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Apple's iPad, iPhone sales skyrocket as Mac and iPod falter

post #1 of 26
Thread Starter 
Helping Apple post a Street beat on Tuesday was unexpected growth for iPhone and booming iPad sales, contributing to the company's revenues which hit $43.6 billion for the second fiscal quarter of 2013.

iPad mini


For the March quarter, Apple reported 37.4 million iPhone, up from 35.1 million in 2012, translating to a 6.5 percent year-to-year growth rate. iPad sales jumped more than 65 percent from the same quarter last year, with 19.5 million sales driven by the introduction of the iPad mini.

?We sold significantly more iPad Minis in the March quarter than the December launch quarter," said Apple CFO Peter Oppenheimer. "The market suggests iPad Mini purchasers are first-time iPad customers."

While Apple's iPhone and iPad sales remained strong, the Mac dropped to 2 percent to just under 4 million units, compared to over 4 million during the same period in 2012. iPod sales also dipped 27% year-over-year to 5.6 million.

It appears that the Mac slump from the first quarter of 2013, which drooped 23 percent year-to-year, has mostly stabilized as Apple's computer hardware division saw

As for the iPod, Apple CFO Peter Oppenheimer said the iPod touch accounted for half of all sales in the slowly declining sector. iPod sales reached 6.2 million units for the quarter.

Looking ahead, it appears Apple has much more in store for the coming months, as Cook tipped his hand in a rare forward looking hardware statement.

"This is the same culture and company that brought the world the iPhone and the iPad and we have a lot more surprises in the works."
post #2 of 26

Not surprising, or a big deal, that iPod sales are down. Mac sales declined less than the rest of the industry, and while some of that decline is probably due to the iPad, it's also due to continuing generally bad economic conditions, worldwide.

post #3 of 26

Sounds Like a healthy company to me.

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post #4 of 26
Quote:
Originally Posted by anonymouse View Post

Not surprising, or a big deal, that iPod sales are down. Mac sales declined less than the rest of the industry, and while some of that decline is probably due to the iPad, it's also due to continuing generally bad economic conditions, worldwide.

 

Yeah, I find it odd that the author even mentions it here without some kind of qualification.  

 

What would be unexpected, is if iPod sales were not down.  

 

Every iPhone has an iPod inside. 

post #5 of 26
Quote:
Originally Posted by anonymouse View Post

Not surprising, or a big deal, that iPod sales are down. Mac sales declined less than the rest of the industry, and while some of that decline is probably due to the iPad, it's also due to continuing generally bad economic conditions, worldwide.

The numbers for the Mac are pretty impressive. Nothing new this year (that I can recall) but the unit sales were down only 1.6% YoY whilst revenue is up 7% YoY on revenue per unit up to $1,378, which is the highest since 2008. The per unit iPod price is also up which I assume is on the success of the iPod Touch.

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post #6 of 26
Did I hear that desktop Mac sales were up but portable were down? That's a reversal of a long term trend!
post #7 of 26

Considering how the rest of the PC industry did, I think Apple did fine with Mac sales.

post #8 of 26
Quote:
Originally Posted by ascii View Post

Did I hear that desktop Mac sales were up but portable were down? That's a reversal of a long term trend!

New iMac... iPad as a portable device. There, the 2 explications.

post #9 of 26
That's impressive considering the rumors of yoy decline in iPad minis due to component cuts. /s
post #10 of 26
Quote:
Originally Posted by SolipsismX View Post

The numbers for the Mac are pretty impressive. Nothing new this year (that I can recall) but the unit sales were down only 1.6% YoY whilst revenue is up 7% YoY on revenue per unit up to $1,378, which is the highest since 2008. The per unit iPod price is also up which I assume is on the success of the iPod Touch.

Perhaps even more impressive, doesn't that follow prices drops as well?
post #11 of 26

iPod sales are down? Apple is doomed. If only they'd had some foresight to look beyond the mp3 player market for their core businesses. Ah well. They had a good run. 

post #12 of 26
Quote:
Originally Posted by MacBook Pro View Post

Perhaps even more impressive, doesn't that follow prices drops as well?

Typically, but I think many here have predicted the rise of the iMac once the iPad was announced. I know I have surely been talking up that possibility and have recently purchased my first desktop in over a decade of used notebooks.

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

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post #13 of 26
Can we repost all the posts of the naysayers who panned the iPad Mini for years here? W/O that, their earnings would have been very different.
post #14 of 26

While Apple's iPhone and iPad sales remained strong, the Mac dropped

to 2 percent to just under 4 million units, compared to over 4 million during the same period in 2012. iPod sales also dipped 27% year-over-year to 5.6 million.

BFD. The rest of the industry dropped > 17%. That's hugely impressive for supply constrained sales.
post #15 of 26
Originally Posted by AppleInsider View Post

Apple's iPad, iPhone sales skyrocket as Mac and iPod falter

 

Of course, when you think about it, this is exactly what Apple wants.

Isn't it?

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post #16 of 26
Quote:
Originally Posted by Gazoobee View Post

Quote:
Originally Posted by anonymouse View Post

Not surprising, or a big deal, that iPod sales are down. Mac sales declined less than the rest of the industry, and while some of that decline is probably due to the iPad, it's also due to continuing generally bad economic conditions, worldwide.

Yeah, I find it odd that the author even mentions it here without some kind of qualification.  

What would be unexpected, is if iPod sales were not down.  

Every iPhone has an iPod inside. 

I would be concerned if we saw a sudden increase in iPod sales.
post #17 of 26
Quote:
Originally Posted by Captain J View Post

Can we repost all the posts of the naysayers who panned the iPad Mini for years here? W/O that, their earnings would have been very different.

Revenue would have been lower , but margins would have been higher 1smile.gif
post #18 of 26

so bottom line, Apple sold 63.7 million computers (including the touch) total this quarter. versus about 54 million a year ago. that's 18% growth.

 

94% of those were "post PC" computers - iOS devices.

 

so will the "analysts" ask HP and Dell how Windows 8 is working out for them this last quarter too?

post #19 of 26
Quote:
Originally Posted by pedromartins View Post

New iMac... iPad as a portable device. There, the 2 explications.
But but but I thought everyone hated the new iMac because all Apple did was make it thinner (that's not innovation!) at the expense of an optical drive (which everyone still needs).
/s
post #20 of 26
Quote:
Originally Posted by Alfiejr View Post

so bottom line, Apple sold 63.7 million computers (including the touch) total this quarter. versus about 54 million a year ago. that's 18% growth.

94% of those were "post PC" computers - iOS devices.

so will the "analysts" ask HP and Dell how Windows 8 is working out for them this last quarter too?

HP and Dell are doing bad for handful of reasons.

Selling PCs with same Windows 8, Lenovo achieved increase of 34 percent in earnings over the same period last year. Their shipment grew 7.9%, opposite to 7.8% decline in PC market.

http://news.lenovo.com/article_display.cfm?article_id=1665
post #21 of 26
Quote:
Originally Posted by jungmark View Post

That's impressive considering the rumors of yoy decline in iPad minis due to component cuts. /s
Umm... I believe the iPad mini came out last fall, so no yoy comparison.

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post #22 of 26
Quote:
Originally Posted by ascii View Post

Did I hear that desktop Mac sales were up but portable were down? That's a reversal of a long term trend!

I'd say it's more to do with the laptops reaching the end of their product cycle vs the iMacs being at the start. Usually they aren't this far apart.

I also suspect the current Macbook Pro setup will be putting some people off. The Retina MBP is a nice laptop but is at a high price point. They could really do with getting rid of the old models and bringing the rMBP prices down.
post #23 of 26
Quote:
Originally Posted by ascii View Post

Did I hear that desktop Mac sales were up but portable were down? That's a reversal of a long term trend!

 

That's not surprising either. Most people don't really need a portable Mac, they need an iPad or an iPhone. For their Mac, since they don't need a portable, they might as well get something with more screen real estate. 

post #24 of 26
Quote:
Originally Posted by AppleInsider View Post

Looking ahead, it appears Apple has much more in store for the coming months, as Cook tipped his hand in a rare forward looking hardware statement.

"This is the same culture and company that brought the world the iPhone and the iPad and we have a lot more surprises in the works."

 

 

I would hardly call this "tipping his hand". It would be far more surprising if they didn't "have a lot more surprises in the works."

post #25 of 26
Quote:
Originally Posted by nikon133 View Post

HP and Dell are doing bad for handful of reasons.

Selling PCs with same Windows 8, Lenovo achieved increase of 34 percent in earnings over the same period last year. Their shipment grew 7.9%, opposite to 7.8% decline in PC market.

http://news.lenovo.com/article_display.cfm?article_id=1665

Any reason why Lenovo are eating the other PC clone maker's lunch? Is it simply a price war, if not what? It's not a subject I follow but I'd be interested to know. I brings images to mind of rats eating each other after the food has run out.
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post #26 of 26
Quote:
Originally Posted by digitalclips View Post


Any reason why Lenovo are eating the other PC clone maker's lunch? Is it simply a price war, if not what? It's not a subject I follow but I'd be interested to know. I brings images to mind of rats eating each other after the food has run out.

well if the build quality of the Lenovos in my store are any indication, it's because they've completely abandoned the wonderful thinkpad-style devices in favor of their own lack-luster designs. 

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