IDC: Apple Mac sales up 49% for quarter, 29% for year

“Demand is pushing the PC market forward and all signs indicate this surge still has a way to go.” — IDC VP Ryan Reith

From “PC Sales Remain on Fire as Fourth Quarter Shipments Grow 26.1% Over the Previous Year, According to IDC” posted Monday:

To put things into perspective, the last time the PC market saw annual growth of this magnitude was 2010 when the market grew 13.7%. A lot has changed in those ten years, including six years of PC market decline, as well as a year of flat growth. The question now is how long this resurgence will last.

“Demand is pushing the PC market forward and all signs indicate this surge still has a way to go,” said Ryan Reith, program vice president with IDC’s Worldwide Mobile Device Trackers. “The obvious drivers for last year’s growth centered around work from home and remote learning needs, but the strength of the consumer market should not be overlooked. We continue to see gaming PCs and monitor sales at all-time highs and Chrome-based devices are expanding beyond education into the consumer market. In retrospect, the pandemic not only fueled PC market demand but also created opportunities that resulted in a market expansion.”

December quarter (Apples fiscal Q1, 2021):

Calendar 2020:

apple idc pc fire

My take: Not bad. Imagine if IDC measured profit share.

17 Comments

  1. Tommo_UK said:
    “Mac super cycle” anyone? 😀

    4
    January 11, 2021
  2. Roger Schutte said:
    Tell me I’m wrong but this is meaningless without including iPads as PCs (says the guy typing this comment on his iPad.)

    8
    January 11, 2021
  3. Fred Stein said:
    Harping on a theme – It’s all about the silicon.

    Side note: WSJ reports that US car makers are being forced to stop assembly lines because of shortages of chips. Just one chip and the line stops. Cars require 40, up to 150 (high end cars) different chips.

    If Apple gets in cars, Tim, the worlds best Ops manager will run circles around the rest of the pack.

    4
    January 11, 2021
  4. Fred Stein said:
    This show is just getting started. We’re talking decades, folks

    Kids who grow with iPhones and iPads won’t buy PCs.

    2
    January 11, 2021
  5. bas flik said:
    if your application is in the cloud you do not really need a desktop. laptop will replace desktop market.
    golden opportunity for Apple.

    0
    January 11, 2021
    • David Emery said:
      Not everyone trusts “the cloud”. Just ask people who were shut down when Google had an outage… Furthermore, some people have substantial CPU processing requirements, such as video editing, where “the cloud” is not a good match. So I think the demise of desktops is not nigh…

      3
      January 11, 2021
      • John Butt said:
        As a serious user of spreadsheets, my new iPad is a country mile from my 3yrold Mac Pro. A million records get to overwhelm an iPad and speed to trial multiple solutions is critical for me. SQL is too slow to set up the queries compared to even Numbers, let alone Libre Office.
        Jobs had a great vision, PCs are the trucks on the road doing the heavy lifting, iPads deliver household groceries like a car.

        0
        January 12, 2021
  6. Jerry Doyle said:
    “…. The question now is how long this resurgence will last?”

    The PC is “alive & well.” I have been saying this for the past several months. We just keep getting evidence to that fact. When we realized months ago that we were moving into the era of a “new normal,” that was the sign that the PC era was alive & well. The new normal means more folk will continue to WFA & to demand to WFA if employers desire to keep competent & qualified personnel. This new work flexibility comes at a propitious time to allow workers in the new normal to juggle better the responsibility of work & family. This isn’t just for parents with latch-key school kids. It is for sandwiched parents dealing with aging parents & with children & for some, with grandchildren. It also is for spouses dealing with disabled spouses in the home.

    Besides WFA we also have more applicants than ever for long distance learning. This plays into the need to have quality devices in the home to pursue educational & CE endeavors. So now, the question is: “… how long this resurgence will last?” That is a more difficult question to answer. I do agree with Fred S that it is possible it could go on for decades as kids growing up with iPhones & iPads will desire Macs over other personal computers. In the short term, though, we are going to see double digit growth for the next 2-3 years in Macs. Doesn’t that cut into increased world-wide market share for Apple? You betchu. 🙂

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    January 11, 2021
  7. Steven Philips said:
    @Fred: “Kids who grow up with iPhones and iPads won’t buy…”

    Fords! 🙂

    1
    January 11, 2021
  8. Joe Murphy said:
    Kids who grow with iPhones and iPads won’t buy PCs.

    They’ll laugh at those buying Macs as well. By the time they grow up their iPhones and iPads are their computers.

    Perhaps iPhones & iPads will be the computers for all except those needing what today we call Mac Pro.

    1
    January 11, 2021
    • Robert Paul Leitao said:
      Joe: I work closely with a local school that actually closed its computer lab. The thinking of the school’s leaders is that most of the kids have a high-functioning computer in their pocket. It’s called an iPhone. More important than having kids sit in a classroom in front of a computer during the school day, they would rather build critical thinking development into the curriculum. The antiquated approach is to have kids sit in front of a computer to learn how to use a computer. The forward-thinking approach is to equip students with the skills to master computer science and develop competence in writing code.

      2
      January 11, 2021
  9. Joe Murphy said:
    Robert, schools building “critical thinking development into the curriculum.” is long overdue. It’s exciting to hear a school is doing that and I only hope that spreads.

    Schools equipping students with the skills to master computer science and develop competence in writing code is a game changer that’s also long overdue.

    0
    January 12, 2021

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