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Apple Halted M2 Chip Production in January Amid 'Plummeting' Mac Sales

ric22 said:
So Apple suffered a >40% decline in Max sales in the first quarter... much larger than the drop from the PC vendors. Sounds like they aren't offering what they customers desire at the moment... I look at the range and think the value proposition is the worst it's been since the PowerPC days, and it seems I'm not the only one. A great start with the M1 Air, but 30-50% price increases internationally since then, across a lot of the range, has really soured things.
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People don't need to upgrade as much as they used to. And the people that do want to upgrade are waiting for Apple to release new Macs. I feel like Apple is really slacking right now.
 
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heres' your gain of salt. article only mentions M2 chips. Not M2 Pro/max chips on the new macbook pros launched in January.
 
That said, here's your other grain of salt. ALl PC makers are in for a tough time as companies pinch pennies.
 
FrozenDarkness said:
heres' your gain of salt. article only mentions M2 chips. Not M2 Pro/max chips on the new macbook pros launched in January.
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Apple's entire worldwide computer shipment dropped by 40%, which includes M2 Pro/Max and even M1 /M1 Pro / M1 Max.
 
The problem with M2 chips is that still have the same specs (pretty much, just minor enhancements) memory and storage are pretty much the same as M1, so people will upgrade when they see that can buy twice memory and storage for the price they paid when they got their M1.
 
I would imagine all tech products have dropped in sales recently. Not everyone has to upgrade every year and generally everyone is not as financially well-off.
 
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Serqetry said:
Oh, I've forgotten alright, intentionally. No, I don't think businesses and business software are keeping x86 alive. We live in a bling bling RGB world now, and it wouldn't be that way if it wasn't for the fact that gamers are the main market.

The rest of the computer world has no problem either using old machines (lots of businesses don't do a lot of upgrading) or moving on to ARM. Macs are quite popular in the non-gaming sectors, and with x86 emulation there isn't any reason to avoid changing CPU architecture. Gamers are stubborn, they won't tolerate a break in compatibility or degradation in performance due to CPU emulation.
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The majority of PCs sold are Lenovo, HP, and Dell (those three have between 60% and 70% of the entire PC market). Do you really think that gaming machines make up even 20% of the unit sales by those vendors? I suspect the gamer machines make up an outsized portion of the PC vendor profits. But I do think the business world keeps x86 alive and will continue to do so until Windows is fully compatible with something not x86.
 
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TallManNY said:
The majority of PCs sold are Lenovo, HP, and Dell (those three have between 60% and 70% of the entire PC market). Do you really think that gaming machines make up even 20% of the unit sales by those vendors? I suspect the gamer machines make up an outsized portion of the PC vendor profits. But I do think the business world keeps x86 alive and will continue to do so until Windows is fully compatible with something not x86.
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Are you saying those companies have 60%-70% of all PC components or just pre-built machines? Because yeah, gamers don't buy Dells or other machines like that, they build them in a transparent case full of RGB fans. I would think the market for loose PC components is a lot larger than 30%-40%, and those companies obviously market most things towards gamers. AMD isn't marketing their Ryzen 7000X3D as a way for people to make spreadsheets faster.
 
Serqetry said:
Are you saying those companies have 60%-70% of all PC components or just pre-built machines?
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Pre-built machines.

Serqetry said:
I would think the market for loose PC components is a lot larger than 30%-40%,
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I'd say less than 20%. Those 3 companies sell a LOT of PC's and laptops and they aren't the only one's selling business level computers, enough so that Windows has more marketshare than iOS.
Serqetry said:
AMD isn't marketing their Ryzen 7000X3D as a way for people to make spreadsheets faster.
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No, and business probably wont buy them either unless they have a real need for that kind of power, and of course they'd buy it in a pre built machine.

AMD sells a lot of Ryzen 5's and soon low end 7's into the business market, and Intel sells a heck of a lot i5's and i7's, and in PC's without discrete graphics -- not suitable for gamers. They all do spreadsheets quite well. (and as a component are a lot cheaper and better suited to selling cheaper machines. ) My work laptop is a Ryzen 5, and the last group of laptops were all AMD's. While we don't usually get AMD processor machines, they were at a great price for the hardware. 2.4 lbs, 1TB SSD, 32G RAM for less than $2000.
 
Serqetry said:
Are you saying those companies have 60%-70% of all PC components or just pre-built machines? Because yeah, gamers don't buy Dells or other machines like that, they build them in a transparent case full of RGB fans. I would think the market for loose PC components is a lot larger than 30%-40%, and those companies obviously market most things towards gamers. AMD isn't marketing their Ryzen 7000X3D as a way for people to make spreadsheets faster.
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Not all PC gamers, I build my PC and I have zero RGB fans, It was hard for me to find a case with no glass window, most PC gamers like RGB and glass, but I'm not one of those.
 
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40% drop in Apple sales only accounts for low single digit % relative to PC according to Steam. #1 issue with Apple Silicon is lack of software.

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Serqetry said:
Are you saying those companies have 60%-70% of all PC components or just pre-built machines? Because yeah, gamers don't buy Dells or other machines like that, they build them in a transparent case full of RGB fans. I would think the market for loose PC components is a lot larger than 30%-40%, and those companies obviously market most things towards gamers. AMD isn't marketing their Ryzen 7000X3D as a way for people to make spreadsheets faster.
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Just pre-built. And I'm going to guess that the "build your own" PC market is less than 10% of new PCs. A lot of people have a computer at home and a computer at work. And I suspect the "build your own" group is basically a niche of hobbieists who are generally males between 18 and 30. In my group of friends and family, I know one person who has built a PC and every single person has a computer at home and every employed person uses a computer at work.

But I will give the point that the gamers move the market for new GPUs in a meaningful way. So do the crypto miners. Eventually that GPU tech trickles down to the rest of the folks.
 
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