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Last month, we reported on U.S. Mac sales data for the month of January as shared by Piper Jaffray analyst Gene Munster, who concluded that NPD's calculated year-over-year growth of 1% was somewhat soft but perhaps not out of line with expectations given the firm's historical understatement of Apple's growth. Measuring only U.S. sales, NPD's data does not account for Apple's strong growth in international markets, and Munster notes that last quarter Apple's Mac sales outpaced NPD projections by 14 percentage points.

In a new report out today, Munster shares data for February, with NPD seeing Mac sales up 4% year-over-year. The performance is slightly better than January's 1% number, but it still suggests that consumers are holding back on their purchases as they await updated Mac models. Even with Munster's adjustment of 14 percentage points, Apple's total Mac sales for the quarter would be exhibiting year-over-year growth of 18%, slightly below the 20% growth expected by Wall Street analysts for the entire quarter and not enough to make up for January's slow start.

Nevertheless, Munster believes that the data puts Apple in position to meet overall expectations with sales of 4.4-4.6 million Macs for the quarter.
We have analyzed domestic NPD retail data for the first 2 months of the March quarter, which is up 4% y/y. The early data appears soft on a y/y basis; however, last quarter actual Mac growth outpaced NPD by 14 percentage points. Net-net, we believe this early data suggests Mac sales in the range of 4.4m-4.6m, or 17%-22% y/y growth (we believe Street consensus is 4.5m, or +20% y/y, and we are also at 4.5m).
Whether or not Apple's Mac sales numbers for the March quarter meet expectations may depend on whether the company can squeeze out any product updates, such as a new Mac Pro, before the end of the month. The wait for Intel's Ivy Bridge platform may, however, keep updated models for most of Apple's products on the sidelines until next quarter. That development could leave a slight shortfall on the Mac side during the quarter, although pent-up demand could lead to a blockbuster June quarter for the company in that scenario.

Aside from Macs, Piper Jaffray continues to see strong iPhone sales during the current quarter, above Wall Street consensus, while iPod sales remain in-line with expectations as that product family continues to decline. On the iPad side, Munster believes that strong sales of the new iPad may drive upside for Apple, projecting first-day sales of at least one million units. Munster's projections on launch day sales of new Apple products have, however, generally been less than accurate when Apple has released such numbers.

Article Link: U.S. Mac Customers Continue to Wait for Updated Models as New iPad Launches
 

alksion

macrumors 68000
Sep 10, 2010
1,710
111
Orange County CA
Just wait for the 2012 refresh and everything will be right where it needs to be. That's the only reason why educated consumers might be waiting, not too long now.
 
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LaWally

macrumors 6502a
Feb 24, 2012
530
0
I've got a nearly 4 year old iMac I'm wanting to upgrade with the next iMac refresh ... whenever that is. An iMac refresh in the June/July timeframe would be welcome.
 
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Padraig

macrumors 6502a
Dec 12, 2005
601
0
Wirelessly posted (Mozilla/5.0 (Linux; U; Android 2.3.4; en-gb; SonyEricssonR800i Build/4.0.2.A.0.42) AppleWebKit/533.1 (KHTML, like Gecko) Version/4.0 Mobile Safari/533.1)

Munster being less than accurate surely qualifies for understatement of the day. Anything that comes from the PJ should really come with a health warning that they're in the business of driving up the Apple stock they trade.
 
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cxny

macrumors 6502
Jan 13, 2004
335
0
New York
Will definitely buy three 27" iMacs just as soon as they refresh the line. The trusty MacRumors buyer's guide "Recommendation Don't Buy - Updates soon Last ReleaseMay 03, 2011 Days Since Update 314 (Avg = 273)" so we know it's coming sooner or later...
 
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IlluminatedSage

macrumors 65816
Aug 1, 2000
1,486
202
Umm... A New Mac Pro anyone????

How about that Midrange Mac that people want, that would be midpriced without a monitor built in. and you can upgrade graphics cards and such. get a nice 4-5 year use out of that.
 
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lifeinhd

macrumors 65816
Mar 26, 2008
1,419
49
127.0.0.1
Analyst: "Apple's total Mac sales for the quarter would be exhibiting year-over-year growth of 18%, slightly below the 20% growth expected by Wall Street analysts for the entire quarter and not enough to make up for January's slow start."

Read: "Apple will have another record breaking quarter with Mac sales up the highest they've ever been."

Analysts :rolleyes:
 
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jsalda

macrumors regular
Jun 6, 2008
198
317
pent-up demand could lead to a blockbuster June quarter for the company in that scenario.

When/if they release the new Mac Pro, their numbers are going to be quite impressive. They better have a pretty good inventory ready to go on release date.
 
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NIKKG

macrumors 6502
Feb 23, 2012
354
1,153
I’m waiting for the ivy bridge so I can try it out my first Mac, which is going to be the MBA. As for iPhones, it seems to me that most of the buyers these days are either old folks that are new to the smartphone world or teenage girls. The iphones have gotten played out and boring lately, they made a mistake by not making a new model last year since now it just looks played out and stale.
 
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zorinlynx

macrumors 604
May 31, 2007
6,818
11,952
Florida, USA
Count me in among those waiting for a new Mac Pro. My 1,1 is getting way too long in the tooth. Even though it mostly satisfies my needs at the moment, it's only a matter of time before it dies a horrible death.

Come on Apple, I have about $3K with your name on it. Release the damn things already. :)
 
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bad03xtreme

macrumors 6502a
Jul 16, 2009
596
119
Northern, VA
Sounds like a blackberry commercial...

Well I love my Mac Pro and need a new iMac for home badly. My G5 iMac is terribly slow, I don't own an iPhone or iPad because I just don't have the expendable money at the moment.

As a graphic designer my computer makes my money so I am not buying a new one when a "supposed" refresh is around the corner.
 
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gglockner

macrumors 6502
Nov 25, 2007
406
23
Bellevue, WA
Unfortunately, the Mac is not a high priority for Apple because much more of their profits are coming from iOS devices, particularly the iPhone thanks to the carrier payments.
 
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Cristian123

macrumors member
Jan 4, 2012
37
0
Count me in among those waiting for a new Mac Pro. My 1,1 is getting way too long in the tooth. Even though it mostly satisfies my needs at the moment, it's only a matter of time before it dies a horrible death.

Come on Apple, I have about $3K with your name on it. Release the damn things already. :)

Ditto, I've got $10k ready to roll on that beast, hoping to spend it soon!
 
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Macopotamus

macrumors regular
Jun 22, 2010
186
0
Personally, I'm waiting for a MacBook Air(Pro?) with 8GB RAM before buying another Mac. I don't think we'll see HiDPI Macs this year though, unfortunately.
 
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