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
119 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
119 months ago
Piper Jaffray analyst Gene Munster

Nuff said
Score: 15 Votes (Like | Disagree)
Four oF NINE Avatar
119 months ago
Mac computers remain the benchmark for computers. Nothing else comes close.
Score: 10 Votes (Like | Disagree)
chirpie Avatar
119 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
119 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
119 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

maxresdefault

M2 13-Inch MacBook Pro With 256GB SSD Appears Slower Than Equivalent M1 in Real-World Speed Tests

Monday June 27, 2022 1:57 pm PDT by
Benchmark testing has indicated that the 256GB variant of the 13-inch MacBook Pro with M2 chip offers slower SSD performance than its M1 equivalent, and now real-world stress testing by YouTuber Max Yuryev of Max Tech suggests that the 256GB SSD in the 13-inch MacBook Pro is also underperforming in day-to day-usage. The M2 MacBook Pro with 256GB SSD and 8GB RAM was slower than the M1 MacBook ...
M2 Pro and Max Feature

Apple's Upcoming M2 Pro Chip for High-End MacBook Pro and Mac Mini Will Reportedly Be 3nm

Monday June 27, 2022 7:31 am PDT by
TSMC will manufacture Apple's upcoming "M2 Pro" and "M3" chips based on its 3nm process, according to Taiwanese industry publication DigiTimes. "Apple reportedly has booked TSMC capacity for its upcoming 3nm M3 and M2 Pro processors," said DigiTimes, in a report focused on competition between chipmakers like TSMC and Samsung to secure 3nm chip orders. As expected, the report said TSMC will...
iPhone 11 Pro vs iPhone 14 Pro

iPhone 11 Pro vs. 14 Pro: New Features to Expect if You've Waited to Upgrade

Monday June 27, 2022 11:22 am PDT by
With many customers choosing to upgrade their iPhone every two or three years nowadays, there are lots of iPhone 11 Pro users who might be interested in upgrading to the iPhone 14 Pro later this year. Those people are in for a treat, as three years of iPhone generations equals a long list of new features and changes to look forward to. Below, we've put together a list of new features and...
original iphone 2007

15 Years Ago Today, the iPhone Went On Sale

Wednesday June 29, 2022 4:43 am PDT by
Fifteen years ago to this day, the iPhone, the revolutionary device presented to the world by the late Steve Jobs, officially went on sale. The first iPhone was announced by Steve Jobs on January 9, 2007, and went on sale on June 29, 2007. "An iPod, a phone, an internet mobile communicator... these are not three separate devices," Jobs famously said. "Today, Apple is going to reinvent the...
tesla carplay hack

Tesla Apple CarPlay Hack Updated to Work With Any Tesla Model

Monday June 27, 2022 3:38 am PDT by
Polish developer Michał Gapiński has released a new and improved version of his "Tesla Android Project" which brings Apple's CarPlay experience to more Tesla vehicles than ever before. According to Gapiński, version 2022.25.1 provides "100% functional CarPlay integration for any Tesla," and comes with several new features and bug fixes. The project now supports DRM video playback so that...
13 inch macbook pro m2 mock feature 2

Base 13-Inch MacBook Pro With M2 Chip Has Significantly Slower SSD Speeds

Sunday June 26, 2022 2:52 pm PDT by
Following the launch of Apple's new 13-inch MacBook Pro with the M2 chip, it has been discovered that the $1,299 base model with 256GB of storage has significantly slower SSD read/write speeds compared to the equivalent previous-generation model. YouTube channels such as Max Tech and Created Tech tested the 256GB model with Blackmagic's Disk Speed Test app and found that the SSD's read and...
maxresdefault

Video Comparison: M2 MacBook Pro vs. M1 MacBook Pro

Tuesday June 28, 2022 2:45 pm PDT by
Apple last week launched an updated version of the 13-inch MacBook Pro, and it is the first Mac that is equipped with an updated M2 chip. As it's using a brand new chip, we thought we'd pick up the M2 MacBook Pro and compare it to the prior-generation M1 MacBook Pro to see just what's new. Subscribe to the MacRumors YouTube channel for more videos. For the video comparison, we're using the...
iPhone vs Galaxy Larger

Apple Executive Says Samsung Copied the iPhone and Simply 'Put a Bigger Screen Around It'

Tuesday June 28, 2022 8:59 am PDT by
The Wall Street Journal's Joanna Stern today shared a new documentary about the evolution of the iPhone ahead of the 15th anniversary of the device launching on June 29, 2007. The documentary includes an interview with Apple's marketing chief Greg Joswiak, iPhone co-creator Tony Fadell, and a family of iPhone users. One segment of the interview reflects on Android smartphones gaining larger...
widgets ios 16 feature

Gurman: iPhone 14 Pro to Feature Always-On Display Showing iOS 16's New Lock Screen Widgets

Sunday June 26, 2022 7:36 am PDT by
iPhone 14 Pro models are widely expected to feature always-on displays that allow users to view glanceable information without having to tap to wake the screen. In the latest edition of his Power On newsletter for Bloomberg, Mark Gurman said the feature will include support for iOS 16's new Lock screen widgets for weather, fitness, and more. "Like the Apple Watch, the iPhone 14 Pro will be...