Research Firms Paint Contrasting Pictures of Apple's Mac Shipments in Q2 2019

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Prominent research firms Gartner and IDC attempt to estimate shipments of computers around the world on a quarterly basis, and both firms today released their estimates for the second calendar quarter.

Gartner's and IDC's estimates are just that -- estimates - and with Apple no longer reporting unit sales of Macs and other products, we won't know how accurate these estimates end up being. But as revealed in today's releases, they can differ quite a bit.

Gartner's Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q19 (Thousands of Units)

Gartner says worldwide PC shipments were up 1.5 percent year-over-year, with Lenovo leading the way on strong growth and HP and Dell sitting in second and third places respectively. Apple registered in fourth place with an estimated 3.711 million Macs shipped, a 0.2 percent decline over the previous year, while Acer and Asus rounded out the top vendors on a global basis.
"Worldwide PC shipments growth was driven by demand from the Windows 10 refresh in the business market in the second quarter of 2019. Desktop PC growth was strong, which offset a decline in mobile PC shipments," said Mikako Kitagawa, senior principal analyst at Gartner.

"Additionally, there are signs that the Intel CPU shortage is easing, which has been an ongoing impact to the market for the past 18 months. The shortage mainly impacted small and midsize vendors as large vendors took advantage and continued to grow, taking market share away from the smaller vendors that struggled to secure CPUs."
Turning to the U.S., the overall market saw a slight 0.4 percent decline compared to the second quarter of 2018, but Apple's shipments dropped by an estimated 5.6 percent to 1.585 million. Apple maintained its fourth-place ranking in the U.S. behind HP, Dell, and Lenovo, and well ahead of Microsoft and Acer.

Gartner's Preliminary U.S. Vendor Unit Shipment Estimates for 2Q19 (Thousands of Units)

If accurate, Gartner's estimates would put Apple with its lowest share of the U.S. PC market since the first quarter of 2014 and the lowest recorded on a global basis since Gartner started including Apple as a top global vendor in the third quarter of 2014.

Apple's Market Share Trend: 1Q06-1Q19 (Gartner)

IDC's estimates paint a much different picture, however, projecting worldwide PC shipment growth of 4.7 percent compared to the second quarter of 2018. IDC pegs Apple as having shipped 4.011 million Macs in the quarter for nearly 10 percent year-over-year growth.


IDC says Apple benefited from increased inventory levels due not only to the launch of new MacBook Pro models but also some proactive shipments into the distribution channels to guard against potential upcoming tariffs.

Article Link: Research Firms Paint Contrasting Pictures of Apple's Mac Shipments in Q2 2019
 

Labeno

macrumors 6502
Jul 21, 2008
318
991
If relying on my buying pattern... and I'm a big Apple fan when they put out some that puts function before fashion... then they are definitely on a down trend. I still have a 2012 MacBook retina pro, and none of the new laptops in 7 years has been enticing. I can still plug in USB A devices, and if I trip over the power cord, the MagSafe does a safe release. Apple share holders must hate me.
 

sub150

macrumors regular
Aug 7, 2018
218
347
Lenovo: Great keyboard, good prices, okay OS - Sales up big
Apple: Bad keyboard, bad pricing (storage pricing is a joke), great OS - Sales down

Seems pretty easy. Fix the keyboard, fix the storage...watch sales jump.

In 2012, the Macbook Air (!!!) had base 128GB of storage. 7 years ago. Searching for some (consumer) price history, in Mid 2013 a 128 GB SSD cost $92. Now a 500 GB costs $50, or a 1TB cost $100. The first price point for $500GB was in mid 2014 for $240.

So you could assume that Apple's 128GB SSD cost has gone from around $80 to probably $15?

The good, better, best on storage is really ****ing terrible, terrible, and acceptable on the storage side and then terrible, terrible, terrible on the price side.
 

CWallace

macrumors 604
Aug 17, 2007
7,786
3,955
Seattle, WA
Apple needs some budget machines, rebranding of older machines (with lower prices) or lower pricing (on existing) to get more sales.
Apple has not cared about the sub-$1000 market for over a decade. Even in fourth place, the Mac Division is a Fortune 500 company based on revenues. None of the PC OEMs are even close on revenue even when they ship multiple magnitudes of machines as Apple per quarter.


Lenovo: Great keyboard, good prices, okay OS - Sales up big
Apple: Bad keyboard, bad pricing (storage pricing is a joke), great OS - Sales down

Seems pretty easy. Fix the keyboard, fix the storage...watch sales jump.
Well they did "fix" the storage pricing this week and the latest butterfly keyboards seem to be the best of a bad situation and there are the rumors of new keyboard mechanisms coming with the 2020 refreshes.

So sales should double next year, I am guessing. :p:D
 

fermat-au

macrumors 6502
Dec 7, 2009
459
510
Australia
So it turns out when you attempt to to sell a product with a bad keyboard, people don't want to buy it.

or maybe these number could be good for Apple, maybe people are buying iPad rather than Macbooks and this seem the iPad is what Apple views the future of portables to be.
 
Last edited:

yakapo

macrumors regular
Jul 11, 2008
221
147
Lenovo: Great keyboard, good prices, okay OS - Sales up big
Apple: Bad keyboard, bad pricing (storage pricing is a joke), great OS - Sales down

Seems pretty easy. Fix the keyboard, fix the storage...watch sales jump.

In 2012, the Macbook Air (!!!) had base 128GB of storage. 7 years ago. Searching for some (consumer) price history, in Mid 2013 a 128 GB SSD cost $92. Now a 500 GB costs $50, or a 1TB cost $100. The first price point for $500GB was in mid 2014 for $240.

So you could assume that Apple's 128GB SSD cost has gone from around $80 to probably $15?

The good, better, best on storage is really ****ing terrible, terrible, and acceptable on the storage side and then terrible, terrible, terrible on the price side.
It’s $200 to upgrade the ram to 16gb and $400 to upgrade the ssd to 512. Surely I’m not the only person who refuses to buy a MacBook Pro because of those exorbitant prices.
 

FightTheFuture

macrumors 65816
Oct 19, 2003
1,317
1,483
that town east of ann arbor
Apple has not cared about the sub-$1000 market for over a decade. Even in fourth place, the Mac Division is a Fortune 500 company based on revenues. None of the PC OEMs are even close on revenue even when they ship multiple magnitudes of machines as Apple per quarter.
Yep. Apple owns this space and I don’t think many people here get that.
 
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realtuner

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Mar 8, 2019
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I'd love to get a job where I can make stuff up, get paid for it, and even though I'm proven wrong countless times I still get to keep my job and keep getting paid to make even more useless reports with made-up numbers year after year.
 

sub150

macrumors regular
Aug 7, 2018
218
347
I’d put my money on the first one being closer to the truth, judging by Apple’s move to cut (SSD upgrade) prices outside of a hardware refresh for most models. They almost never do that.

Penny pinching was starting to bite.
They didn't fix the storage pricing. They cut down the two most exorbitant cash grabs on their product catalog and left the base and next level up unchanged. It's clever cutting pricing on your two least purchased items and getting a lot of pub for it, but until they touch the stuff 90% of the people buy, it's all show.

If Apple had "courage", the base/upgrade would look like this.

MBA - RAM 8GB, 16 GB +$100 (currently is 8, 16 +$200)
MBA - SSD 256GB, 512 GB +$100, 1TB +$200 (currently is 128, 256 +$200, 512 +400, 1TB +600)

MBP - RAM 16GB, 32 GB (+150 when available) (currently is 8, 16 +$200)
MBP - SSD 512GB, 1TB +$100, 2TB +$200 (currently is 128, 256 +$200, 512 +400, 1TB +600, 2TB +1,000)

A true delineation from MPA and MPB, and storage fit for 2019.
 

EdwardC

macrumors 6502
Jun 3, 2012
286
188
Georgia
Bought two new PC’s this year. 2018 base i3 Mac Mini 128 gig SSD with 3 years of Apple Care for $800.00. Bought a HP 8th gen i5 256 gig SSD 16 gigs of RAM and a 3 year on site warranty for the same $800.00. Being a Mac guy since 95 and always having a PC lying around I’m spending almost all my time on the HP. Lots of value in it can’t say as much about the Mini.
 

ksec

macrumors 65816
Dec 23, 2015
1,374
1,384
Rather than the past Q Mac sales, I am much more interested in the next Q. With new MacBook Air lowering pricing, Educational discount and back to school promote, I thought the $999 EDU Price MBA is one of the best value Mac in a long time.

And the other thing that worries me is the growth of Mac user is slowing. Hopefully the lineup changes suggest they are finally doing something about it.
 
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