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Mac shipments continue to shrink as Apple loses ground in US PC market

post #1 of 276
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The latest quarterly PC market tracking data from both Gartner and IDC shows that Apple's U.S. Mac shipments shrunk in the third quarter of calendar 2013, as the overall PC market outpaced Mac hardware.

IDC Q3 2013 PC Vendor Share


The estimates released Wednesday by IDC and Gartner show very different pictures. In IDC's research, domestic Mac sales were off 11.2 percent year over year in the third quarter, while the overall U.S. PC market slid 0.2 percent.

Gartner, meanwhile, found that Apple's shipments slid just 2.3 percent, while the U.S. PC market was actually up 3.5 percent year over year in their models.

Regardless, estimates from both Gartner and IDC suggest that Mac sales are no longer outpacing the PC market at large, at least in America. But the numbers don't include Apple's growing international share, nor does either firm track tablet shipments, such as Apple's market-leading iPad.

IDC Q3 2013 PC Vendor Share


Gartner's third-quarter data pegged HP as the top U.S. PC maker, with year over year growth of 4.5 percent propelling it to a 26.9 percent share. In second was Dell, up 3.3 percent and holding 21 percent of the market, while Apple's estimated 2.1 million shipped units were good for third place, with a 13.4 percent market share. That share is down from 2012, when Apple held 14.2 percent of the U.S. market.

Following Apple was Lenovo with a big 24.6 percent year over year gain and a 10.5 percent share, according to Gartner. Toshiba took fifth with a 7 percent share and a 13.5 percent gain from 2012.

IDC, meanwhile, also found the companies in the same order. But their estimates give Apple a slightly smaller 11.6 percent share of U.S. shipments. IDC estimates that Apple shipped 1.9 million Macs in the U.S. in the third quarter.

As usual, Apple did not crack the top five PC vendors worldwide in either IDC's or Gartner's data. IDC and Gartner both had the top five, in order, as Lenovo, HP, Dell, Acer, and Asus.

Worldwide, IDC estimates that PC shipments 7.6 percent to 81.6 million. Gartner's global numbers estimate an 8.7 percent dip to 80.2 million total units.
post #2 of 276

No surprise.  Apple stop shipping Mac's the last two months because of the iMac refresh and the new MacPro.

 

While PC builders keep shipping them to Costco warehouses.

post #3 of 276
Mac shipments in the UK certainly aren't helped by Apple continuously jumping up their prices here whilst keeping them stable in the US.

The exchange rate is essentially the same now as when the iMacs were released last year yet we are charged another £100 ($160).
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post #4 of 276
This needs to show a relation to tablet sales. Many are replacing PC's with iPads. How does this all shape up with iPads factored in...I would be curious.
post #5 of 276
If you aren't tracking tablets, then you shouldn't track the home PC market at all, IMHO. Many households used to use a PC for web, email, facebook, twitter, games, and photos. These can all be done on a tablet or smartphone now. I wouldn't be surprised to see many young adults forgo a PC altogether now, if not replacing one far less often than they used to.
post #6 of 276

I love my iPad mini, and my iPhone 5S is a workhorse.  But I love my 11" MBA, too, and I worry the day could come when Apple decides to drop its laptop lines.  A shopper in an Apple store or shopping online sees the attractive phone and tablet alternatives, and of course that takes some sales from PCs.  I hope Apple is willing to support a contracting laptop market for a long time.

post #7 of 276

If the iMac refresh was worth a damn- I would have upgraded my 2010.  Easily the most underwhelming iMac update I've seen.  2014 should be the year of the Retina iMac and Fusion drive being standard.  That would actually be an impressive update.

 

The future of computing/consuming is Tablets 1st, and Desktops 2nd.  Laptops will be a thing of the past before the traditional desktop.  Of course, tablet (or even phone) docking will likely replace the desktop eventually.  Unfortunately, the next several generations of Intel chips are all portability/power consumption focused... they're a giant, sinking ship.

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post #8 of 276

I'd be glad to help apple out if they would refresh the mini to haswell

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post #9 of 276
No big surprise. Other than the MBA, and more recently iMac, Apple still uses the older IvyBridge CPU. The growth in the consumer market is Smartphones and Tablets and Apple never held more than a tiny share in Enterprise. That said, Mac sales still contribute a hefty amount of revenues and profits so there is every reason for Apple to continue to invest in it. Hopefully the new rMBP's will be out before the end of 2013 1biggrin.gif
post #10 of 276

Oh NOES!

iPod sales down 23% YoY.

Apple is doomzed

post #11 of 276
No wonder, I not only one waiting for rMBP with Haswell for more then 4 months now.
post #12 of 276
Who cares about stats really? Everybody I know either wants an iMac, an iPad or an iPhone!
post #13 of 276
Quote:
Originally Posted by zdeneksejcek View Post

No wonder, I not only one waiting for rMBP with Haswell for more then 4 months now.

I'm with you there... The money is ready and waiting if only they'd release the damn thing!

I suspect a sizeable part of the delay is waiting for Intel to get thunderbolt 2 out of the door as I can't see the new MBP not having it if the Mac Pro does.... Fingers crossed the rumoured event on the 22nd has more than just iPads to announce...
post #14 of 276
also waiting for rMBP refresh... common Apple, it's been almost a year now, you can't wait that long between refreshes... My guess is they are waiting for TB2, but if they had spec bumped it along with the macbook airs, I might have biten. After all, Thunderbolt just doesn't really matter (yet), no consumer peripherals can read or write data fast enough for it to make a difference.
post #15 of 276
Quote:
Originally Posted by TechProd1gy View Post

This needs to show a relation to tablet sales. Many are replacing PC's with iPads. How does this all shape up with iPads factored in...I would be curious.

That's irrelevant to these stats. These show two independent sources showing every major OEM gaining some ground (or staying even in one instance) whilst Apple is shrinking their percentage of the PC market share by units.

If you want to talk about what the tablet (read: iPad) has done to the PC market I would expect Apple's share of that market to be growing overall, especially when it comes to profit share, since there are a great many PC buyers that only ever cared for the cheapest product to do basic tasks that can now enjoy a tablet instead, but higher-tier PC users are still likely to buy another PC, even if less often, and Apple has that segment of the market tied up.


PS: Can't wait to get my MBP (Retina is now implied) with TB2 and a PCIe SSD within a month.
post #16 of 276
Quote:
Originally Posted by alienzed View Post

also waiting for rMBP refresh... common Apple, it's been almost a year now, you can't wait that long between refreshes... My guess is they are waiting for TB2, but if they had spec bumped it along with the macbook airs, I might have biten. After all, Thunderbolt just doesn't really matter (yet), no consumer peripherals can read or write data fast enough for it to make a difference.

I'm glad they didn't do that cheap spec bump which would have gotten plenty of buyers like you on the hook who then get to wait years before you buy a new one that can support 4K displays and/or gets buyers like you to complain if they then updated them again just 4 months later with TB2 with support for 4K displays. If I were running Apple I wouldn't have done a simple spec bump either.
post #17 of 276
Quote:
Originally Posted by DaveMcM76 View Post


I'm with you there... The money is ready and waiting if only they'd release the damn thing!

I suspect a sizeable part of the delay is waiting for Intel to get thunderbolt 2 out of the door as I can't see the new MBP not having it if the Mac Pro does.... Fingers crossed the rumoured event on the 22nd has more than just iPads to announce...

The MBP should be getting a twice yearly update to keep it competitive, if this was the case then a delay such as thunderbolt 2 wouldn't be such an impact. We basically have the situation where people has been putting off a purchase for many months now.

 

The vast majority of MBPs I see are 13" models used by corporate users, the only thunderbolt accessory they use is a VGA adapter. Just release an updated 13" now without TB2.

post #18 of 276

There are a couple other reasons why Apple's Share is shrinking

 

1) Win8... to run win8 most people buy new PCs... it's usually the easiest and cheapest way to upgrade.

2) OSX Lion/Mavericks.... to run the latest version of Mac's OS most people... upgrade their current device to the current OS on their current machine.

 

3) Average useful lifespan of an Mac product is arguably 1.5-2X the length of a PC product (ARGUABLY - Mac laptops are typically more sturdy, and with a greater percentage having no spinning disk, this makes them more reliable, and with less spamware (not no, but less), they degrade over time a bit better than your XP/SP2 or Win7 system.

post #19 of 276
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post #20 of 276
Quote:
Originally Posted by akqies View Post

That's irrelevant to these stats. These show two independent sources showing every major OEM gaining some ground (or staying even in one instance) whilst Apple is shrinking their percentage of the PC market share by units.

Big deal. ESTIMATES (which are usually wrong) of Apple's sales in one country for one quarter show that PCs have gained a bit of share.

Considering that Apple's share has grown steadily for at least 5 years from around 3% to around 12-13%, I don't think a minor drop in one quarter means all that much. Especially since they had a whole quarter of MBP sales last year (introduced June 11) and didn't have any new products in the quarter this year.

Insignificant bump.
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post #21 of 276
Quote:
Originally Posted by ScartArt View Post

The MBP should be getting a twice yearly update to keep it competitive, if this was the case then a delay such as thunderbolt 2 wouldn't be such an impact. We basically have the situation where people has been putting off a purchase for many months now.

The vast majority of MBPs I see are 13" models used by corporate users, the only thunderbolt accessory they use is a VGA adapter. Just release an updated 13" now without TB2.

What do you expect them to update it with every 6 months? Intel's tick-tock cycle isn't that often and there aren't nearly enough changes to the rest of the industry for the components they provide to make that viable.

BY your logic the iPhone should be updated every month to keep ahead of other OEM releases.
post #22 of 276
Quote:
Originally Posted by sog35 View Post

No surprise.  Apple stop shipping Mac's the last two months because of the iMac refresh and the new MacPro.

While PC builders keep shipping them to Costco warehouses.

That wouldn't account for the growth experienced by the other manufacturers.
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post #23 of 276
Quote:
Originally Posted by jragosta View Post

Big deal. ESTIMATES (which are usually wrong) of Apple's sales in one country for one quarter show that PCs have gained a bit of share.

Considering that Apple's share has grown steadily for at least 5 years from around 3% to around 12-13%, I don't think a minor drop in one quarter means all that much. Especially since they had a whole quarter of MBP sales last year (introduced June 11) and didn't have any new products in the quarter this year.

Insignificant bump.

I hinted toward needing to measure YoY growth, not just a slice of a year, in one of my comments.
post #24 of 276
Quote:
Originally Posted by sog35 View Post

No surprise.  Apple stop shipping Mac's the last two months because of the iMac refresh and the new MacPro.
Actually they had people waiting last quarter for the iMac, the Mini, the Mac Pro, the Mac Book Pro and all the stuff that goes with them. The only people with a decent machine debut are AIR users. It is no wonder sales are down and yes I believe the general gist of things here.
Quote:
While PC builders keep shipping them to Costco warehouses.
Why not they are huge warehouse that would take forever for stock holders to find the dumping ground.
post #25 of 276

What's most noticeable in these stats is not really the drop by Apple, but rather the gain by Lenovo. 

 

Wonder if this might be a wake-up call to Apple that convertibles are a big part of the future.  Apple is well positioned to enter into this space, with just one tiny issue; namely, what software does it run?

post #26 of 276
Well, of course they lost ground last quarter, they only announced and started shipping one new line of computers (MacBook Airs), they just announced the new iMacs, but they have yet to release the new Mac Mini, MacBookPro/Retina, MacPro, and whatever else they might have up their sleeves.
post #27 of 276
Quote:
Originally Posted by ScartArt View Post
 

The MBP should be getting a twice yearly update to keep it competitive, if this was the case then a delay such as thunderbolt 2 wouldn't be such an impact. We basically have the situation where people has been putting off a purchase for many months now.

 

The vast majority of MBPs I see are 13" models used by corporate users, the only thunderbolt accessory they use is a VGA adapter. Just release an updated 13" now without TB2.

 

err.  define competitive?  Apple's price point has always been along the lines of... you get a great computer for the price, and a great user experience with the OS and apps.   But... if all you're looking at is pure price or price/performance, and the OS is a slight negative (for most PC users... it is... purely from 'better the devil you know' aspect), Apple will lose every time.

 

Apple's plan, and their sticking to it, is annual major updates, and maybe a market tweak (a better processor just came on, slightly more HDD, or a tweak of componentry) mid cycle.     To do anymore, would thrash their user community and they would osborne  (I'll wait 6 more months) a bit (I'm in that waiting mode...  knowing that an MBA13 would 'do'... but I'm waiting to see what comes out this quarter...)

 

And well, I don't think they want to bifurcate their products with some having TB2 and some not (again, part of that planned unobsolescence mode... they'd rather not ship a device that in 6 months would be deprecated by their roadmap baseline technologies).   Would you like to not have 802.11ac on your laptop... or get it now and have it when you finally update your router?   Those are the sorts of things that make buying Apple HW an investment.

post #28 of 276
Quote:
Originally Posted by Andysol View Post
 

If the iMac refresh was worth a damn- I would have upgraded my 2010.  Easily the most underwhelming iMac update I've seen.  2014 should be the year of the Retina iMac and Fusion drive being standard.  That would actually be an impressive update.

 

The future of computing/consuming is Tablets 1st, and Desktops 2nd.  Laptops will be a thing of the past before the traditional desktop.  Of course, tablet (or even phone) docking will likely replace the desktop eventually.  Unfortunately, the next several generations of Intel chips are all portability/power consumption focused... they're a giant, sinking ship.

The 2013 iMac isn't worth the upgrade from the 2010 iMac?  a couple of processor revs better, faster memory, faster SSD/Fusion drives, 802.11ac, better GPU.  Jeez, what more do you want?  Retina?  come on, that's not cost effective at this point in time.  Who has a higher resolution 27inch monitor on the market?  I haven't seen any that I'm aware of.

post #29 of 276
Quote:
Originally Posted by Andysol View Post

If the iMac refresh was worth a damn- I would have upgraded my 2010.  
Not that I'd ever buy the current iMacs but wasn't the last release fairly decent for a silent update?
Quote:
Easily the most underwhelming iMac update I've seen.  2014 should be the year of the Retina iMac and Fusion drive being standard.  That would actually be an impressive update.
I actually see a retina iMac being a ways off. This mostly due to the niche the machine fills and they need for a high performance GPU.
Quote:
The future of computing/consuming is Tablets 1st, and Desktops 2nd.  Laptops will be a thing of the past before the traditional desktop.
Interesting because I'm starting to believe this more and more myself. I expect that within a generation or two tablets will have displaced laptops for many users. Not everybody of course but it just makes more sense to go the desktop route for more reliability and performance. That is personally professionally I don't see laptops going anywhere as you need the I/O.

Apples problem is that their desktop line sucks had when it comes to this reality. I'm hoping Mac Pro is a sign of a desktop shake up at Apple that drives the move away from a focus on Mac Laptops.
Quote:
 Of course, tablet (or even phone) docking will likely replace the desktop eventually.  Unfortunately, the next several generations of Intel chips are all portability/power consumption focused... they're a giant, sinking ship.

It would be funny to see Apple purchase Intel just to get their fabs. It would be even funnier if they discontinued the i86 chips.

As for an iPhone or tablet powerful enough to dock and transform into a workstation at your desk, that is a few years off though I do see it happening. The problem is iOS just doesn't cut it for such a machine so Apple has a lot of work to do here.
post #30 of 276
Quote:
Originally Posted by ScartArt View Post

The MBP should be getting a twice yearly update to keep it competitive, if this was the case then a delay such as thunderbolt 2 wouldn't be such an impact. We basically have the situation where people has been putting off a purchase for many months now.

The vast majority of MBPs I see are 13" models used by corporate users, the only thunderbolt accessory they use is a VGA adapter. Just release an updated 13" now without TB2.

Twice yearly? You serious?

I can't wait to buy an iMac to replace my G5. Yes I still use a G5. Unfortunately I need to buy a car first.
post #31 of 276

These numbers are estimates pulled out of some analysts's ass just like every other prediction they make. They shook the bones, rattled the feathered skull, smoked some peyote, and let loose their best guess. We'll see when the real numbers come out.

 

Either way, though, Apple is doomed. This much we know for sure.

post #32 of 276

Mac Pro updates that were old at the time of release hasn't helped matters.

Delayed updates to the mini haven't helped matters.

 

The need for an ethernet dongle on a pro laptop hasn't helped. (Furthermore, the ethernet MAC address is associated with the dongle, not the laptop, which adds to the chore of management.)

post #33 of 276
Estimate = we're guessing
post #34 of 276
Quote:
Originally Posted by TheOtherGeoff View Post
 

There are a couple other reasons why Apple's Share is shrinking

 

1) Win8... to run win8 most people buy new PCs... it's usually the easiest and cheapest way to upgrade.

2) OSX Lion/Mavericks.... to run the latest version of Mac's OS most people... upgrade their current device to the current OS on their current machine.

 

3) Average useful lifespan of an Mac product is arguably 1.5-2X the length of a PC product (ARGUABLY - Mac laptops are typically more sturdy, and with a greater percentage having no spinning disk, this makes them more reliable, and with less spamware (not no, but less), they degrade over time a bit better than your XP/SP2 or Win7 system.

 

1 & 2) This is true to an extent.  Most PC users never update the OS on their boxes.  The simple fact here is it's not that easy to do for most people - I guess that's what happens when you aren't in total control of both hardware and software like Apple.

 

3 - Completely bogus.  Sorry, but, my desktop PC - the one I'm using right now.  Is on the verge of turning 7 years old.  It's core 2 duo machine that I actually originally received with Windows XP and has been upgraded right on through Windows Vista, 7, and currently running Windows 8.  Basically, with a few spec upgrades (more memory, a couple additional drives, a new video card at one point) - it's just kept on going.  And, I know lot and lots of people that are in the same boat.  The fact is that PC's got fast enough for most users a long time ago - and "if it ain't broke, why fix it" applies here.  People aren't buying new PC's because the software isn't driving the need to buy new hardware as often.  The upgrade cycle has definitely gotten longer.  Before this machine, I used to upgrade about every 2 years - now, I'm just now getting ready to finally retire this machine - for a brand new Surface Pro 2 and a docking station :)

post #35 of 276
The new iMac's are nice. But, no DVD drive built in or even hope of Blu-ray. Thunderbolt ports with nothing to plug into it other than a couple of high priced HDDs i cant even find at my local Best Buy. No touch screen like many Windows 8 PCs now enjoy. Having to reach behind the iMac to plug in an SD card or USB memory stick is downright awkward and backwards, bordering on the impossible at times. I have a 2011 iMac which I love, but may be my last iMac. Dell's latest 27 inch All in one, is pretty compelling. Hdmi in, Blu-Ray, touchscreen, are all there. Other PC makers offer you these extras too. No matter what Apple's ideals are, people still want these options in their PCs. Granted a lot of Apples sales are now iPads, but, there will always be a market for people who need and want the versatility and the power of a full blown PC. We still watch DVDs and Blu-rays. Many of us have capped internet plans, so steaming everything or downloading media is not an option. We still would like to use our huge 27 inch monitors for our Xbox's or PS3's(once an option on iMac's). Even on the MacPro side, expandability, has become limited to a mass of wires. Apple has lost its way for me. Apple keeps taking away options. iTunes is definitely one motivation for them. Make it dramatically easier to download something rather than just pop in a disc. I guess I'm part of the marketshare Apple is no longer interested in keeping. This is shortsighted. Android tablets are getting better and better with each passing year. iOS 7 just looks horrid on an iPad. So marketshare will shrink there too in time. I love OSX. I love iOS 6. The hardware is not enough to keep me buying anymore. Maybe Its just time to move back to Windows. SIGH....
post #36 of 276

It's over. 

post #37 of 276
Quote:
Originally Posted by wierdninja View Post

The new iMac's are nice. But, no DVD drive built in or even hope of Blu-ray. Thunderbolt ports with nothing to plug into it other than a couple of high priced HDDs i cant even find at my local Best Buy. No touch screen like many Windows 8 PCs now enjoy. Having to reach behind the iMac to plug in an SD card or USB memory stick is downright awkward and backwards, bordering on the impossible at times. I have a 2011 iMac which I love, but may be my last iMac. Dell's latest 27 inch All in one, is pretty compelling. Hdmi in, Blu-Ray, touchscreen, are all there. Other PC makers offer you these extras too. No matter what Apple's ideals are, people still want these options in their PCs. Granted a lot of Apples sales are now iPads, but, there will always be a market for people who need and want the versatility and the power of a full blown PC. We still watch DVDs and Blu-rays. Many of us have capped internet plans, so steaming everything or downloading media is not an option. We still would like to use our huge 27 inch monitors for our Xbox's or PS3's(once an option on iMac's). Even on the MacPro side, expandability, has become limited to a mass of wires. Apple has lost its way for me. Apple keeps taking away options. iTunes is definitely one motivation for them. Make it dramatically easier to download something rather than just pop in a disc. I guess I'm part of the marketshare Apple is no longer interested in keeping. This is shortsighted. Android tablets are getting better and better with each passing year. iOS 7 just looks horrid on an iPad. So marketshare will shrink there too in time. I love OSX. I love iOS 6. The hardware is not enough to keep me buying anymore. Maybe Its just time to move back to Windows. SIGH....

Were do these people come from? The aliens from the Pacific Rim are more relatable.
post #38 of 276
Steve Ballmer makes last ditch attempt to keep his job.

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post #39 of 276
Originally Posted by wierdninja View Post
But, no DVD drive built in or even hope of Blu-ray.

 

Whoop de fricking frick. Stay in the naughties, then.

 
Thunderbolt ports with nothing to plug into it other than a couple of high priced HDDs i cant even find at my local Best Buy.

 

Also everything from every other port available, yeah.

 
No touch screen…

 

Are you a gorilla or a moron?

 
…enjoy.

 

AHAHAHAHAHAHAHAHA!

 
Having to reach behind the iMac to plug in an SD card or USB memory stick is downright awkward and backwards, bordering on the impossible at times.

 

How?

 
Dell's latest 27 inch All in one, is pretty compelling.

 

Enjoy your Schmidt.

 
We still would like to use our huge 27 inch monitors for our Xbox's or PS3's(once an option on iMac's). 

 

“huge”… “27”” for “gaming”? Are you sure you know what you’re talking about?

 
Apple keeps taking away options.

 

Sure they do.

 
I guess I'm part of the marketshare Apple is no longer interested in keeping. This is shortsighted. 

 

Yes, you’re part of the group of people who want to hold on to archaic technology and claim it’s the future. If we’re shortsighted, never sign me up for LASIK.

 
Android tablets are getting better and better with each passing year.

 

Thanks for the incorrect and terrible segue.

 
Maybe Its just time to move back to Windows. SIGH....

 

“Throw yourself in next time and rid us of your stupidity.”

 

Originally Posted by dillio View Post
Apple keeps their stuff expensive, and people buy less of them. 

 

Utter tripe and you know it.

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post #40 of 276
My experience with the estimates by both Gartner and IDC are that they consistently underestimate Apple's shipments across the board. I remember early this year, both said that the Mac's marketshare in the US was going up, but one said that Mac sales would drop about 6.5% and the other said 9% (I forget which said what), while PC sales would drop 11%.

Actually, that quarter Mac shipments rose 1%. That's a large error, and they repeat it almost every time.

That's no guarantee it will be wrong again, but it will be interesting to see what Apple says.

Of course, Apple did just update the iMac. And despite a few people here dissing it, they've gotten pretty good reviews. We have to remember that Haswell has little performance advantage over Ivy bridge. The major improvement is in power usage.

As for the lack of an optical drive, well, I can just say that I rarely use one. My daughter hardly uses one, and my wife hardly uses one. Polling friends, most hardly use one. That doesn't mean that everyone hardly uses one, but it does mean that if you really do want one, you can get on and out it on your desk. A wonderful solution? Maybe not for some, but pretty fine.
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