Apple Silicon drives year of record-breaking Mac revenue

AppleInsiderAppleInsider
Posted:
in Current Mac Hardware edited October 2021
Apple's in-house chip designs are behind a renaissance for Mac, with M1-powered hardware like MacBook Pro leading the way in a year of consecutive quarterly revenue records for the hardware category.

Mac Revenue


During Apple's quarterly earnings conference call for the fourth fiscal quarter of 2021, CFO Luca Maestri said Mac's trailing five quarters have been the line's best. Apple Silicon played an integral role in that success.

For the fourth quarter, Mac generated $9.1 billion in revenue for Apple, up 1.6% year-over-year. Maestri credited the performance to strong demand for the MacBook Air.

Apple debuted the first M1 Macs in November 2020, introducing revamped versions of the 13-inch MacBook Pro, MacBook Air and Mac mini. The 24-inch iMac transitioned to Apple Silicon in April of this year and was followed this month by redesigned 14- and 16-inch MacBook Pro models packing next-generation M1 Pro and M1 Pro Max chips.

Just prior to the release of its first batch of Apple Silicon Macs, Apple set an all-time record for Mac revenue in the fourth quarter of 2020. The segment rose dramatically to $9 billion for the three-month period ending in September of that year, up from $6.99 billion in 2019. Mac revenue has maintained momentum over the past year, bucking the usual seasonal declines and powering through supply chain woes.

Sales revenue hit $8.67 billion in the first quarter of 2021, $9.1 billion in the second and $8.2 billion in the third. The most recent quarter's performance holds the line and ekes out an all-time high for Apple's computer lineup.

Looking ahead, Apple anticipates supply chain constraints will have a bigger impact on overall earnings going into the first quarter of 2022, but expects revenue to rise across all product categories aside from iPad. The company's tablet line is predicted to face severe headwinds from component shortages.

If current stock-outs of the new 14- and 16-inch MacBook Pros are any indication of segment strength, however, Mac is in for another record quarter.

Read on AppleInsider

Comments

  • Reply 1 of 8
    waveparticlewaveparticle Posts: 1,497member
    What is the outlook for MBP this quarter in CC? 
  • Reply 2 of 8
    mobirdmobird Posts: 759member
    They better make sure they have plenty of all necessary components, make that extra plenty of them, when they announce the Mac mini+ PRO!!
    watto_cobra
  • Reply 3 of 8
    JWSCJWSC Posts: 1,203member
    Where is my 27-30” iMac with M1 Max?  Where, where, where is my … precious?
    davgreg6transistor_2_iphone
  • Reply 4 of 8
    frantisekfrantisek Posts: 761member
    Possible chip shortages are probable reason why only Macbooks were updated and not Mini. iMacs were not expected.
    watto_cobra
  • Reply 5 of 8
    6transistor_2_iphone6transistor_2_iphone Posts: 6member
    JWSC said:
    Where is my 27-30” iMac with M1 Max?  Where, where, where is my … precious?
    Same here.  Trying to hold out but may just go ahead and get the 2020 Intel Mac.  At least it'll match the 2014 iMac next to it on the desk that just became obsolete for the latest OS.  
    Otherwise hope the next iMacs aren't colored plastic.
  • Reply 6 of 8
    blastdoorblastdoor Posts: 3,580member
    Well it’s pretty clear why intel is spooked. 

    Right now intel’s best argument by far is that windows is a better platform for AAA games than the Mac. That is true and it almost surely stops many people from switching.

    Instead of making a tv show about a computer game studio, maybe apple should make a computer game studio. The only reason not to is out of pity for intel  
    muthuk_vanalingamwatto_cobra
  • Reply 7 of 8
    mpantonempantone Posts: 2,255member
    waveparticle said:
    What is the outlook for MBP this quarter in CC? 
    Apple did not provide guidance. They haven't since the pandemic started.

    Apple does not make specific comments about models. Remember that they stopped providing unit shipment numbers a while ago.

    Even when they did, they reported Mac sales as a combined unit total across all product family lines; they did not break down by product categories (e.g., desktops, notebooks), product family (e.g., MacBook Air or iMac) nor by individual model.
    watto_cobra
  • Reply 8 of 8
    blastdoorblastdoor Posts: 3,580member
    mpantone said:
    waveparticle said:
    What is the outlook for MBP this quarter in CC? 
    Apple did not provide guidance. They haven't since the pandemic started.

    Apple does not make specific comments about models. Remember that they stopped providing unit shipment numbers a while ago.

    Even when they did, they reported Mac sales as a combined unit total across all product family lines; they did not break down by product categories (e.g., desktops, notebooks), product family (e.g., MacBook Air or iMac) nor by individual model.
    In olden days apple always provided lots of specifics about Mac sales and revenue, by model and by region. It was super informative and really showed how big the margin of error is on third party estimates. I understand why apple stopped doing this, but I miss it
    FileMakerFellerwatto_cobra
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