Gartner: Mac sales grew nearly 20% worldwide in the March quarter

From “Gartner Says Worldwide PC Shipments Grew 4.6% in Second Quarter of 2021” posted Monday:

Worldwide PC shipments totaled 71.6 million units in the second quarter of 2021, an increase of 4.6% from the second quarter of 2020, according to preliminary results by Gartner, Inc. While PC demand remained above pre-pandemic levels, this was a marked deceleration in growth compared to the record year over year growth of 35.7% in the first quarter of 2021, due in part to the impact of ongoing component shortages.

“The global semiconductor shortage and subsequent component supply constraints have extended lead time for some enterprise mobile PC models to as long as 120 days,” said Mikako Kitagawa, research director at Gartner. “This has led to prices increasing in the bill of materials, which vendors have passed on to end users. Moving forward, rising prices could continue to slow PC demand through the next 6 to 12 months.”…

Apple, Acer and ASUS grew faster than the market, owing to improved availability of consumer PCs. The consumer PC market was less impacted by shortages than the enterprise market, as vendors can be more flexible in the system design of consumer models, enabling workarounds for certain supply constraints.

Below: Gartner’s spreadsheet (click to enlarge)…

My take: In the U.S., Apple is the No. 3 PC maker after HP and Dell, and HP is rapidly losing ground.

UPDATE: IDC, who’s spreadsheets rarely agree with Gartner’s, has Mac sales up 9.4% year over year, tied for fourth place worldwide with Acer.

Below: IDC’s spreadsheet.

apple mac gartner March

10 Comments

  1. Jerry Doyle said:
    “…. My take: In the U.S., Apple is the No. 3 PC maker after HP and Dell, and HP is rapidly losing ground.”

    Since the split of HP into two companies of HPE and the old HP Inc., I keep expecting HP Inc. to die out. They have lost their competitive edge & seem to be struggling harder with each passing year. HPE should have relocated to Dallas or Austin instead of Houston. Never understood that decision on Houston. Austin & Dallas connote the 21st century of new geographic high tech growth whereas Houston still is old money and oil. Anyway, the future of HP Inc.’s computer & printing business doesn’t seem positive to me. I see Apple in this new world of remote working continuing to absorb more PC sales with its Mac line-up, even as the iPad with the new M1 chip with the power of a PC is absent in Gardner’s worldwide PC shipment count.

    6
    July 13, 2021
  2. Romeo A Esparrago Jr said:
    I agree, Jerry. Lots of articles now about iPads/iPad Airs that school districts & universities are instituting programs that replaces Chromebooks & laptops for use by their students.
    To Gartner : those computers are being replaced by computers. So iPads count along with Macs for your Gartner PC metrics.

    6
    July 13, 2021
  3. Fred Stein said:
    IDC data say Apple grew market share more rapidly globally than in the US.

    Tim Cook has said for years, that iPhone sales lead to other device sales. Here’s proof.

    4
    July 13, 2021
  4. In the short term, I think Apple Mac/iPad shipments are really benefiting from having a supply chain expert as a CEO. Long before a global health crisis became apparent, Apple had TSM ramping up M1 SoC production. Fabs don’t usually retool like auto plants, they build a $5b new fab. Uncertainty about a new rollout this critical, secrecy and purchase agreements left them no choice but to keep accepting all prior processor orders. You never know how things might work out. At the hint of any chip market tightening they had to be ahead of competitors Samsung, HP, Lenovo, Dell. Helps to be TSM’s #1 customer too.

    1
    July 13, 2021
  5. I suspect the 18-23 day Lead Time on iMac 24 is more indicative of demand for M1 than chip shortages. Same for plain A12 Bionic iPad 22 – 32 Lead Times. Entire nations & cities ordered iPads for their school-kids.

    2
    July 13, 2021
  6. Gregg Thurman said:
    My experience with 1st Gen 5G on my new iPad Pro leads me to believe that, the next growth catalyst for Apple hardware will be Apple’s proprietary 5G chipset installed in ALL Macs, with Apple offering a 5G hub a la AirPort Extreme.

    I rarely access the ‘net via WiFi anymore. My experience is that 5G is faster. And, again, this is just the 1st generation of 5G.

    1
    July 13, 2021
    • John Butt said:
      Wifi has always been a technology dog, so your comment is what I have been expecting. 5G has enormous potential replacing an old, unreliable, poorly standardised technology.

      0
      July 13, 2021
    • Bart Yee said:
      If you have a local in-house 5G wireless speed connection to an equally fast pipe into the house, then yes, it can be beneficial. The issue would be different if you have to rely on fast 5G cellular data with data caps and throttling vs higher or almost unlimited WiFi data at home with speed in the 30-200mb/s range but slower throughout through various means the carrier employs. For example, my home ATT internet/Wifi is ok at 30mbs via desktop but the damn router / WiFi is set to only use ATT DNS servers who are IMO intentionally slow on the uptake, acting as a buffer to prevent “network congestion” much like phone call automated menus delay you getting to a real person. Very aggravating. I can try to refresh this webpage and it literally can take up to 30-45 seconds on WiFi vs switching off and using same ATT via cell network 4G LTE (not that bogus 5Ge) and have the same page up in under 5 seconds.

      IF they don’t surcharge the 5G, cap data, AND if it’s available line of sight and nearby, residential 5G would make sense eventually. I still envision another 18-24 months for most urban areas of the US.

      0
      July 13, 2021
  7. David Emery said:
    Seems to me the top end is split between Lenovo and Apple. I don’t know if Lenovo still has the massive quality lead it had over Dell, HP, Toshiba, et.al. But for a long time, if you wanted something other than a “toss it -when- it breaks” Windows box, Lenovo was the brand to buy.

    Dell has had some significant quality failures, while HP’s laptops never had the same quality as Dell, let alone Lenovo.

    2
    July 13, 2021
    • Gregg Thurman said:
      It doesn’t matter if the market is corporate or consumer, economic life sells.

      The M-Series Macs (soon to arrive) will outperform and outlast anything Windows for years to come. There will be an initial surge in sales to the faithful, followed by a surge in switchers.

      Once Mac attains a 10% share of new sales you will see an acceleration of Mac sales to the Windoze crowd.

      2
      July 13, 2021

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