Apple Mac/iPad sales doubled in India's booming PC market

From Canalys’ "India’s PC market grows at its fastest rate in a decade as shipments jump 45% in 2021" posted Thursday:

Apple moved up the ranks in Q4 2021 to take fifth place in overall PC shipments (including tablets), rocketing by 100% year on year to a record 359,000 shipments in a single quarter. Aided by the launch of new iPads in September 2021, Apple’s tablet shipments continued to climb, reaching a new high of 172,000 units in Q4 2021, up 130% on last year. MacBook shipments surged by 85% year on year to 187,000 units, strongly bolstered by the costing strategy of the M1-powered notebooks.

My take: Pushed over the top by December-quarter iPad sales. For the whole year, Apple didn't even make the top five.

Cue the spreadsheets:

14 Comments

  1. Bart Yee said:
    Apple opening the India market one step at a time.

    Apple opening its own Apple Stores allows interested and aspiring India users to see, touch and demo Apple products. Even if they end up with alternatives, the vision and experience is cast.

    “Everything from product and store design, execution, colors, space, calm, and support are presented with a focus on you, the user. Apple invites you to experience what millions, no, billions of productive and creative users around the world know, the value of Apple products is fully supported by everything we do.”

    We’ll leave the lights on for you. (With apologies to Tom Bodette and Motel 6)

    1
    March 24, 2022
    • Robert Paul Leitao said:
      Bart: I agree. Opening Apple retail stores in the country has been a years-long process that began with partnerships with domestic retailers due to local ownership requirements before Apple could open its own stores. Of course, committing to India-based manufacturing for select Apple products certainly helped the process. The installed base in India is small but growing for Macs, iPads and iPhones. India is very much a part of Apple’s future but it has taken years of relationship building to position the company for future growth in the nation.

      2
      March 24, 2022
      • Rodney Avilla said:
        ” it has taken years of relationship building to position the company for future growth”

        Apple’s past actions show me that Apple has, not just 1 to 5 year plans, but 5 to 15 year (or longer) plans, which gives me confidence for the future as a long term investor.

        2
        March 24, 2022
  2. Bart Yee said:
    It’s not out of the question for local India Mac and iPad production to be established if there is a net positive to do so under local content or assembly laws and regulations. Even if the numbers are relatively small now, one can easily foresee rapid climbs in the rate of growth for Mac and iPad sales. Diversification of manufacturing is another benefit.

    Although tsunami is not a positive word in the Southeast Asia region, let’s just say that Apple’s unseen volcanic rumblings are being felt, the pressure is now building, and the small fissures in the India market are beginning to widen. Sometime soon, maybe very soon, there will be an eruption of massive (not “epic”) proportions.

    1
    March 24, 2022
  3. Bart Yee said:
    The new iPhone SE can be seen as a good but not great entrè for the India market into the Apple ecosystem compared to the existing Chinese and local Android smartphone competition at sub-$200 prices.

    Since there’s not much of a used or lower cost refurbished market due to India restrictions in selling such imported products, Apple has had to literally start from scratch there. The positive is Indian consumers are responsive to Apple marketing and products and budget/value is the primary barrier.

    The increasing Mac and iPad sales are encouraging, accessories will soon follow.

    0
    March 24, 2022
  4. India’s FY22 GDP growth is expected to be nearly 9%. Dhanyavaad, India! (TY in Hindi) I am not impressed with their wavering on War in Ukraine but I’ll silo my concerns until the big picture emerges.

    1
    March 24, 2022
  5. Kirk DeBernardi said:
    Apple remains an aspirational brand worldwide.

    That’s a borderless language and feeling that we all understand.

    Time & patience.

    4
    March 24, 2022
    • Jerry Doyle said:
      “…. Apple remains an aspirational brand worldwide.”

      Agree fully, brother Kirk! Hindi cinema or better known as Bollywood is the world’s largest by number of feature films produced. Something says to me that the Bollywood crowd is inclined to use Apple products. These industry types are trend setters who influences the 1.4B population where many fans follow the industry’s celebrity choices of devices used. I suspect Apple’s iPhone is a preferred choice among many of the Bollywood industry crowd. The SE is positioned to offer an alternative choice for many more Indians seeking to own an Apple iPhone.

      0
      March 24, 2022
  6. Horace Dediu said:
    A lot of growth to go to make up for exiting China.

    0
    March 25, 2022
    • Jonny T said:
      Hang on Horace, aren’t you jumping the gun here?!

      1
      March 26, 2022
      • Jerry Doyle said:
        @Jonny T & Horace Dediu: I agree Jonny. Here is a comment I wrote earlier on this subject:

        Larry Fink said in his 2022 annual letter: “The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades.”….
        “…. we have experienced over the last three decades.”

        “Globalization” continues going forward, but just not concentrated so heavily in one country or region.

        Capitalism is all about competing. Part of that competing involves access to labor, materials, supplies and customers. Apple has established deep roots in China. I doubt seriously much will change in Apple’s operations or conduct of business on the mainland other than Apple setting-up redundancies in operations in other appropriate parts of the world to off-set any potential slippage in operations of its China enterprise.

        0
        March 26, 2022

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