Mac sales up 9.6% worldwide, says IDC. Down 0.2%, says Gartner

This is not their first clown show.

From IDC: “The Personal Computing Device Market Rides Several Trends to Produce Solid Results in Q2 2019

Apple rounded out the top 5, shipping nearly 4.1 million units. Like other companies, Apple managed to move additional units into the channels to fend off potential tariffs. Additionally, the recent launch of new notebooks leaves the company in a position with plenty of inventory on-hand.

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Click to enlarge.

From Gartner: “Gartner Says Worldwide PC Shipments Grew 1.5% in Second Quarter of 2019

The top three vendors — Lenovo, HP Inc. and Dell — accounted for 64.1% of global PC shipments in the second quarter of 2019, compared with 60.7% of shipments in the second quarter of 2018 (see Table 1). These top three vendors continued to gain share in the PC market taking advantage of economies of scale. Intel’s CPU supply shortage in the first half of the year accelerated this trend. [No mention of the fourth or fifth vendors.]

apple Mac gartner idc

My take: Doesn’t seem very scientific—or trustworthy—to me.

CORRECTION: An earlier version of this story swapped Gartner’s Q1 spreadsheet for Q2. Not my first clown show either.

12 Comments

  1. Fred Stein said:
    Did I read correctly that IDC reports Q2 and Gartner Q1?

    0
    July 12, 2019
  2. Michael Thompson said:
    Doesn’t that prove: Lies, damn lies and statistics.

    We love our Mac business, but it’s one part and increasingly a smaller part of our overall business. When factoring in the future $100+ billion Services business, wearables business, health business, car business and only God and Tim Cook know what other future businesses are planned, the computer business isn’t exactly an exciting long-term business for Apple.

    It’s a legacy business producing consistent revenue and profit. The iPad business is a legacy business as well. The iPhone might already be or will eventually be as well, in a much larger way.

    It’s Apple’s growth in current/future services and new hardware/software that will propel it to a $300 billion, $400 billion and beyond revenue producer.

    3
    July 12, 2019
    • John Konopka said:
      The Mac business may not be growing quickly, but I would argue it is very important to Apple.

      First of all, it is a lot of revenue. If Apple sells about 20M Macs a year at an ASP of about $2,000 that is $80B.

      Second, people who buy Macs almost certainly are buying iPhones and may Apple Watch.

      Finally, developers produce applications and other content for iPhones and iPads using Macs making Macs a kind of linch pin. A linch pin is not expensive but it does important work.

      1
      July 12, 2019
      • Michael Thompson said:
        During the last 3 fiscal years (2018, 2017 and 2016), Apple had Mac revenue of $25.484 billion in 2018, $25.850 in 2017 and $22.830 in 2016.

        This is a non-growth, but nicely profitable legacy business.

        Mac represented 9.6% of sales in 2018. I can see that number eventually declining to below 5% of revenues, based on rapid growth in services, wearables and future unnamed businesses.

        We have much higher margin business that will take revenue share away from Mac. It’s inevitable.

        0
        July 12, 2019
  3. Gregg Thurman said:
    Gardner needs some remedial arithmetic education.

    Gardner lists make share for 1Q18 as 6.6%, followed by 1Q19 at 6.8%. Looks to me as though Mac share GREW 0.2%, yet Gardner lists Mac growth rate a -2.5%.

    However, doing the math Mac share did not decline, it GREW 2.5%, even though unit sales were restricted because Intel can’t get its sh*t together. But let’s not post anything that makes Apple/Mac look good.

    0
    July 12, 2019
  4. Aaron Belich said:
    Has Apple ever used IDC or Gartner’s data for any of their financial filings or as resources during their Keynote addresses?

    If Apple doesn’t use it, why should anyone else?

    0
    July 12, 2019

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