Gartner: Apple sold way fewer Macs than IDC reported

IDC estimated that Apple shipped 6.89 million Macs in the September quarter. Gartner put the number at 5.5 million.

From “Gartner Says Worldwide PC Shipments Grew 3.6% in Third Quarter of 2020” posted Monday:

Worldwide PC shipments totaled 71.4 million units in the third quarter of 2020, a 3.6% increase from the third quarter of 2019, according to preliminary results by Gartner, Inc. Consumer demand for PCs due to home entertainment and distance learning needs during the ongoing pandemic, along with the strongest growth the U.S. PC market has seen in 10 years, drove the global market momentum.

“This quarter had the strongest consumer PC demand that Gartner has seen in five years,” said Mikako Kitagawa, research director at Gartner. “The market is no longer being measured in the number of PCs per household; rather, the dynamics have shifted to account for one PC per person. While PC supply chain disruptions tied to the COVID-19 pandemic have been largely resolved, this quarter saw shortages of key components, such as panels, as a result of this high consumer demand…

The top three vendors in the traditional PC market remained unchanged from the previous quarter, although Lenovo widened its lead over HP after a quarter of record shipment volume. Consumer-oriented vendors such as Apple, Acer and Asus saw growth that outpaced the rest of the market in the third quarter of 2020 (see Table 1).

apple gartner idc pc

Below: IDC’s spreadsheet…

apple gartner idc pc

Click to enlarge.

My take: This happens a lot with IDC and Gartner. It never looks good.

See also: IDC: Apple’s Mac shipments grew 39% in Sept. quarter

4 Comments

  1. David Emery said:
    Shows each has its own “Special Sauce” and neither sauce is particularly tasty.

    0
    October 13, 2020
  2. Fred Stein said:
    OT, but perhaps more relevant to investors (than dueling device counts), Apple bundles 3 months of Arcade and TV+ with new device purchases.

    Orale Vato! Epic.

    0
    October 13, 2020
  3. Jerry Doyle said:
    “….Ongoing Consumer Demand for Home Entertainment and Distance Learning Drove Strongest US Market Growth in 10 Years.”

    Little doubt the above statement has high merit and all the more reason to anticipate increased Apple revenues for Q1 2021 with the intro today of the spectacular $99 HomePod & iPhone 12 models. The price point for the new Apple $99 HomePod not only will drive Apple revenue more, but will make the Apple ecosystem ever “stickier!”

    “….Consumer demand for PCs due to home entertainment and distance learning needs during the ongoing pandemic, along with the strongest growth the US PC market has seen in 10 years, drove the global market momentum.”

    The above statement attributes “home entertainment” and “distance learning.” Did the writer miss out on “work from home (or from anywhere)?” That segment also will continue to drive new sales throughout 2021.

    I don’t hang my hat much on data from these research & advisory companies, but I do hang my hat on the quarterly results companies’ report.

    1
    October 13, 2020
  4. Bart Yee said:
    The Canalys PC report discussed in October 10 blog entry neatly hits near average of IDC and Gartner Numbers (6.372M vs. 6.201M avg). Reading all 3 reports, Total PC shipments per IDC (81M) and Canalys (79M) vs Gartner’s lower number (71M) are because IDC & Canalys count Chromebooks under Notebooks while Gartner excludes them entirely.

    Although why Apple has such a wide range discrepancy (even last year’s number vary a lot) is still unexplained but I’m willing to accept a 3 way avg of 6.26M Mac sales as being representative and still quite good.

    Using IDC’s most optimistic numbers we get:
    2019 Q4 Mac rev = 6.991B
    Shipped 4.949M, ASP = $1412
    2020 Q4 Mac estimate
    Shipped 6.980M, ^+38.9%
    Est. ASP = $1450, ^+2.70%
    Mac Rev est. = $10.121B, ^+44.8%

    3 way avg 2019 Q4
    Shipped = 5.242M, ASP = $1334
    2020 Q4 Mac est 6.26M shipped
    Est ASP = $1430
    Mac Rev est = $8.95B, ^a healthy 28.0% YOY.

    I’d take that.

    0
    October 14, 2020

Leave a Reply