Mac market share drops in May, Apple revenue share up
According to the NPD Group, Apple’s market share where Mac computers are concerned continued its downward trend in May. Mac sales were down 3 percent YoY in May, while overall PC sales were up a substantial 12 percent. The NPD Group also noted that iPod sales were down a whopping 18 percent YoY last month. As Morgan Stanley’s Kathryn Huberty points out however, investors are hardly heading for the hills:
Perhaps most important, Apple’s mix of shipments improved significantly, with commercial shipments +25% MoM versus market growth of +1%. The higher ASP commercial shipments allowed Apple to outperform market revenue growth trends (despite losing unit market share) and could support higher margins in the June quarter.
Translation: Apple is still banking. Beyond Huberty’s assessment, a revised notebook line and lower prices revealed this month will likely help curtail the continued dip to some extent. As far as Apple’s overall performance in the coming months, let’s not forget a little thing called the iPhone 3G S that hits store shelves this Friday. While it might not be the upgrade many were hoping for, preliminary reports suggest that pre-orders are selling like Viagra in Florida — and sales likely won’t slow down any time soon.
Picked up the “new” 13″ MacBook Pro last night. Can’t say I’m regretting it yet.
Yeah, my notebook is crafted from a solid block of aluminum. You could say it’s pretty sturdy.
So Apple is still banking, and PC makers are super banking. I’ll be picking up a new 15″ laptop once Windows 7 is released.
I was eyeballing Macs when I was shopping for a new system a couple of weeks ago. The Macbooks look nice, but I just couldn’t see the need to fork over the extra $$ for a desktop system.
PC works just fine. I do need a new ipod touch though.
LOL @ “selling like Viagra in Florida”. Nice one.
Mac market share is down a little. PC makers are flooding the market with ‘below cost’ cheepo netbooks to gain market share. Is that a great way to make/lose money?
Get a Mac and be free of ‘accept or deny’ , viruses, etc.
I don’t believe we will see Mac’s market share increase much when it comes to computers unless they start taking a lower budget approach. If they continue to sell “high-end,” high priced computers, their market share will be stagnant and continue to drop since everyone who wants a mac probably already owns one and doesn’t need another.
who says they are below cost? Show me some facts or shut up.
Very rude Mark. Just read the journals.
netbooks
Ugh…
everyone except the ignorant knows not to buy anything from Apple in the month before WWDC
I bought an imac a few months ago
A total pleasure to use. A very refined product.
I’ll still look at the new Lenovo T400 laptop coming out with Windows 7.
Looking forward to a new ThinkPad with Windows 7 preloaded this fall myself
ditto – getting a brand new thinkpad when windows 7 hits. Best computers I’ve ever owned, and I can’t live without the red nub
Revenue up is more important than market share as you can tell from watching Nokia and Dell’s share price. Please let’s not have any more talk about Atom-powered netbooks. They’re the little cockroaches of normal laptops. You just want to stomp them, but they still keep coming back. Little under-powered critters only good for scavenging other’s droppings. I can’t wait for them to go away. Spray them with some Apple iTablet Raid.
Lulz, overpriced, overhyped Phailtops FTL
Lol, I rolled over the image and the image label reminded me of my liscence plates. Yea, I’m a Mac Geek and I have the plates to prove it.
http://is.gd/13Ycc
Snow Leopard with Exchange support built in is going to eat someone’s lunch.
Windows 7 will be the death nell of Apple.
Apple has no answer to the sub-$300 netbook either and it only has an iPod that makes phone calls whereas BlackBerrys have had multitasking OSs for years.
Apple have always been ovberpriced and under functioned and I hope that they will finally go away forever – soon.
Apple has overpriced products!I just got a nice acer laptop with 15inch screen for $360!!!
Not everyone can afford to spend a thousand dollars for a 13inch screen laptop!!!
The PC shipments being up are based on including the $200-$500 netbooks into the unit mix. I’d think that if you wanted a more accurate judgment you would need to include iPod Touches and iPhones into the mix as they have much of the same capability as the netbooks and Apple has said as much. Someone needs to define “PC unit shipments” better. To be a PC you need to have a screen larger than???? You must include a physical keyboard???? You must support a resolution greater than???
Historically price has been used to define the difference between micro computers, workstations, mini computers, and mainframes. Maybe that is the most accurate way still today? What ever the case, Apple shipment are much beter when you look at traditional laptops.
@Doug…I don’t think that would be right…seeing as in the end…it’s still a phone and MP3 player.
If that’s the case…Windows should add their smartphone shipments also. =\
And to the one who said revenue is better than market share. You’re right and wrong. Revenue is better stockholders and company. But for us (the ones who don’t see any monetary return) market share is more important. The more market share one has, the more that becomes the norm; default.
If Apple had just 40% market share, the capability, compatibility, and revenue would be higher than Mt. Kilimanjaro! LOL
And also…Apple has no viruses like Windows because…well…look at market share, LOL
You try to hack things to get information. When roughly 90% of computer users are using Windows…why would you waste your time trying to make hacks and viruses for the very very VERY minuscule user base of any other OS.
For the past few years, apple’s shares and sales are always down around this time, because people are waiting for the new models to come out … be it the iphone or laptops.
By the end of the summer and start of fall, we’re going to see articles about how sales are up and they are gaining market share … this happens every year.
With apple announce price cuts and the release of Snow Leopard with exchange support, we are probably going to see better sales numbers than usual.