U.S. Mac Sales Flat in April as iPod Sales Continue to Slide

Piper Jaffray analyst Gene Munster today released a brief report highlighting April data from market research firm NPD looking at Apple's U.S. Mac and iPod sales. The data shows Apple's Mac sales coming in flat year-over-year, and while Munster acknowledges that it has become increasingly difficult to extrapolate NPD's numbers to Apple's global sales performance, he views the latest data as "neutral to slight positive" relative to expectations for the company.

Based on the differences between NPD data and Apple reported Mac sales over the past few quarters, we note it is becoming more difficult to draw conclusions from NPD data (see table below). We note that some of the more recent supply issues with the redesigned Macs have impacted the Apple reported numbers over the past two quarters. At the end of the day, we believe this April data point is likely a neutral to slight positive given our expectation that iPads will continue to cannibalize Macs over the next few years.

Munster stands by his predictions of 5% year-over-year decline in Mac sales for the second quarter as customers await updated models and the PC market remains weak.

shop_mac_ipod
On the iPod side, Munster only briefly cites NPD data showing sales sliding 36% year-over-year, compared to the Piper Jaffray estimate of a 23% decline for the entire quarter on a worldwide basis. But with iPod sales now representing only about 2% of Apple's revenue, the impact of the continued decline in iPod sales as customers shift increasingly to smartphones will be negligible.

Top Rated Comments

lilo777 Avatar
113 months ago
Mac computers remain the benchmark for computers. Nothing else comes close.

There is one problem with this statement: Mac computers always lag behind PCs in benchmarks.
Score: 18 Votes (Like | Disagree)
Oletros Avatar
113 months ago
Piper Jaffray analyst Gene Munster

Nuff said
Score: 15 Votes (Like | Disagree)
Four oF NINE Avatar
113 months ago
Mac computers remain the benchmark for computers. Nothing else comes close.
Score: 10 Votes (Like | Disagree)
chirpie Avatar
113 months ago
I think the iPod's road will be harder and harder as time marches on. Everyone and their dog has a phone that, once they upgrade, you could hand it off to someone else, and even if that person doesn't use the functionality of the phone, they're still left with something that's essentially a top of the line iPod Touch.

Can you say nearing point of device saturation? ^_^;
Score: 9 Votes (Like | Disagree)
Unggoy Murderer Avatar
113 months ago
There is one problem with this statement: Mac computers always lag behind PCs in benchmarks.
There's just one problem with this statement: Mac computers always lag behind PCs in benchmarks that don't really matter.

i.e. I know I'll get five hours out of my MacBook Pro at university. My old Dell laptop (three years old now) struggled to last two hours. My screen is of a significantly higher standard than almost every laptop out there. Build quality's top notch, incredible support, high re-sale value.

I don't care if your laptop can do the Egypt OpenGLES Offscreen render or whatever 12% faster than my MacBook. I know for a fact Safari will be snappier for me than you can get it.

Also: Do some research (http://www.tomshardware.co.uk/Windows-Best-Laptop-Performance-Crashes-Windows-on-Mac,news-43703.html).
Score: 8 Votes (Like | Disagree)
lilo777 Avatar
113 months ago
I'm probably repeating myself...

As usual, lilo tries putting a negative spin on things, and as usual, she fails. Most cheap laptops that are sold come with the absolute bottom line of Intel or worse AMD processors. For example, Dell doesn't sell anything with quad core processors that is cheaper than a MacBook Pro with Retina display.


Dell sells cheap laptop. So what? If you talk about benchmarks, Dell's top of the line laptops (mobile workstations) easily beat Mac Book Pros.
Score: 6 Votes (Like | Disagree)

Popular Stories

iPhone 14 Mock pill and hole thumb

ProMotion Now Expected to Remain Exclusive to iPhone 14 Pro Models, Not Expand to Entire Lineup

Sunday January 16, 2022 8:56 am PST by
Continuing the tradition set with the iPhone 13 Pro, only the highest-end iPhone 14 models will feature Apple's ProMotion display technology, according to a respected display analyst. Ross Young, who on multiple occasions has detailed accurate information about Apple's future products, said in a tweet that ProMotion will not be expanded to the entire iPhone 14 lineup and will remain...
safari icon blue banner

Safari Bug Allows Websites to Track Your Recent Browsing Activity in Real Time [Updated]

Sunday January 16, 2022 3:37 pm PST by
A bug in WebKit's implementation of a JavaScript API called IndexedDB can reveal your recent browsing history and even your identity, according to a blog post shared on Friday by browser fingerprinting service FingerprintJS. In a nutshell, the bug allows any website that uses IndexedDB to access the names of IndexedDB databases generated by other websites during a user's browsing session....
ipad air 4 video

New iPad Air Rumored to Launch This Spring With A15 Chip, 5G, Center Stage Camera, and More

Saturday January 15, 2022 8:05 pm PST by
Apple is planning to release a fifth-generation iPad Air with similar features as the sixth-generation iPad mini, including an A15 Bionic chip, 12-megapixel Ultra Wide front camera with Center Stage support, 5G for cellular models, and Quad-LED True Tone flash, according to Japanese blog Mac Otakara. Citing reliables sources in China, the report claims that the new iPad Air could be...
Unlikely Products 2022 Feature

Six Rumored Apple Products You're Unlikely to See This Year

Saturday January 15, 2022 2:06 pm PST by
Much has been said about what consumers could see from Apple in 2022, but the company is also working on a handful of rumored products that aren't expected to be unveiled for at least another 12 months, and in some cases a lot longer. Of course, that's assuming they get released at all. Apple works on many potential products some of which ultimately never see the light of day. With that in...
AirPods Pro Gen 3 Mock Feature Red

AirPods Pro 2 Could Start a New Accessory Ecosystem

Friday January 14, 2022 2:34 am PST by
Apple's second-generation AirPods Pro could arrive alongside a new series of accessories, recent leaked images suggest. Alleged leaked photos of the next-generation AirPods Pro obtained by MacRumors showed a charging case with a metal loop on the side for attaching a strap. Apple has not used this design for any of its other AirPod models and it is unclear why it would be added in this...
netflix2

Netflix Again Raises Prices for All Plans, 4K Streaming Now $20 Per Month

Friday January 14, 2022 12:46 pm PST by
Netflix today updated the prices for its streaming plans, and all of its offerings are now more expensive. The Basic plan is now priced at $9.99 per month, the Standard plan is priced at $15.49 per month, and the Premium plan is priced at $19.99 per month. The Basic plan is $1 more expensive, up from $8.99 per month. This plan allows users to watch on just one screen at a time, and it limits ...
tesla carplay solution

Developer Showcases Apple CarPlay Workaround for Teslas

Monday January 17, 2022 7:24 am PST by
A Tesla Model 3 owner has resorted to a workaround to implement Apple CarPlay in his vehicle, amid no sign of official support from Tesla (via Tesla North). Apple CarPlay and Apple Music support are among the most-requested Tesla features, but with no indication that Tesla is willing to implement Apple CarPlay in its vehicles, Polish developer Michał Gapiński took matters into his own...
top stories 20220115

Top Stories: iPhone 14 Pro Rumors, iCloud Private Relay Controversy, iOS 15.2.1 Released, and More

Saturday January 15, 2022 6:00 am PST by
Hole-punch? Pill? Hole-punch and pill? Rumors about what the front camera system on the iPhone 14 Pro will look like are evolving rapidly, and it now appears we might be getting a novel but potentially controversial design later this year. Other major stories this week included some confusion and controversy about iCloud Private Relay being disabled for some T-Mobile customers, increasing...