I can't get choked up over a mild, temporary, better than industry decline in Mac numbers.
The new MBPs will kick it up, and while I would have liked a retina MBA I can understand the emphasis on battery life. I even have a sick fantasy of getting a new Mac Pro and 4K display that I just don't need.
Apple has the remainders of the profitable consumer market wrapped up, and time will tell on the Mac Pro. I don't like Apple's extended lull in products, but to the extent there is a future in Macs I feel comfortable with their direction.
Apple's positioning as a 'premium' brand means they will continue to loose marketshare as the traditional desktop/laptop market declines. Also, they only recently updated the MacBook Air so this will have little impact on Q2 and they've not upgraded the MacBook Pro or Mac Pro in a while. Fortunately, Apple is still dominant in Smartphones and Tablets, an enviable position that the likes of HP, Dell, and Lenovo wish they had...
In its latest quarterly report, market research firm Gartner said PC shipments slid 11 percent worldwide for the second quarter of 2013, continuing the longest decline in the market's history.
During the April to June period, worldwide PC shipments dropped to 76 million units from the same period last year, a decline of 10.9 percent and the fifth consecutive quarter of decline.
According to the firm's statistics, all regions showed decline year-over-year, with the Asia/Pacific region seeing five consecutive negative quarters, while the Europe/Middle East/Asia (EMEA) market tallied its second quarter double-digit fall.
?We are seeing the PC market reduction directly tied to the shrinking installed base of PCs, as inexpensive tablets displace the low-end machines used primarily for consumption in mature and developed markets,? said prniciap Gartner analyst Mikako Kitagawa. ?In emerging markets, inexpensive tablets have become the first computing device for many people, who at best are deferring the purchase of a PC. This is also accounting for the collapse of the mini notebook market.?
Meanwhile at Microsoft Uncle Fester will be shuffling the deck chairs tomorrow... stay tuned to the program titled, "Men Overboard." Uncle Fester will chum the water in the morning and feed several VPs to the sharks mid-afternoon... who will they be... who will they be...? The only one with guaranteed job security tomorrow is Monkey Boy himself. At least everyone at Microsoft got a new Surface RT to take home last Winter and a dead-end phone running Win 7 the year before.
yeah, we just set up a few IdeaPad U310 (13, i5) and our staff went crazy for them... nice little laptop. Now we testing the ThinkPad 2 for sales people - Lenovo making good stuff.
I'm sure your staff was happy to use something newer than their Radio Shack TRS80s... Giving them Macs may have killed some...better to have dialed it back some.
While Apple's market share slipped from 12% to 11.6%, those percentages are still some of the highest percentages Apple held ever had in the computer market.
While the article didn't mention it, I think Apple's strongest computer segment of the US market is in its Laptop Computer sales... even if the laptop spends most of its life running Windows.
I'm sure your staff was happy to use something newer than their Radio Shack TRS80s... Giving them Macs may have killed some...better to have dialed it back some.
Ugh, don't be so obtuse. Why is a smart alec response always required when someone expresses interest in a device other than what is manufactured by Apple.
The key thing here is that Apple sells and makes a healthy profit on tablets. No-one else does. Apple has a pretty good plan B. Microsoft's 90s and 00s dominance robbed the rest of any chance of making a plan B. This is great news for Apple's future, and very bad news for the rest of the industry's.
Whichever way I do it, I can't mathematically reproduce that 4.3%.
Could someone either correct the article or correct Gartner please?
Part of the problem is that the tables only list numbers to the nearest 0.1%. I believe they use greater precision when doing the calculations.
Of course, that also points out another error. Every single figure has an error margin involved and the changes appear to be well within the error margin, so there's really no measurable change for Apple. And even that doesn't consider the gross errors that occur in something like this - look at the differences between Gartner and IDC results over the past few years, for example.
Whichever way I do it, I can't mathematically reproduce that 4.3%.
Could someone either correct the article or correct Gartner please?
Here's my guess: A 4.3% decline on 1.8 million units shipped translates to a reduction of 77,000. That can easily be rounded off to the 0.1 million decline cited in the chart.
I wonder what happens if you add iPad sales? As for MS, businesses upgrade every three years. More WinOS sales to them.
Not necessarily for WinOS sales - sure they still sell the licenses, but most enterprises and SMEs are still either using XP, or just barely migrating to Windows 7. In fact, I daresay you see more migrations from Server 2003 to 2008 than anything else, OS-wise (note that I intentionally didn't say Server 2010 or 2012...)
Now sales of licenses for SQL Server, Exchange, Dynamics (CRM/AX/NAV/Whatever), Sharepoint, and suchlike? That's where they're really raking in the money.
Here's my guess: A 4.3% decline on 1.8 million units shipped translates to a reduction of 77,000. That can easily be rounded off to the 0.1 million decline cited in the chart.
They have to be basing the growth percentage variations on the difference in the units shipped because the bottom chart shows a marketshare increase of 0.1% but a growth decrease of 0.5%. Rounding to the nearest 100k will mean the percentages look off by as much as 5% relative to the rounded shipped units.
These are also estimates and not Apple's numbers. Apple's Fiscal Q3 2013 report that shows Calendar Q2 2013 sales doesn't arrive until July 23rd.
The Gartner data also includes x86 Windows tablets as PCs. I doubt they've sold that many but that's eventually going to skew these results unfairly because the iPad will compete on some level with those. Same deal with x86 Chromebooks, which are less functional than tablets.
Comments
I can't get choked up over a mild, temporary, better than industry decline in Mac numbers.
The new MBPs will kick it up, and while I would have liked a retina MBA I can understand the emphasis on battery life. I even have a sick fantasy of getting a new Mac Pro and 4K display that I just don't need.
Apple has the remainders of the profitable consumer market wrapped up, and time will tell on the Mac Pro. I don't like Apple's extended lull in products, but to the extent there is a future in Macs I feel comfortable with their direction.
Quote:
Originally Posted by AppleInsider
In its latest quarterly report, market research firm Gartner said PC shipments slid 11 percent worldwide for the second quarter of 2013, continuing the longest decline in the market's history.
During the April to June period, worldwide PC shipments dropped to 76 million units from the same period last year, a decline of 10.9 percent and the fifth consecutive quarter of decline.
According to the firm's statistics, all regions showed decline year-over-year, with the Asia/Pacific region seeing five consecutive negative quarters, while the Europe/Middle East/Asia (EMEA) market tallied its second quarter double-digit fall.
?We are seeing the PC market reduction directly tied to the shrinking installed base of PCs, as inexpensive tablets displace the low-end machines used primarily for consumption in mature and developed markets,? said prniciap Gartner analyst Mikako Kitagawa. ?In emerging markets, inexpensive tablets have become the first computing device for many people, who at best are deferring the purchase of a PC. This is also accounting for the collapse of the mini notebook market.?
Meanwhile at Microsoft Uncle Fester will be shuffling the deck chairs tomorrow... stay tuned to the program titled, "Men Overboard." Uncle Fester will chum the water in the morning and feed several VPs to the sharks mid-afternoon... who will they be... who will they be...? The only one with guaranteed job security tomorrow is Monkey Boy himself. At least everyone at Microsoft got a new Surface RT to take home last Winter and a dead-end phone running Win 7 the year before.
Quote:
Originally Posted by agramonte
yeah, we just set up a few IdeaPad U310 (13, i5) and our staff went crazy for them... nice little laptop. Now we testing the ThinkPad 2 for sales people - Lenovo making good stuff.
I'm sure your staff was happy to use something newer than their Radio Shack TRS80s... Giving them Macs may have killed some...better to have dialed it back some.
While Apple's market share slipped from 12% to 11.6%, those percentages are still some of the highest percentages Apple held ever had in the computer market.
While the article didn't mention it, I think Apple's strongest computer segment of the US market is in its Laptop Computer sales... even if the laptop spends most of its life running Windows.
Quote:
Originally Posted by Macky the Macky
I'm sure your staff was happy to use something newer than their Radio Shack TRS80s... Giving them Macs may have killed some...better to have dialed it back some.
Ugh, don't be so obtuse. Why is a smart alec response always required when someone expresses interest in a device other than what is manufactured by Apple.
Whichever way I do it, I can't mathematically reproduce that 4.3%.
Could someone either correct the article or correct Gartner please?
Quote:
Originally Posted by AppleInsider
Research firm IDC has also released its own estimates for the U.S. PC market, and they are a bit different than Gartner's.
Actually, put them next to each other, and they're remarkably the same for the top sellers (see below).
It's the different numbers for "Others" and for last year, that cause the difference in "growth percentages".
Part of the problem is that the tables only list numbers to the nearest 0.1%. I believe they use greater precision when doing the calculations.
Of course, that also points out another error. Every single figure has an error margin involved and the changes appear to be well within the error margin, so there's really no measurable change for Apple. And even that doesn't consider the gross errors that occur in something like this - look at the differences between Gartner and IDC results over the past few years, for example.
GIGO.
Quote:
Originally Posted by CogitoDexter
Whichever way I do it, I can't mathematically reproduce that 4.3%.
Could someone either correct the article or correct Gartner please?
Here's my guess: A 4.3% decline on 1.8 million units shipped translates to a reduction of 77,000. That can easily be rounded off to the 0.1 million decline cited in the chart.
Quote:
Originally Posted by jungmark
I wonder what happens if you add iPad sales? As for MS, businesses upgrade every three years. More WinOS sales to them.
Not necessarily for WinOS sales - sure they still sell the licenses, but most enterprises and SMEs are still either using XP, or just barely migrating to Windows 7. In fact, I daresay you see more migrations from Server 2003 to 2008 than anything else, OS-wise (note that I intentionally didn't say Server 2010 or 2012...)
Now sales of licenses for SQL Server, Exchange, Dynamics (CRM/AX/NAV/Whatever), Sharepoint, and suchlike? That's where they're really raking in the money.
They have to be basing the growth percentage variations on the difference in the units shipped because the bottom chart shows a marketshare increase of 0.1% but a growth decrease of 0.5%. Rounding to the nearest 100k will mean the percentages look off by as much as 5% relative to the rounded shipped units.
These are also estimates and not Apple's numbers. Apple's Fiscal Q3 2013 report that shows Calendar Q2 2013 sales doesn't arrive until July 23rd.
The Gartner data also includes x86 Windows tablets as PCs. I doubt they've sold that many but that's eventually going to skew these results unfairly because the iPad will compete on some level with those. Same deal with x86 Chromebooks, which are less functional than tablets.