IDC: Shipments of Apple’s Mac grew by triple digits in the March quarter

The Mac is moving up, but it’s still in fifth place after Lenovo, HP, Dell and Others.

From “PC Shipments Show Continued Strength in Q1 2021 Despite Component Shortages and Logistics Issues, According to IDC” posted Monday:

Cue the spreadsheet (click to enlarge):

My take: And that’s without counting iPads.

12 Comments

  1. Robert Stack said:
    Interesting, but…does anyone here really believe in the accuracy of IDC data? 🙂

    5
    April 12, 2021
  2. bas flik said:
    it looks like M1 is doing what it was inventing for. bring in a lots of profit.

    5
    April 12, 2021
  3. Fred Stein said:
    Fun with numbers:

    Apple grew 2X the market as whole.

    No doubt Apple’s revenue share was higher, maybe 10% or more.

    2
    April 12, 2021
  4. Jerry Doyle said:
    “…. We believe a fundamental shift has occurred around the PC, which will result in a more positive outlook for years to follow.”

    The big take away for me from this data is the statement above that repudiates the long held and espouse conviction by many folk who were convinced that the PC was dying. Far from its demise, I see continue growth in the PC ahead for the Mac in the coming months and years.

    3
    April 12, 2021
    • David Drinkwater said:
      The PC is not dead! It was only resting!

      Lovely plumage, this Big Blue. …

      1
      April 13, 2021
  5. Fred Stein said:
    Great point about the M1, bas, thanks.

    We can expect a lot more from this Apple/TSMC hook-up in areas such as new memory technologies, and more.

    2
    April 12, 2021
  6. Dan Scropos said:
    $1.18. I’ll just keep saying it.

    3
    April 12, 2021
    • Bart Yee said:
      Dan, are you going to also submit the segment and general revenue estimates for this quarter’s smackdown? Would love to see what your models suggest. The more PED subscribers involved, the more fun there is!

      2
      April 12, 2021
  7. Bart Yee said:
    As usual, counting unit widgets, but talk to me about the revenue. Comparisons are not easy but here’s a ballpark try using IDC data and respective HP or Apple Revenue #’s:
    HP’s recently reported quarter’s end Jan 31, 2021. Assuming similar revenue (IMO overestimating) for all of CY2021 Q1 here’s the numbers:
    HP Personal Systems:
    2020 CYQ1 11.722M units $ 9.892B rev ASP $843
    2021 CYQ1 19.237M units $10.603B rev ASP $551 (more lower priced systems sold)

    Apple Mac
    2020 FYQ2 3.164M units $5.351B rev ASP $1691
    2021 FYQ1 7.349M units $8.675B rev ASP $1180 (new Mac Mini, lower level M1)
    2021 FYQ2 6.692M units (only ~9% drop from FYQ1). If we assume a slight 6% rise in ASP to $1250, estimated Mac revenue would be $8.365B.

    HP at #2 earns $9.89B rev. and rises 7.1% to $10.6B YOY
    Apple at #5 last year earns $5.35B rev and rises ~56% by revenue to $8.36B
    HP/Apple in 2020 CYQ1 was 84% higher, for 2021 Q1, now only 26.7% higher.

    Who is performing better?

    3
    April 12, 2021
    • Bart Yee said:
      As for the near future of regular computers & notebooks, what does Lenovo, HP, Dell have to offer? The latest 11th Generation enhanced 14nm process CPU’s and 12th Gen 10nm process CPU’s by year’s end (assuming they can work out the production bugs), plus whatever motherboards & memory enhancements. Ho hum!

      Meanwhile Apple already has the M1 5nm Mac Mini/MacBook in hand and likely to intro the M1X enhanced Mac Pro/MacBook Pro series soon, already with overwhelming performance and power efficiency compared to any other chips out there. By year’s end, prototypes based on the TSMC 3nm process will be produced.

      And as PED mentioned, we ain’t even talking about the iPad tablet market where Apple holds a commanding position on units, pricing power, AND revenue.

      Again, who is (going to) perform better?

      3
      April 12, 2021

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