly forbidding use on anything but Apple computers you never know when the other shoe will drop and you'll get a visit from the men in black.

 

This is certainly enforceable for resellers, not for individuals.

Originally posted by Relic

...those little naked weirdos are going to get me investigated.
Reply

Originally posted by Relic

...those little naked weirdos are going to get me investigated.
Reply
post #20 of 104
Quote:
Originally Posted by dreyfus2 View Post


The Seattle Times had a very interesting article today painting an even grimmer picture for MS...

http://seattletimes.com/html/microsoftpri0/2019853243_goldman_sachs_microsoft_os_has_gone_from_more_than.html

I think that captures it rather well. It does make you wonder how Ballmer holds onto his job.

post #21 of 104
Quote:
Originally Posted by Apple ][ View Post

A few people might build hackintoshes, but overall, I think that the percentage is very small.


Yeah, those are just for people that don't quite understand the concept of having a proper Mac.  Oh well.  I understand their mentality, even though I wouldn't do it.

 

Personally, I think Apple should offer a lower cost tower that has i5 and i7 processors  and got the graphics card mfgs to actually make OS X drivers and then people could stick drives, RAM to their hearts content.

 

I also wish Apple would also make a more feature/powerful versions of the MacMini (MacMiniPro)....

post #22 of 104
Quote:
Originally Posted by Tallest Skil View Post

 

They're within the margin of error within a rounding error within the industry's margin of error. 

 

 

 

Isn't that how Ballmer used to refer to Macs - a round error?

post #23 of 104

deleted


Edited by MacRulez - 7/5/13 at 3:18pm
post #24 of 104
Quote:
Originally Posted by Apple ][ View Post

Quote:
Originally Posted by nikon133 View Post

But it is not a PC.
 

 

I would say that it is. A PC is a personal computer of course, and if an iPad is the only computer that somebody owns and it fills their needs, then that is their personal computer. 

 

With the over hundred million iPads sold, many people are buying them to use as their primary computing device. 

 

Yes, but I would change the definition a little...  the iPad is an individual computer!  Many homes and business have computers that are shared/used, alternately, by multiple people.  I believe, that the iPad will bought [mostly] like a cell phone -- each individual has his own.  In fact, if Apple adds cellular voice/messaging to the iPad Mini  -- the iPad Mini could do the job of both individual phone and individual computer.

 

For emerging countries where individuals may not be able to afford a phone and a personal computer -- the iPad Mini would initially assume the role of family phone and family computer.

 

The latter offers great potential and a blank slate -- there is no inherent requirement to run any Office apps or any Windows legacy apps.

 

...And all this while we assumed the "i" in "iPad" stood for "Internet" -- when it was really for individual.

"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
post #25 of 104
(Deleted. Too many similar responses, including the reference to Ballmer!)

:-/
Edited by anantksundaram - 2/7/13 at 5:06pm
post #26 of 104
Quote:
Originally Posted by drblank View Post


According to the definition of a "computer", so is the IPhone and the IPod Touch.  If they include those, then Apple has more like about 50%+ of the computing market.  They all have processors, an OS, RAM, storage, a keyboard (virtual), a screen, and can output to printers, be networked using WiFi, run applications, etc.   Hmmmmm....

Technically they are all personal computers but with different form factor. The issue with the term PC is its association with Microsoft Windows computers. However, if you dismiss the iPad as a personal computer then you have to dismiss Surface RT and ChromeBooks as PCs too. I believe it is about time we move away from the term PC. We will eventually.. otherwise we will be calling the iPad a mainframe computer!

post #27 of 104

Hacintoshes may run OS X, but they are not included in Apple's hardware sales, are they?

 

The OP is saying that Apple's hardware sales aren't just a copy of the OS, but involve a hardware sale, unlikely Microsoft's sale of a Windows license. 

 

You're countering with the idea that people who buy a PC and load OS X on it matter in these figures. They do not. 

post #28 of 104
Quote:
Originally Posted by Corrections View Post

Hacintoshes may run OS X, but they are not included in Apple's hardware sales, are they?

The OP is saying that Apple's hardware sales aren't just a copy of the OS, but involve a hardware sale, unlikely Microsoft's sale of a Windows license. 

You're countering with the idea that people who buy a PC and load OS X on it matter in these figures. They do not. 

If we do it from the basis of the HW then, yes, every Mac ships with OS X. Unfortunately — and I can't stress how unfortunate it is — Cash907's base rebuttal to Slurpy's point is sound because every single instance of OS X is not attached to Apple hardware.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #29 of 104
Quote:
Originally Posted by NasserAE View Post

However, if you dismiss the iPad as a personal computer then you have to dismiss Surface RT and ChromeBooks as PCs too.

But Ol Squirtin Steve needs those numbers ! (modest though they might be)

:-)

post #30 of 104
Quote:
Originally Posted by NasserAE View Post

Quote:
Originally Posted by drblank View Post


According to the definition of a "computer", so is the IPhone and the IPod Touch.  If they include those, then Apple has more like about 50%+ of the computing market.  They all have processors, an OS, RAM, storage, a keyboard (virtual), a screen, and can output to printers, be networked using WiFi, run applications, etc.   Hmmmmm....

Technically they are all personal computers but with different form factor. The issue with the term PC is its association with Microsoft Windows computers. However, if you dismiss the iPad as a personal computer then you have to dismiss Surface RT and ChromeBooks as PCs too. I believe it is about time we move away from the term PC. We will eventually.. otherwise we will be calling the iPad a mainframe computer!

 

Yes!  The things that people use PCs for today are evolving too -- though a lot slower than the hardware is evolving.

 

When the Mac arrived on the scene it defined a whole new category of PC use -- Desktop Publishing.   Certainly, PCs are still being used for this -- but much of that has been replaced by accessing web sites -- eliminating the physical media.  Similarly, Business Letters, Communication are evolving, simplifying -- You can satisfy a large percentage of these needs with iWork on an iPad.  Certainly, for the near future, formal documents like: contracts;  legal briefs;  bids;  tax forms  will require more powerful Formal Communication tools... but these requirements are changing too.

 

Then there are the things we used to call necessary busywork!

 

When I worked for IBM (1964-1980) they had about 400,000 employees.  The largest division was the Data Processing Division (Computers).  In the Las Vegas sub-office we had 4 Salesmen and 12 System Engineers to service about 30 active customers.  

 

A typical work week for a Systems Engineer would include:

 

2.5 hours  updating the sales manual (remove and replace and review new pages)

6.0 hours  updating technical manuals (remove and replace and review new pages)

5.0 hours  searching KWIC indexes for and ordering new manuals for self and customers

1.5 hours  reviewing hardware software bugs/details on microfiche

 

The typical Systems Engineer always carried a sales manual along with whatever technical manuals that he might need (always wrong) -- in a big attache case stuffed with manuals.

 

Today, just like the airline flight control bags, all that information could be contained on an iPad and/or accessed through the Internet.    

 

The 15 hours a week would, likely, drop to something less than an hour -- to review changes (highlighted by software) and search on demand.

 

That 18 lb attache case would, likely, be replaced with a 1-2 lb iPad.

 

 

I believe that many of the jobs that PCs are hired to do will evolve to the point that they don't require a PC to do them -- the iPad is a better fit!


Edited by Dick Applebaum - 2/7/13 at 5:47pm
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
post #31 of 104
Quote:
Originally Posted by "Apple 
[" url="/t/155865/apple-now-nearly-as-big-as-microsoft-windows-in-personal-computing-sales#post_2273329"]
Very few people are content creators. Most people are content consumers and don't produce anything worthwhile.

Most people have more computer than they really ever needed, but I don't think that tablets will ever totally replace desktops.
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
post #32 of 104

It's about how the iPad is being used. It's about how consumers WANT (and can) use the iPad. 

 

This is why it's included and smartphones and iPods are not. You can argue technicalities all friggin day, but the market is deciding what exactly a computer is. You can call it a "cheeseburger" if you like. It still won't change how things are trending toward new market realities. Definitions no longer matter. Group together devices based on consumer use and expectations, and you've got yourself a segment that you can consider homogeneous. 

 

"The iPad is NOT a computer."

 

K. 

 

Gartner, Canalys and others think it is. The market at large seems to think it is. 

 

So there's a big, wet middle-finger to technical definitions. Drop em. 

post #33 of 104
Yeap, I remember RIMM, I remember Exxon's market cap...
...And that leads me to believe that it is possible.

Another reason Windows Desktops PCs are not selling is that large corporations are now just licensing Windows 7 OS to run in Virtual Desktop Infrastructures instead of physical PCs. Although PC manufacturers like Dell and HP are in trouble Microsoft is still licensing Windows 7.

Time will tell.
post #34 of 104
Quote:
Originally Posted by dasanman69 View Post

Quote:
Originally Posted by "Apple 
[" url="/t/155865/apple-now-nearly-as-big-as-microsoft-windows-in-personal-computing-sales#post_2273329"]
Very few people are content creators. Most people are content consumers and don't produce anything worthwhile.

Most people have more computer than they really ever needed, but I don't think that tablets will ever totally replace desktops.

 

"Totally" is the operative word..  As in PCs have not "totally" replaced maimframes...

 

What's significant is that tablets will replace the majority of desktops... It's already happening...

"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
post #35 of 104
Quote:
Originally Posted by Quadra 610 View Post

It's about how the iPad is being used. It's about how consumers WANT (and can) use the iPad. 

 

This is why it's included and smartphones and iPods are not. You can argue technicalities all friggin day, but the market is deciding what exactly a computer is. You can call it a "cheeseburger" if you like. It still won't change how things are trending toward new market realities. Definitions no longer matter. Group together devices based on consumer use and expectations, and you've got yourself a segment that you can consider homogeneous. 

 

"The iPad is NOT a computer."

 

K. 

 

Gartner, Canalys and others think it is. The market at large seems to think it is. 

 

So there's a big, wet middle-finger to technical definitions. Drop em. 

 

I was going to post "Bingo!"...  But "Ka-Ching!" Seems more appropriate!

 

edit:  For all you Idol fans out there -- a shake of the booty from Mariah Carey...


Edited by Dick Applebaum - 2/7/13 at 6:16pm
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
Reply
post #36 of 104
Quote:
Originally Posted by SolipsismX View Post


If we do it from the basis of the HW then, yes, every Mac ships with OS X. Unfortunately — and I can't stress how unfortunate it is — Cash907's base rebuttal to Slurpy's point is sound because every single instance of OS X is not attached to Apple hardware.

 

Except it's not a sound rebuttal.  Every single data point on that chart associated with OSX or iOS represents an Apple device sale.  Every single hackintosh on that chart is associated with a Windows device sale.  Those are not OS sales.  Read the chart title.

post #37 of 104
Quote:
Originally Posted by Quadrant 610

 

So there's a big, wet middle-finger to technical definitions. Drop em. 

err, I do hope you mean drop "technical definitions" .....

:-)

post #38 of 104
I wonder if Microsoft should start building Windows on top of Unix the way Apple does, make Windows just another "skin" GUI that could be used on Apple or Android machines, on any machine basically.
post #39 of 104
Quote:
Originally Posted by nht View Post

Except it's not a sound rebuttal.  Every single data point on that chart associated with OSX or iOS represents an Apple device sale.  Every single hackintosh on that chart is associated with a Windows device sale.  Those are not OS sales.  Read the chart title.

I did. Read my comment. Slurpy's post happens to be words the opposite of what it should be to be actual factual.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #40 of 104
Quote:
Originally Posted by SolipsismX View Post

I did. Read my comment. Slurpy's post happens to be words the opposite of what it should be to be actual factual.

 

It's completely factual in the context of the discussion of the numbers presented in the article.  It's like folks discussing the Super Bowl game and Slurpy stating:

 

"And what's more amazing that every single throw to XXX is caught even when completely smothered by a defender" and some smart ass showing a picture from the regular season of XXX dropping the ball with no one around.  The statement isn't true as a general statement but is completely true in the context of the game being discussed.  

 

Likewise the statement "Whats more amazing is every single instance of iOS/OSX is attached to Apple hardware." is completely true in the context of the statement "As a result, the number of personal computing devices sold by Apple have now hit a quarterly record total just shy of 80 million units: 75 million iOS devices and 4.1 million Macs." in direct contrast to Windows where the windows devices were sold by a lot of different companies.

 

Every single instance of iOS/OSX in the context of the article is attached to Apple hardware because that was the metric that was measured: devices. Is that now clear?  Stop pandering to the trolls.  Even when they are telling the "truth" they are lying.

New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Mac OS X
AppleInsider › Forums › Software › Mac OS X › Apple now nearly as big as Microsoft Windows in personal computing sales