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Apple experienced the strongest year-over-year growth in global PC shipments during the second quarter of 2025 among the top five vendors, according to new preliminary data released by IDC, despite flat performance in the United States.

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Apple shipped 6.2 million Macs globally in the second quarter of 2025, marking a 21.4% increase from the 5.1 million units it shipped during the same period last year. This outpaced all other top PC manufacturers. Apple's global market share rose from 8.0% in the second quarter of 2024 to 9.1% in the latest quarter, although it maintained its fourth-place position behind Lenovo, HP, and Dell in terms of total volume.

The broader PC market grew 6.5% year-over-year to 68.4 million units, rebounding for another quarter of positive growth after a period of pandemic-related volatility and supply chain disruptions. Lenovo led the market with 17 million shipments, a 15.2% increase from the year prior, followed by HP with 14.1 million units and Dell with 9.8 million. Dell was the only one of the top five vendors to see a decline, falling 3.0% from the same quarter in 2024.

IDC attributed much of Apple's growth to strong performance outside the United States, where shipments rose 9% year-over-year. In contrast, the U.S. PC market posted zero percent growth during the quarter. IDC believes that the flat U.S. performance likely reflects inventory buildup and anticipation of upcoming tariff increases. As a result, shipments recorded in the second quarter could reflect efforts by Apple and its retail partners to front-load deliveries to the U.S. before potential cost increases take effect.

Apple's 21.4% shipment growth in the second quarter followed a similarly strong performance in the first quarter 2025, when Mac shipments rose 14.1% year-over-year. That trend stands in contrast to the slower growth reported by other major vendors this year.

Article Link: IDC: Mac Shipments Continue to Soar
 
The M series chips are out of this world

I use the new feature on macOS that lets you mirror your iPhone display onto your Mac all the time - to essentially run any iOS app on macOS

I saw this a while back - 90% of Mac sales are made up of MacBook sales between the MacBook Air and MacBook Pro:

 
I fear Macs are too good now.
My M1 Mac Mini is still great, I really wanted an excuse to get an M4 but I don't really need it.
They're not even using too many planned-obsolescence tricks like with iPhones. They even gave us 16GB of RAM finally. I consider the absurdly small SSD the last reason why anybody should ever upgrade but the rest will probably handle decently even kinda heavy tasks in 10 years or more.
Think sales will eventually slow down significantly.
 
Release some reasonably priced and specced machines = sell more 🤷‍♂️
Does not necessarily mean that it's good for business. Reasonably priced machines generate lower profits. But they do fill the production capacities and therefore help lower the overhead costs.

It needs to be balanced, going back and forth or shipment increase and profit % increase. However always good to have more macs installed - opportunity to increase services revenue.
 
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Release some reasonably priced and specced machines = sell more 🤷‍♂️
Yup - there's been a great opportunity over the past year or so with MS dropping Windows 10 support, forced updates, ads and pushing unwanted AI features. Macs certainly aren't doing badly - but how much better could they do with some more affordable options?

Macs do seem to be reasonably competitive with comparable, premium PC products like ThinkPads, Dell XPS, Zenbook - right up until you look at RAM and storage, at which point Mac prices disappear into the stratosphere.

Optimistically, introducing A18 low-end Macs could do the trick and give Apple a better way of distinguishing it's lower-end models c.f. hobbling the hugely powerful M4 with dismal SSD and RAM options.
 
Does not necesserily mean that it's good for business. Reasonably priced machines generate lower profits.
Lower profits per unit - but hopefully more units. One assumes that Tim has a spreadsheet for that, but a lot depends on the underlying assumptions and understanding of the market.

(I don't think Apple will get into the business of competing with $300 bargain bucket PCs where you only make a profit if you get the punter to buy an extended warranty and $50 Monster HDMI cable).

In the PC market there are longer-term advantages to increasing the market share/customer base of your platform: more long-term loyal users, more third party software support, more potential customers for your subscription services. I suspect that, in the past, iPhone/iPad sales have helped sell Macs - but the reverse can be true too (esp. at time where MS are doing such a sterling job of alienating their customers)
 
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Besides the price. Hope the cheaper MacBook is actually in the works. Given the way Windows/Linux is going, that would be sufficient to attract most everyday users to move on from those horrible atrocities that the vendors sell as a "laptop" these days.

Personally I wouldn't mind even for the white plastic Macbook to make a comeback :D
 
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If it had current MBA dimensions it would certainly be a "Wow!" moment for those of us who had bulky white plastic MacBooks and iBooks, for sure.
As in “Wow—I hope they aren’t using the same crappy plastic that discolored then disintegrated after a year of use.”?
 
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