U.S. Mac Sales Down in June Despite Introduction of New MacBook Airs
Piper Jaffray analyst Gene Munster has released a new report covering the full June quarter Mac and iPod sales data from market research firm NPD.
According to the data, Apple's Mac sales came in down 5% year over year, despite the introduction of the newest Haswell-based MacBook Airs at this year's WWDC. During the same time period last year, Apple unveiled both upgraded MacBook Airs and the new Retina MacBook Pro, so it seems the lack of a refreshed MacBook Pro lineup may have impacted sales for the quarter.
As with his previous reports, Munster notes that it remains difficult to extrapolate NPD data to Apple's global sales performance, but he views the June data as "neutral to slightly negative," down from slightly positive in a May report.
We note that we had expected an uptick in Mac sales in the month of June given updated Macbook Airs at WWDC; however, Mac units were [down] 12% y/y for the month of June according to NPD. 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.
Munster stands by his belief that iPads will continue to cannibalize Mac sales and sticks with his prediction of 5% year over year decline in Mac sales for the June quarter. Macs are currently responsible for less than 15% of Apple's total revenue.
As for iPods, Munster's analysis of NPD data suggests that units are down 32% year over year, while the Piper Jaffray estimate suggests that sales are down 23% year over year on a global basis. However, as iPods only represent 2% of Apple's revenue, the overall impact of the sales decline is minor.
Popular Stories
Apple plans to release an iPhone 17e and an iPad Air with an M4 chip "in the coming weeks," according to the latest word from Bloomberg's Mark Gurman.
"Apple retail employees say that inventory of the iPhone 16e has basically dried out and the iPad Air is seeing shortages as well," said Gurman. "I've been expecting new versions of both (iPhone 17e and M4 iPad Air) in the coming weeks."...
Apple plans to launch a rebranded "Sales Coach" app on the iPhone and iPad later this month, according to a source familiar with the matter.
"Sales Coach" will arrive as an update to Apple's existing "SEED" app, and it will continue to provide sales tips and training resources to Apple Store and Apple Authorized Reseller employees around the world. For example, there are articles and videos...
Apple is planning to launch new MacBook Pro models as soon as early March, but if you can, this is one generation you should skip because there's something much better in the works.
We're waiting on 14-inch and 16-inch MacBook Pro models with M5 Pro and M5 Max chips, with few changes other than the processor upgrade. There won't be any tweaks to the design or the display, but later this...
While the iPhone 18 Pro and iPhone 18 Pro Max are still seven months away, an analyst has revealed five new features the devices will allegedly have.
Rumored color options for the iPhone 18 Pro models
In a research note with investment firm GF Securities on Thursday, analyst Jeff Pu outlined the following upgrades for the iPhone 18 Pro models:
Smaller Dynamic Island: It has been rumored...
The MacBook Air is Apple's most popular laptop – a thin, fanless machine that wields quiet power thanks to the efficiency of Apple silicon. While the M4 model isn't exactly old, attention is already turning to its successor.
Apple doesn't telegraph new product launches ahead of time, but we can draw a surprisingly clear picture of what to expect by looking at Apple's silicon roadmap,...
