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Apple Increases Mac Production, Decreases iPod?

Banc of America sources (via iLounge) in Asia claim that Apples desktop and notebook production numbers have been increased by 20% from Apple's early January estimates, suggesting stronger than expected demand for Apple's computers.

Firm believes production numbers should continue to move up throughout the quarter. MacBook Air orders also increased slightly for March, contributing to the upside. They continue to believe that desktops and notebooks are the key driver of the story.


Meanwhile, iPod production numbers are said to be significantly reduced by 10-20% from early January's estimates, suggesting slower demand than expected for the popular music player.

Recent outlooks have suggested growth in Apple's Mac marketshare, and the latest Net Applications numbers (methodology) from January 2008 reveal that the Mac had a 7.57% browser marketshare. This is up from 7.31% in December 2007.

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53 months ago
A lot more people have iPods than Macs, and this may be indicative of the halo effect beginning to really take hold.
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53 months ago
I guess the fact that people are more prone to give iPods than computers as Christmas gifts might have to be taken into account for the decrease in the music Player production.
As for the more Macs part - well, that's just more demand.
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53 months ago
I guess they are starting to become a computer company again ;) Or perhaps the standard iPod has run its course and it is going to be al phones and touches from here on out...
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53 months ago

I guess the fact that people are more prone to give iPods than computers as Christmas gifts might have to be taken into account for the decrease in the music Player production.
As for the more Macs part - well, that's just more demand.


Exactly. Why a production increase prior to the holidays and a decrease post-holiday's would surprise an analyst is beyond me.
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53 months ago
Great work Apple, on the increase in market share for Mac's-I'm not surprised. Why are iPods down though? I hardly doubt saturation or competition when we get are getting our frequent updates to satisfy quality demand (little phatty, touch) and do I need to mention... Zune?
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53 months ago
Makes sense. This mirrors what I plan to buy. I've go two iPods and have no plans to buy a third. I think they've already sold an iPod to just about everyone who wants one. Not everyone wants a "touch". They are unless at the gym. Also many people are looking at non-Apple music players now because of price and features. Apple's "iPod goldmine" is not sustainable.

With luck, Apple will one day will change it's name back to "Apple Computers"
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53 months ago
THE MAC IS BACK!!:apple::apple::D:apple::apple:
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53 months ago
good, so apple becomes more of a computer company again i hope.
the ipod's certainly reach a saturation and also suffer from the iphone sales.

now if apple would invest heavily in productivity software that would be great. iwork isn't good enough. i need a better word processor, a better spreadsheet, a easy database similar to filemaker, improved iweb, much better ical, a ton of web apps and a much faster/better .MAC

go apple!
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53 months ago
Yeah, the market for iPods may not be "saturated" but it must be close. Lots of people have one, two, or more already, and most of those that don't have iPods choose not to because they'd rather buy a different brand, so Apple can't count on a sale from them anyway.
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53 months ago

Exactly. Why a production increase prior to the holidays and a decrease post-holiday's would surprise an analyst is beyond me.

This is an old story, has been out for a week or longer.

It is 5-10% MORE of a decline than Apple anticipated. Apple starts out with a much reduced production schedule for this quarter.
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