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MacRumors
Mar 1, 2007, 01:23 PM
http://www.macrumors.com/images/macrumorsthreadlogo.gif (http://www.macrumors.com)

According to Pacific Crest Securities (reported by AppleInsider (http://www.appleinsider.com/article.php?id=2535)), Mac sales grew over 100% year over year during the month of January.

The firm based its numbers on recent NPD data which had implied that "year-over-year growth in Mac unit sales accelerated in January to 101 percent, up from 55 percent in December." More specifically, Mac notebook sales jumped 194% year over year in January.

Additionally, the average selling price (ASP) for Macs appears to be increasing, which consequently is increasing revenues for Apple.

"Mac ASPs grew 4 percent in January on a year-over-year basis and 1 percent sequentially," wrote analyst Andy Hargreaves. "Apple's ability to maintain stable ASPs is a strong indicator of its brand equity and consumer demand, in our view."

While the numbers are hardly official, Hargreaves did note that over the past eight quarters, the first month of NPD data has been between 7% and 9% of Apple's reported quarterly Mac unit sales. Apple's last official quarterly earnings (http://www.macrumors.com/2007/01/17/apple-posts-1-billion-in-profit-1q-2007-and-financial-call-notes/) showed 28 percent growth in Mac sales.



mattscott306
Mar 1, 2007, 01:23 PM
Wow, mac grew in the face of vista, surprise surprise.
This does equate to market share increases right?

longofest
Mar 1, 2007, 01:25 PM
Wow, mac grew in the face of vista, surprise surprise.
This does equate to market share increases right?

Assuming the market didn't also grow at a rate of over 100%, then yes.

whooleytoo
Mar 1, 2007, 01:26 PM
If true, those are some very impressive figures with a major OS release pending! You'd have expected a dip as people delayed their Mac purchase until 10.5 is released.

mattscott306
Mar 1, 2007, 01:29 PM
If true, those are some very impressive figures with a major OS release pending! You'd have expected a dip as people delayed their Mac purchase until 10.5 is released.

I wonder if most of it happened after macworld, when people realized it'll probably be a few more months till anything major came out.

twoodcc
Mar 1, 2007, 01:30 PM
If true, those are some very impressive figures with a major OS release pending! You'd have expected a dip as people delayed their Mac purchase until 10.5 is released.

yeah you're right.

wow, that is some amazing numbers! i hope they continue to rise, but i think the ASPs should decrease some though

bearbo
Mar 1, 2007, 01:32 PM
and those nice revenue from mac purchase, will mostly go right into the R&D for iphone, ipod, :apple: TV, etc etc... there aren't gonna be much left for mac R&D:mad: :(

zero2dash
Mar 1, 2007, 01:34 PM
Wow, great news for Apple.
While their prices are more than those of Windows PCs, obviously that's not scaring off people who (obviously) would rather start learning an OS from scratch than deal with Windows Vista and that's shocking in itself.

I can't wait to buy a Mac at home myself again...:D
WTF was Microsoft thinking with redesigning Vista and Office 2007 and abandoning the old look and feel of both? I'd love to be a fly on the wall in Redmond lately...:rolleyes:

BengalDuck
Mar 1, 2007, 01:34 PM
and those nice revenue from mac purchase, will mostly go right into the R&D for iphone, ipod, :apple: TV, etc etc... there aren't gonna be much left for mac R&D:mad: :(


Sounds like the guy who would kill their own children because, hey, they're gonna die someday right? :eek: (That sounds much harsher than simply saying you're a glass is half-empty kinda guy, but it's conveying the same point).

Rocketman
Mar 1, 2007, 01:38 PM
The day before yesterday I issued a BUY on Apple stock. On the wierd market blip yesterday AAPL was down some 2% or so.

Today it is up over 4% and will get an added blip on this news.

Accumulate.

Rocketman

mattscott306
Mar 1, 2007, 01:38 PM
Sounds like the guy who would kill their own children because, hey, they're gonna die someday right? :eek: (That sounds much harsher than simply saying you're a glass is half-empty kinda guy, but it's conveying the same point).

Woa, I think there is going to be a demand for Macs for quite a while. I mean, using that aditude, why even research anything, something better will always come up.

danielwsmithee
Mar 1, 2007, 01:48 PM
Two things caused this massive increase in sales in my mind.

1) Vista, many people saw they were going to need a new computer anyways so why not look at other options.

2) After Christmas returns. I have a good friend that works at an Apple store. One of the things she has noticed is in January they got a lot of people buying MacBooks/MacBook Pros that had been given a PC for christmas. Many people returned the crappy PC and added some money of their own and got a Mac. I heard of one person who had returned 4 seperate PCs because she was so frustrated by all the installed adware. Finally someone suggested a Mac.

puuukeey
Mar 1, 2007, 01:53 PM
can anyone compare this to computer sales in general? I bet we wooped everyone else ass in growth

TAKE THAT EVERYONE ELSE

siurpeeman
Mar 1, 2007, 01:55 PM
You'd have expected a dip as people delayed their Mac purchase until 10.5 is released.

i'd imagine the sales growth to be largely responsible by first time mac users (switchers) who are mostly unaware of leopard's impending release.

Rocketman
Mar 1, 2007, 01:59 PM
can anyone compare this to computer sales in general? I bet we wooped everyone else ass in growth

TAKE THAT EVERYONE ELSE

The Apple party line is sales growth is over 4x comparable sellers.

This report might substantially increase that.

It is clearly good news, if nothing else.

Apple notably also has substantially higher profit margins, so if you are a stock investor, the prospects for growth are also higher.

Rocketman

Maccus Aurelius
Mar 1, 2007, 02:18 PM
Well this should be reassurance that Apple will not likely abandon the Mac, though I wish they would abandon those now hackneyed commercials.

I'm not surprised by the boost in sales for the notebooks. They're very slick pieces of machinery and oh so desirable. The appeal they draw despite the serious issues of the first wave (I myself was a victim of macbook RSD), is amazing.

People can say what they want, but it isn't this "reality distortion field" that gets people to buy them. I've seen people sit there and oggle at the iMacs and macbooks in the Apple stores here and suddenly scoop them up. A friend of mine who works for Apple says that many that he's sold to people were to those that have never actually owned one before, but were impressed by the look and feel of the whole thing. I'll bet that most of those people out there that say the computers are inferior and cheaply built don't consider the fact that they also have the lowest rate of returns. This is sure to keep Apple on the Mac, and keep me very happy indeed. :D

Edit: I think it's weird that people put negatives for stories that don't seem to have any negative aspects at all. If Apple accidentally cured cancer, someone would put a negative for that too!

princealfie
Mar 1, 2007, 02:20 PM
Vista caused it! :p

Maccus Aurelius
Mar 1, 2007, 02:23 PM
Yo Alfie. waddup. Gimme the laptop with the broken HD since you refuse to give me the Pismo!

Phobophobia
Mar 1, 2007, 02:46 PM
This is awesome news, I can't wait to see what Apple has in store for us regarding computers.

rweidmann
Mar 1, 2007, 02:53 PM
clearly Apple is growing fast. However we should not forget that Apple announced the MacBook Pro last january but didn't ship it until later. This means last january sales were probably pretty dismal. Still impressive growth.

Maccus Aurelius
Mar 1, 2007, 02:55 PM
Yeah, I hope Apple doesn't start with this "Inc means we make microwaves" sort of mentality. I'd hate for them to stretch out to so many other types of devices. Heck, I was still a bit skeptical about their cell phone, and still am actually. Their ATV is a touchy issue still as well.

The only tried and true product lines that they have are the Macs and iPods. I think they should always maintain focus and new ideas on these two categories since these are the places they've always had the most recognition from. I'd hate to suddenly see an apple branded school calculator or something.

bigandy
Mar 1, 2007, 02:59 PM
very good :)

i'm responsible for two of those purchases though, and i've converted a few friends over :D ;)

mattscott306
Mar 1, 2007, 03:03 PM
Yeah, I hope Apple doesn't start with this "Inc means we make microwaves" sort of mentality. I'd hate for them to stretch out to so many other types of devices. Heck, I was still a bit skeptical about their cell phone, and still am actually. Their ATV is a touchy issue still as well.

The only tried and true product lines that they have are the Macs and iPods. I think they should always maintain focus and new ideas on these two categories since these are the places they've always had the most recognition from. I'd hate to suddenly see an apple branded school calculator or something.

Yeah, but the same thing was said about then iPod when it came out. As long as apple keeps putting out quality products, I'll keep my faith in them. Even if they screw up once or twice (quicktake anyone) I'll still see the silver lining.

dontmatter
Mar 1, 2007, 03:10 PM
That much better then december? Nothing was released this january (was something last year?), it's the weak after christmas quarter, I absolutely don't buy those numbers. I'd believe numbers of significant growth, but 100% is just too much. This january was overall weak on durable goods, too. I'd love to believe it, but I just can't.

plinden
Mar 1, 2007, 03:16 PM
PC sales were up 67% over 2006 in the week following the release of Vista - http://www.twice.com/article/CA6418079.html?industryid=23098

SeanMcg
Mar 1, 2007, 03:17 PM
How is that ASP calculated? Does the higher selling price mean people upgraded memory and hard drives, or bought accessories or AppleCare at the same time?

Queso
Mar 1, 2007, 03:17 PM
If this is true, it's down to Microsoft's Vista marketing, which is hilarious when you think about it. Microsoft have spent a fortune advertising Vista, so much that every newspaper and TV news programme has covered it, all mentioning at some point that "Vista is playing catchup with Apple's Mac OSX".

So consumers have been bombarded by talk of Macs and their superiority, and Microsoft have footed the bill. Brilliant :D

jonharris200
Mar 1, 2007, 03:27 PM
Lovely news.

gco212
Mar 1, 2007, 03:34 PM
Does anyone remember what the Mac sales in January last year in that Year over Year. I just know this was in the midst of the Intel transition, so sales weren't where they would have been otherwise (though I think the year over year was still positive).

shawnce
Mar 1, 2007, 03:45 PM
and those nice revenue from mac purchase, will mostly go right into the R&D for iphone, ipod, :apple: TV, etc etc... there aren't gonna be much left for mac R&D:mad: :( What are you smoking? Apple is spending lots of cash on Macintosh and Mac OS X R&D. Don't worry...

plinden
Mar 1, 2007, 03:48 PM
Does anyone remember what the Mac sales in January last year in that Year over Year. I just know this was in the midst of the Intel transition, so sales weren't where they would have been otherwise (though I think the year over year was still positive).

The sales figures are never quoted per month, only quarterly. There was a dip from 1.25m in Q4 2005 to 1.1m in Q1 2006 - http://www.systemshootouts.org/mac_sales.html

In five of the previous seven years there was a dip in sales in Q1 compared to the previous Q4 and only a small rise the other two years. So if there is a large jump in sales this quarter, it goes against the normal pattern. A 100% increase, if it occurs throughout the quarter, would mean 2.2m sales this quarter.

Nice as that sounds, I'm one of the skeptics.

Edit: the next financial reports, which always includes the real sales figures, will be mid-April.

psxndc
Mar 1, 2007, 04:24 PM
I'm curious what their overall marketshare is. Further, what is the tipping point where EVERYone starts buying macs?

-p-

Queso
Mar 1, 2007, 04:57 PM
I'm curious what their overall marketshare is. Further, what is the tipping point where EVERYone starts buying macs?

-p-
That tipping point will never come, but it's not really about everyone using Macs. If enough people buy Macs (~10% I think), the Web and all sorts of software will very quickly start to go open standards rather than using Microsoft proprietary technologies that only work in Windows. Finally it won't matter which OS you use, you'll have real choice. Microsoft aren't going to disappear but they'll actually have to start working to keep their customers as Apple have to now, and Linux will become a real possibility for businesses.

If you think what happened to Intel when AMD came along, there was this sudden rush of advancement, which AMD then rushed to match and surpass. Imagine if that happens in software too.

eric_n_dfw
Mar 1, 2007, 05:05 PM
Probably a lot of people like me, who were waiting for MW'07 to see if new machines would be released. There weren't any so I went ahead and bought the MBP that I'd been eying for a while now.

Cult Follower
Mar 1, 2007, 05:26 PM
This is really great for Apple, but it is kinda sad that our once exclusive group is moving to the mainstream. Macs are losing their uniqueness.

MacsAttack
Mar 1, 2007, 06:19 PM
PC sales were up 67% over 2006 in the week following the release of Vista - http://www.twice.com/article/CA6418079.html?industryid=23098

Which is actually quite bad when you consider...

1. This is a period of low sales post-holiday season.

2. Everybody was "supposed" to be waiting for Vista, but those numbers say that they have decided not to bite.

67% of a small number is still a small number :D

J Radical
Mar 1, 2007, 06:22 PM
This is really great for Apple, but it is kinda sad that our once exclusive group is moving to the mainstream. Macs are losing their uniqueness.

I hate that.

I've always admired Apple's cult status, and am myself easily drawn into it all. But at the end of the day Apple is a global business, their only interest in you is your money.

Steve Jobs is the only unique thing about Macs/Apple, his hippy values have a huge impact on the products they make and we all enjoy using, but don't ever forget that his first priority is the shareholders.

Anyway, good for Apple, it shouldn't surprise anyone considering just how good the macbook product line is. When will they reach 5%?


Edit: Looking at your name, I take it you were being ironic! Oh well, hard to tell around here sometimes.

winstano
Mar 1, 2007, 06:45 PM
Anyway, good for Apple, it shouldn't surprise anyone considering just how good the macbook product line is. When will they reach 5%?

The Apple notebook market share is somewhere near 12% (from what I recall... The keynote from WWDC last year said it was at 12%, I wouldn't be surprised if it's grown since then...

audiored
Mar 1, 2007, 06:48 PM
I bought my 1st ever Mac in January. =)

Lucy Brown
Mar 1, 2007, 07:16 PM
This is really great for Apple, but it is kinda sad that our once exclusive group is moving to the mainstream. Macs are losing their uniqueness.

Unfortunately they have to grow to survive.

surferfromuk
Mar 1, 2007, 07:26 PM
100 million Ipod owners already know first hand how great Apple products are.
In two years time add another 100million + 20-30 million iPhone users + 20-50million existing mac users and you have approaching 300 million potential mac buyers...at this point the rest of the world is going to go 'hey what's this 'mac' thing ?' and WHOOSH - snowball...exponential growth...

Amazing...:)

gkarris
Mar 1, 2007, 07:32 PM
"You are about to buy a Macintosh that is easier to use, beautifully designed, bundled with excellent programs, and no worries of viruses or being immediately outdated..

Deny or allow..."

:)

CJD2112
Mar 1, 2007, 08:25 PM
Unfortunately they have to grow to survive.

Where should the cut off of old and new Mac'ers fall? ;)

... we should start our own group. :apple:

DMann
Mar 1, 2007, 09:04 PM
Yo Alfie. waddup. Gimme the laptop with the broken HD since you refuse to give me the Pismo!

Vista's debut certainly didn't hurt:D

DMann
Mar 1, 2007, 09:08 PM
What are you smoking? Apple is spending lots of cash on Macintosh and Mac OS X R&D. Don't worry...

Actually, they spending more now than the last two years combined...

seashellz2
Mar 1, 2007, 09:11 PM
>> You'd have expected a dip as people delayed their Mac purchase until 10.5 is released.
__________________
Not to mention the thousands of
Adobe fans waiting for a Uni CS3

Tehy
Mar 2, 2007, 12:09 AM
Good work Apple :)

MacFly123
Mar 2, 2007, 01:09 AM
very good :)

i'm responsible for two of those purchases though, and i've converted a few friends over :D ;)

Not that its a competition, but people like us should get comission from Apple ;) hehe. I have converted 12 indivuals that would have otherwise for sure gotten PCs and get this....my entire company where I work is now switching the whole company over to Macs because of me :) I swear I'm not exagerating. I'v never been happier :) That makes a total with my work of about litterally 60 "Switchers" that would not have joined the Apple family otherwise!

Anybody else had success stories like this? I'd love to hear! :) I genuinely get happy and excited when people switch hehe!

MacFly123
Mar 2, 2007, 01:13 AM
If this is true, it's down to Microsoft's Vista marketing, which is hilarious when you think about it. Microsoft have spent a fortune advertising Vista, so much that every newspaper and TV news programme has covered it, all mentioning at some point that "Vista is playing catchup with Apple's Mac OSX".

So consumers have been bombarded by talk of Macs and their superiority, and Microsoft have footed the bill. Brilliant :D

I think your totally right on this :) Its awesome hehe

Evangelion
Mar 2, 2007, 02:09 AM
and those nice revenue from mac purchase, will mostly go right into the R&D for iphone, ipod, :apple: TV, etc etc... there aren't gonna be much left for mac R&D:mad: :(

Read my sig. After you have read it, ponder this for a while: In the PPC-era, Mac was stagant. Improvements were few and far between, you were lucky to get few more megaherz our of the CPU, while it was still crippled by that uber-slow 166Mhz bus. Today Apple has just finished a major architecture-transition in ahead of schedule. The machines have been constantly upgraded, with performance going up, new features being added and prices coming down, and new versions of the key pieces of software are on their way.

And we still have whiners. It just boggles the mind.

Evangelion
Mar 2, 2007, 02:13 AM
I'm curious what their overall marketshare is. Further, what is the tipping point where EVERYone starts buying macs?

-p-

Windows has 90% market-share, yet we still have people using alternative systems. So it hasn't reached it's tipping-point even at 90%. Since Macs are better than PC's, I think we could say that the tipping-point might be at around.... 80% for the Mac.

inkswamp
Mar 2, 2007, 02:45 AM
... had been given a PC for christmas. Many people returned the crappy PC and added some money of their own and got a Mac.

Brilliant! God, I hope that's true. It's too funny and clever not to be. :D

DMann
Mar 2, 2007, 03:10 AM
Windows has 90% market-share, yet we still have people using alternative systems. So it hasn't reached it's tipping-point even at 90%. Since Macs are better than PC's, I think we could say that the tipping-point might be at around.... 80% for the Mac.

Great sig! Keep in mind, when 1% of consumers buy a Mac, they are purchasing both an OS and a computer made by Apple, yet Apple's market-share rises only 1%. When purchasing a Dell, however, Dell's market-share rises 1% while MS's market-share also rises 1%, giving the illusion of 2% being taken away from Apple. Installed user base percentages can also be deceiving, since many consumers are using Windows and Mac simultaneously, more-so now with the advent of the Intel Mac, and more and more Windows users are using Linux while having Windows installed. Things are probably MUCH better percentage wise than they appear statistically, and will continue to grow exponentially with the iPod halo effect, retail stores' enormous volume of sales, Leopard's debut, new pro apps on the horizon, not to mention Vista's arrival. The iPhone will likely create yet another halo effect during the long term. As the Beatles would say: "Things Are Getting Better All The Time."

DMann
Mar 2, 2007, 03:22 AM
Brilliant! God, I hope that's true. It's too funny and clever not to be. :D

I can actually vouch for this in three separate cases - PC's given as gifts were returned and the refunds were used toward purchases of Macs. All three claimed to have wandered into an Apple store, and the rest was history. In NYC, the 59th street store is always hopping, even at 3:00 AM, drawing crowds 24/7. Many of them shop, others work on their term papers or surf the net - though it doesn't seem to take long to convince them........

Bonte
Mar 2, 2007, 04:10 AM
Vista caused it! :p

Vista and Intel, most people needed a new computer for Vista anyway so why not buy a Mac and have both. 10.5 will be the big turnaround when Bootcamp will be officially supported.

Pooldraft
Mar 2, 2007, 05:49 AM
Macrumors news not so much.

EagerDragon
Mar 2, 2007, 05:53 AM
100% Mac Sales year over year. Does that means Apple sold twice as many Mac's in the last 365 days than the previous 365?

surferfromuk
Mar 2, 2007, 06:07 AM
These stories about our evangelical exploits are fascinating.

That's something no PC or Windows user ever does - they are the one's who always say 'it's just a computer'.

Mac users demand more than 'just a computer' - they have expectations which transcend it's basic functions - they expect an infusion of art and culture, technical excellence and plenty of visual folly's which bring cheer to their day!!.

I'm convinced this is why Mac users tend to be quite evangelical - because they recognise and are inspired by Apple's attempt towards greatness.

I think those 300 million contemporary and future mac users are the 'movers and shaker's of this world and if they each know 10 people and convert 2 then this thing is unstoppable now!!. The revolution is here!!!:D

colocolo
Mar 2, 2007, 08:17 AM
100% Mac Sales year over year. Does that means Apple sold twice as many Mac's in the last 365 days than the previous 365?

It means that on January 2007, they sold twice as many computers than in January 2006.

RichardI
Mar 2, 2007, 09:25 AM
Wow, mac grew in the face of vista, surprise surprise.
This does equate to market share increases right?
That's funny :p . It was Vista that pushed me to make up my mind to become a Mac owner. That, and Leopard, security, Boot Camp, etc.
I find it extremely aggravating that I can buy an entire new system, LCD, printer and all (including Vista Home Premium) for $599 (Can.) and to buy the upgrade version of Vista alone is $169 !!:confused:
What a rip-off. Oh, buy the way, that's for the 32-bit version only :mad: .
Microsoft must think we're all idiots. Here's to you, Bill :apple:
Rant over....;)

Rich :cool:

Sebas00
Mar 2, 2007, 10:08 AM
That tipping point will never come, but it's not really about everyone using Macs. If enough people buy Macs (~10% I think), the Web and all sorts of software will very quickly start to go open standards rather than using Microsoft proprietary technologies that only work in Windows. Finally it won't matter which OS you use, you'll have real choice. Microsoft aren't going to disappear but they'll actually have to start working to keep their customers as Apple have to now, and Linux will become a real possibility for businesses.

If you think what happened to Intel when AMD came along, there was this sudden rush of advancement, which AMD then rushed to match and surpass. Imagine if that happens in software too.

I second that! People on the internet will be force to open up to other platforms. No more you need a PC running Win. XP and Freaking explorer 6 blahh. blah. blah.

BuzWeaver
Mar 2, 2007, 10:54 AM
My sales have been very good towards the end of last year and the beginning of this year. At the same time many 'new'/'switchers' are also buying Parallels (or asking about other VM Software) and or anticipating Boot Camp (with the release of Leopard) so that they can use Windows XP and or Vista.

EagerDragon
Mar 2, 2007, 05:13 PM
It means that on January 2007, they sold twice as many computers than in January 2006.

Then not as significant as I thought.

EagerDragon
Mar 2, 2007, 05:14 PM
That's funny :p . It was Vista that pushed me to make up my mind to become a Mac owner. That, and Leopard, security, Boot Camp, etc.
I find it extremely aggravating that I can buy an entire new system, LCD, printer and all (including Vista Home Premium) for $599 (Can.) and to buy the upgrade version of Vista alone is $169 !!:confused:
What a rip-off. Oh, buy the way, that's for the 32-bit version only :mad: .
Microsoft must think we're all idiots. Here's to you, Bill :apple:
Rant over....;)

Rich :cool:

Welcome to the family

donlphi
Mar 2, 2007, 08:43 PM
I wonder if most of it happened after macworld, when people realized it'll probably be a few more months till anything major came out.

It actually played a role in me not upgrading my parents and grandparents to the new iLife. I want them to get the PHOTO CASTING feature so I can share my kids photos easier. I figured they would simply follow up that iPHONE announcement with the new version of iLife (like that imaginary FEB 20 date).

I suppose they aren't going to unleash any new software until Jaguar. OH WELL... I've waited this long. :(

Shadow
Mar 11, 2007, 01:07 PM
I suppose they aren't going to unleash any new software until Jaguar. OH WELL... I've waited this long. :(

Jaguar has been and gone...ages ago. I think you mean Leopard. More Info (http://en.wikipedia.org/wiki/Mac_OS_X_v10.2)

Cult Follower
Mar 11, 2007, 01:27 PM
This has something to do with the outragous pricing schemes from Microsoft and the fact that the mac is just plain better.