In my case, I replace it after 7 years. That could explain why the share is lower. PC are more disposable.
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Apple's Mac Shipments Grew in Q2 2022 Amid Continued Worldwide PC Shipment Decline
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The average Mac sells for over $1,400, the average windows PC $500. Apple dominates the over $1,000 pC market and basically doesn’t compete in the sub thousand dollar market.
Half of PC unit sales are under $500 in price, that’s a niche Apple doesn’t care to participate in other than through tablets. It’s not selling plastic crap.
Apple is the largest PC maker by revenues and the most profitable because it focuses on selling high quality and performance to professionals.
I’m quite certain even Apple would rather be Lenovo or HP.Even WITH the contraction they at least have the potential in future quarters to sell over 10 million in that quarter, which I don’t think is something Apple’s ever done.
Mac revenues are higher than HPs PC sakes, and likely higher that Lenovo’s PC sales. The average Mac sells for over $1,400, Lenovo and zHP hace average sales prices of around $500. This gives Apple over 20% of PC revenues.
And Macs make more profits than the entire rest of the PC market combined. The PC Makers have 2-4% net margins on 75-80% of market revenues, Macs have 15-20% net margins on 20-25% of market revenues.
Apple wouldn’t trade the Mac division for Lenovo and HP combined. Not even if you threw in Dell too.
The most remarkable about these numbers to me is how wildly apart the Gartner and IDC numbers are. Gartner estimates global Mac sales to be 6.365M, IDC 4.8M. (6.365/4.8)=1.326 , Gartners number is 32.6% higher than IDCs!
I kinda question the number of significant digits these parties use for their guesstimates…..
At best, they are useful for assessing long term trends. At worst, they are simply fantasy numbers that analysts have to produce to make their living.
I kinda question the number of significant digits these parties use for their guesstimates…..
At best, they are useful for assessing long term trends. At worst, they are simply fantasy numbers that analysts have to produce to make their living.
That is not a corporate PC. Try an i3 or i5, 8 Gb RAM and integrated graphics, 256 Gb SDD. That is more a standard corporate PC.
Wow that's pretty amazing.
I work in IT, and in all fairness, of course worldwide shipments will be down. If you were in IT in 2020/2021 the work from home craze helped us sell and set up countless amounts of laptops, for us it was Lenovo.
I work in IT, and in all fairness, of course worldwide shipments will be down. If you were in IT in 2020/2021 the work from home craze helped us sell and set up countless amounts of laptops, for us it was Lenovo.
I’d say 8% is absurdly good given the price and cost of a Mac. This has to be the most profitable substantial slice of the market by miles.
On planes, conferences, office, coffee shops I see mostly Macs. It is like people buy these Windows PCs and put them in a drawer.
This is pretty incredible.
Reading the tea leaves, I would guess that Apple has a stronger consumer market presence than any of the other brands and that if corporate purchases have fallen off for the other makers, the demand for Apple remains high among people that have a choice in their computer.
The other thing is that Apple has done an admirable job of managing the supply chain disruptions that have derailed most of the rest of the PC market. Not only did their sales increase, but they were actually able to deliver on it.
The transition to Apple silicon has been a smashing success and Apple is looking to be in great shape going forward. PC manufacturers are years behind in terms of power/performance and Apple really are the only ones on the market that are making actually desirable computers.
They need a strong showing in the fall with M2 minis/imacs/macbook pros to truly cement Apple silicon as the premier computer platform.
Reading the tea leaves, I would guess that Apple has a stronger consumer market presence than any of the other brands and that if corporate purchases have fallen off for the other makers, the demand for Apple remains high among people that have a choice in their computer.
The other thing is that Apple has done an admirable job of managing the supply chain disruptions that have derailed most of the rest of the PC market. Not only did their sales increase, but they were actually able to deliver on it.
The transition to Apple silicon has been a smashing success and Apple is looking to be in great shape going forward. PC manufacturers are years behind in terms of power/performance and Apple really are the only ones on the market that are making actually desirable computers.
They need a strong showing in the fall with M2 minis/imacs/macbook pros to truly cement Apple silicon as the premier computer platform.
I got a Windows laptop at work because some apps won't work on a Mac, it is so hideous like the designers had to design the UI for free. And consequently, all Windows apps are hideous because they have to follow the same design principles. Millions of TBs of storage and ram won't fix that.
I see Macs wherever I go too but the news is about Apple's worldwide Mac shipments.
Good for Apple. Hopefully part shortages will not cause reduced shipments in the future.
DO they though? Going to do a little search to see if the PC market sells > 20 milllion $1,000 systems a year.
And if the average Mac was selling for over $1,400 AND was selling over 10 million a quarter (like Dell/HP), that is ABSOLUTELY where Apple would prefer to be.
Trailing twelve months data from Yahoo! finance, below ranked by units sold market share, entire companies and all their products vs Apple Mac segment alone
Lenovo (#152 on Fortune 500)
gross revenue $71.62B
gross profit $12.05B
gross margin 16.8%
(24.8% market share by units sold Q2 2022)
Dell (#76 on Fortune 500)
gross revenue $104.7B
gross profit $22.4B
gross margin 21.4%
(18.5% market share)
HPQ (#182 on Fortune 500)
gross revenue $65.5B
gross profit $13.4B
gross margin 20.5%
(18.8% market share)
Apple Mac gross revenue TTM from 10Q’s $21.3B+9.18B+8.24B = $38.72B
(Would rank #308 on Fortune 500 just behind Oracle, and ahead of Xiaomi; still, not nearly a “mid-size company”)
gross profit est. ~$14.3B
Using combined overall ~37% hardware gross margin of all Apple hardware (remember, Macs = no big boxes & hardware, fewer & smaller power supply, motherboard / chip parts and costs, making their own M-series chips instead of buying Intel, less fans, cables, heat sinks, packaging, shipping weight, higher avg. sales price.)
(8.8% market share)
So despite Apple “only having <9%” market share by units sold, it is likely the most profitable PC maker through high performance yet economical design, overall hardware and design cost savings, higher gross profit #’s than Lenovo and HP, and only trailing Dell, and overall better margins than all.
Unit market share in and of itself has never mattered to Apple’s business model. What does matter is making excellent, competitive or superior products that are profitable, reliable, and add high value to their ecosystem, inviting users to create highly useful and integrated product ecosystems that foster long term commitment, product and company loyalty, and overall long term product demand and satisfaction. Apple has demonstrated they are in it for the long haul business wise and the financials show how successful they are, not just in Macs, but almost every product category Apple works in.
Lenovo (#152 on Fortune 500)
gross revenue $71.62B
gross profit $12.05B
gross margin 16.8%
(24.8% market share by units sold Q2 2022)
Dell (#76 on Fortune 500)
gross revenue $104.7B
gross profit $22.4B
gross margin 21.4%
(18.5% market share)
HPQ (#182 on Fortune 500)
gross revenue $65.5B
gross profit $13.4B
gross margin 20.5%
(18.8% market share)
Apple Mac gross revenue TTM from 10Q’s $21.3B+9.18B+8.24B = $38.72B
(Would rank #308 on Fortune 500 just behind Oracle, and ahead of Xiaomi; still, not nearly a “mid-size company”)
gross profit est. ~$14.3B
Using combined overall ~37% hardware gross margin of all Apple hardware (remember, Macs = no big boxes & hardware, fewer & smaller power supply, motherboard / chip parts and costs, making their own M-series chips instead of buying Intel, less fans, cables, heat sinks, packaging, shipping weight, higher avg. sales price.)
(8.8% market share)
So despite Apple “only having <9%” market share by units sold, it is likely the most profitable PC maker through high performance yet economical design, overall hardware and design cost savings, higher gross profit #’s than Lenovo and HP, and only trailing Dell, and overall better margins than all.
Unit market share in and of itself has never mattered to Apple’s business model. What does matter is making excellent, competitive or superior products that are profitable, reliable, and add high value to their ecosystem, inviting users to create highly useful and integrated product ecosystems that foster long term commitment, product and company loyalty, and overall long term product demand and satisfaction. Apple has demonstrated they are in it for the long haul business wise and the financials show how successful they are, not just in Macs, but almost every product category Apple works in.
But as a company they make more money than Lenovo and HP, so why would they want to trade places?
Because, they would make even MORE money. Have a chat with the folks in charge of selling Macs at Apple. Ask them, “Would you rather sell 5 million in a quarter, (average price $1400, say) and make a big pile of money OR, sell 10 million in a quarter and make an even BIGGER pile of money?” As they are likely competent business folks, they will, down to the last person, say they’d rather sell 10 million a quarter.
There is not likely ANYONE in the business of making and selling computers that would not want to sell more than they’re selling today.
Cut the numbers any way you like, it's a simple case of Windows devices first at 91% market share, Apple 2nd with 9% market share. Nothing is going to change that order for a very, very long time if at all. But, yay for Apple and whatever...
I was replying to the notion that Apple would rather be Lenovo or HP, which is a myopic claim.
I don't have a direct source for that but it's pretty hard to come up with a statistical distribution where Macs aren't close to half the > $1,000 units.
First, lets take Gartner's Q2 total market size estimate of 72M with 6.4M being Macs. Lets reduce the Mac count by roughly 10% to filter out the sub thousand dollar Mini and education market $899 MacBook Air, and use 5.8M as the Mac number, and $1,500 ASP instead of the typical $1,400 since we took out the sub $1K sales.
Windows PC makers have historically had an average sales price of under $500 but lets use $500 for this, giving us 66M Windows PCs selling for $33B. Lets assume that the high value segment was 6M units and also averaged $1,500 ASP. That means that the remaining 60M sold for an ASP of $366. That seems low but doable? It seems impossible it could be any lower, ie ie we used 12M in the high ASP segment instead it would mean the remaining 60M would averaged $250 which is ludicrous.
Now these ASPs are from memory based on typical HP, Lenova, Dell values but they are a few years out of date. Maybe with inflation Windows PC ASP is now around $600. With a 6M "high value" windows PC segment, the remaining segment ASP would be $450 which also seems reasonable.
So Windows PCs may outsell Macs in the > $1,000 segment, but it can't be by very much and there is a good chance that Macs outsell PCs in the premium price segment. And its the only segment Apple cares about. They are never going to make "plastic fantastic" cheap laptops with mediocre displays to chase low margin market share. The closest they will come is making a super light 12 inch MacBook they can pencil in at $899 (which will probably be $999 with inflation), but it will still be aluminum bodied, with the premium screen and trackpad and great battery life. Basically an M1 version of the old 12 inch MacBook "Adorable".
No, Apple would just want to have their unit sales numbers, not swap companies.