Apple shipped seven million Macs despite market drop in 2022

AppleInsider

Global PC shipments fell 27.8% in quarter four of 2022, but Apple weathered the market plunge with only a minor decline.

M2 MacBook Air

Macroeconomic headwinds such as increasing inflation and low consumer demand contributed to the drop down to 65.2 million PC units, according to analysis from Counterpoint Research seen by AppleInsider.

Total PC shipments in 2022 were at 286 million units and declined 15% year-over-year in the entire year of 2022. Analysts also forecast soft demand in the first half of 2023 and don't expect to see annual shipment growth for the new year.

Record year-over-year shipment decline in Q4 2022. Source: Counterpoint Research

Lenovo led the market in quarter four of 2022, but its share of 23.7% remained flat. Its shipments declined 17% year-over-year, although analysts expect the company's decline to recover due to a revival of consumer demand from China in 2023.

In the second place, shipments from HP dropped 29% year-over-year, and the company had a market share of 20.3%. However, it was the only company to report positive sequential shipment growth in quarter four and is expected to recover in 2023.

Dell's 16.7% market share was the lowest in the past seven quarters, mainly due to lower demand from the enterprise market. Analysts don't expect the company to see rapid pick-up for its commercial models in 2023, which is vital if Dell wants to narrow the market share gap with HP.

Worldwide PC shipments in Q4 2022. Source: Counterpoint Research

Apple had a slight 3% decline year-over-year in PC shipments in quarter four and gained market share at the expense of x86-based vendors. This is not entirely unexpected, as Apple had no new Mac models for the Christmas season, as it did in 2021 and most other years prior.

Nevertheless, the company recorded a double-digit share in the second half of 2022 and 9.4% in the entire year.

The Arm-based Apple Silicon Macs helped Apple, and it released the updated M2 chip in 2022 inside the 13-inch MacBook Pro and MacBook Air. As a result, Apple shipped seven million Macs in quarter four of 2022, compared to 7.2 million in quarter four of 2021.

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danox

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

Xed

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

muthuk_vanalingam

Xed said:

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

He meant not just Mac Pro, but bigger screen iMac as well.

lkrupp

muthuk_vanalingam said:

Xed said:

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

He meant not just Mac Pro, but bigger screen iMac as well.

Nope. With the new Mini and the new displays coming the big screen iMac has no market. That gap has been filled. The 24” iMac is now the consumer level iMac, period.

tht

Hmm, there's room for another quarter of 30 to 40% QonQ losses, for Q1 2023, in order to reach that pre-pandemic Q1 2020 where PC sales were at about 55m units. May or may not get there, but the post-pandemic bust is not quite over yet. Maybe another couple of quarters, or a year, before pandemic PCs start to be replaced, and sales start to pick up.

danox

lkrupp said:

muthuk_vanalingam said:

Xed said:

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

He meant not just Mac Pro, but bigger screen iMac as well.

Nope. With the new Mini and the new displays coming the big screen iMac has no market. That gap has been filled. The 24” iMac is now the consumer level iMac, period.

Can’t sell what you don’t make, the biggest mistake Apple made, upon the introduction of the silicon chips was not offering the full range of Mac computer form factors at the introduction of the M1 chips, by holding back, Apple has left the millions on the table.

danox

Xed said:

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

Can’t sell what you don’t make just that simple, whenever the new Mac Pro comes out, if Apple upon its introduction doesn’t have a regular release schedule, it really will be the end of the Mac Pro in it’s entirety, Apple will just be pigeonholed into making small screen laptops, iPads and little itty-bitty 24 inch screen iMac’s, with the Max Headroom Mac added in at a whopping $5400 dollars without a monitor, and that’s the cheap mid level system.

Who knew when Apple was making Intel-based Mac computers? I thought it was Intel that was F’ing up, but Apple despite using their own silicon chips is having the same problems as before.

Xed

danox said:

Xed said:

danox said:

Imagine if Apple had designed and released more form factors, a bigger screen iMac, the mythical Mac Pro they probably would have been 3% ahead, instead of 3% behind, but even with a tough market, Apple over the next 12 months will out perform PC market, because they offer something unique that people want to buy.

You think they would've sold 400,000 of these Mac Pros in 3 months? You'll have to explain yourself on that one.

Can’t sell what you don’t make just that simple, whenever the new Mac Pro comes out, if Apple upon its introduction doesn’t have a regular release schedule, it really will be the end of the Mac Pro in it’s entirety, Apple will just be pigeonholed into making small screen laptops, iPads and little itty-bitty 24 inch screen iMac’s, with the Max Headroom Mac added in at a whopping $5400 dollars without a monitor, and that’s the cheap mid level system.

Who knew when Apple was making Intel-based Mac computers? I thought it was Intel that was F’ing up, but Apple despite using their own silicon chips is having the same problems as before.

1) You sure make a lot of assumptions without a single shred of evidence or even a decent hypothesis on how Apple could sell another 400k Macs at profit. I say at profit.

2) Intel had been dropping the ball for a very long time. That's why Apple Silicon was besting Intel chips in performance in iDevices  long before they moved it to the Mac. If you think trouncing Intel in performance-per-watt with an ever increasing lead is Apple faltering and Intel succeeding then I don't know what to say to make you understand why M-series Macs were both a welcome and long overdue upgrade.

3) WTF is this repeated "Can’t sell what you don’t make" argument. Because Apple doesn't make a specific xMac that you want so you're decided it would sell 400k units? Geez! Some people have an ego, but at least try to earn that position by having success before you claim Apple has no idea what they're doing.