Now that the Covid "stay at home" buying spree is over and desktop computer sales are finding their "new normal" companies are having a look at their sales numbers and figuring their next moves.
A year ago Apple was in the chase to overtake Dell for being the #3 manufacturer of desktop solutions, today Apple finds itself, once again, staring at the prospect of single digit marketshare.
View attachment 2308608
Source: Global PC Shipments Decline Again in the Third Quarter of 2023 Amid Signs of Market Improvement, According to IDC Tracker
IDC examines consumer markets by devices, applications, networks, and services to provide complete solutions for succeeding in these expanding markets.
www.idc.com
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Looking at this in real dollar terms Apple finds itself, again, once again, returning to the pre-pandemic days of sub-$7.5B for desktop revenues...
View attachment 2308609
Source: Apple Mac revenue by quarter 2006-2023 | Statista
In the first quarter of Apple's 2025 fiscal year, sales of Apple Mac computers generated around * billion U.S.
www.statista.com
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What's a CEO to do?!
Answer: Send someone (read: underling) from that product division out on to the ice to make "their" case publicly. LOL
Enter into the spotlight, er, center stage..."
Apple PR representative Starlayne Meza".
And what does the PR Department have to say in their media moment?!
Answer: "
The company encourages those who have been holding out hope for a larger iMac to consider the Studio Display and Mac Studio or Mac Mini, which pair a 27-inch 5K screen with a separate computer, compared to the all-in-one design of the iMac."
Above quotes source: Apple has no plans to make a 27-inch iMac with Apple Silicon - The Verge
No big screen all-in-one for you.
www.theverge.com
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When Apple rolled out the Studio Display, Mac Studio and Mx-ified Mac Mini they did so while simultaneously removing 27" iMac from their product lineup. From an industry viewpoint, this would be viewed as a "floaty-cuff" product launch.
So, how did these products do?!
Well, Apple decided to (er, conveniently?!) remove actual unit sales numbers from their reports back in 2018 so one needs to look elsewhere for that reporting and it can be found behind pay-walled sites such as CIRP (Consumer Intelligence Research Partners. LLC). In an article citing such information
Mark Ellis Reviews had this to report in January 2023...
Answer: Apparently, no so good. Says Mark, "
Let’s turn our attention to the bottom of the table for a moment, where we discover that the Mac mini and Mac Studio grab just 1% of the Mac market share each."
Source: Apple’s Most Popular Mac Might Surprise You - Mark Ellis Reviews
The most popular Mac in 2023 probably isn't what you think it is. Let's see if you're as surprised as many people will be!
markellisreviews.com
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It would seem that the "floaty cuffs" were of zero help for these products and for this product launch strategy.
When it comes to product failures, what's a CEO to do?!
Answer: I expect that head-lopping in the PR Department and in the Mac Division will be among the various strategies employed. Haw!
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The TL,DR:
But, how does Tim "right this ship?!
Answer: The solution is (IMHO, likely) right under his nose...Apple's AIO DNA.
Steve Jobs bought the AIO computer to the world with Macintosh and, then again, with iMac. The AIO, I'll posit, is both their cornerstone aaand their bread-and-butter when it comes to their desktop offerings. Apple can (and should, IMO) offer all sorts of desktop computer product choices, but when folks think of their brand they think...Macintosh, all-in-one.
In fact, Steve Jobs' AIO concept was such a grand idea that every other major PC manufacturer offers their own iMac-knockoff lineups! LOL
#2 desktop maker, HP, which saw the largest (and only positive) YoY growth in the above data of 6.4%, and is now in the hunt for taking the the #1 spot from Lenovo, offers no-less than 6 "
AIO iMac knock-off" (chin and all! LOL) desktop choices (not including configuration variations!) in 6 different sizes...21", 23", 24", 27", 32" and 34".
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Source: HP Desktop Computers and All-in-One PCs | HP® Official Site
For work, play, gaming, or entertainment, there’s an HP desktop or all-in-one just for you. Learn more about our HP desktops and all-in-ones here.
www.hp.com
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Larger iMacs are dead?!
Answer: Methinks, not. After some bloodletting in the PR Department and Mac Divisions, I expect that there will be ≥27" iMacs coming along some time sooner vs. later!
And, on to my wishlist items...32" 6K XDR and 42" 8K XDR iMacs please! HDR content creation and consumption is where the puck is going!