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.

mac_lineup_early2013
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.

Top Rated Comments

zedsdead Avatar
111 months ago
A lot of people, including myself, are waiting for update rMBPs.

Add to that the entire desktop line is outdated, and that doesn't help the Mac at all.

Plus most of the Mac software has been neglected for years.

Thankfully updates are coming and they started with Logic X which was great.

Cannot wait for a new iWork, however I have fears it'll be a crippled iOS version ported to the desktop.
Score: 16 Votes (Like | Disagree)
sonicrobby Avatar
111 months ago
I think its because people are waiting for the Macbook Pro refreshes.
Score: 15 Votes (Like | Disagree)
pearvsapple Avatar
111 months ago
There's simply no reason to upgrade for 2011-2012 owners.
Score: 14 Votes (Like | Disagree)
Razeus Avatar
111 months ago
I would call that overpriced, not "out of date".

What you can get in a PC does mean anyone buys it. I personally am in trenched in the technology business and I know precisely 1 person with a graphics card in their PC that has more than 2 GB of VRAM. Don't overvalue things that are virtually unnecessary.

I agree that the Fusion Drive should absolutely be standard, and I won't buy and iMac as long as they're not.[COLOR="#808080"]
To be honest, when my new iMac comes in (fusion drive, 16GB RAM, 650M), I may return it. I really don't think I should have spent $1800 after tax on a computer with 5200RPM drive, fusion or not. I think I need to wait and see if the 2013's on the SSD standard or at least come with a 7200RPM drive.

In fact, what I was so irritated about was that the 21.5 DOES come with an SSD only option, but they want $300 on top of the $1499. So let me get this straight: I build a computer with a HARD DRIVE and it costs $1500. Ok cool. But then I opt for an SSD, it costs another $300? What about the discount for the HARD DRIVE that got replaced? Did Apple forget I'm basically "returning" the hard drive? They basically are saying we are still charging you for the HARD DRIVE even though you are not getting one.

Apple is being to sneaky/greedy with their pricing and it's turning people off.
Score: 8 Votes (Like | Disagree)
Razeus Avatar
111 months ago
What exactly is outdated about the current iMac?
Besides the 5200 RPM drives?

SSD should be standard, but I understand Apple fears people may want to have more storage on a desktop, so therfore we have fusion drives. Fine, but fusion drives should have been standard WITH 7200 RPM drives. In the year 2013, 5200RPM drives should not even be considered.

Besides 512MB of VRAM?

PC cards are starting to come in 4GB allocations! iMacs, for the price they are charging, should have 1GB standard. Instead, Apple uses binned parts that doesn't pass Nvidia inspections and therefore we have only 512MB of VRAM on our cards.

Besides the GPU itself?

Isn't the baseline 640M SLOWER than last years (2011 models) baseline? Of the two baseline 21.5 models, the 650M and the 660M should have been used as standard, both with 1GB of VRAM. On the 27's, the 675MX with 1GB of VRAM and the 680 with 2GB of VRAM should have been standard in their base.
Score: 8 Votes (Like | Disagree)
iapplelove Avatar
111 months ago
I think its because everyone is holding out for the Haswell versions of the pros

Most of the public has no idea what haswell will even do for them. Imo price is the big factor
Score: 8 Votes (Like | Disagree)

Popular Stories

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 ...
iPhone 14 Mock pill and hole 16x9 120hz

Analyst: All iPhone 14 Models to Feature 120Hz Displays, 6GB of RAM, and More

Friday January 14, 2022 7:02 am PST by
Apple is rumored to announce four new iPhone 14 models in September, and ahead of time, analyst Jeff Pu has outlined his expectations for the devices. In a research note with Haitong International Securities, obtained by MacRumors, Pu claimed that all iPhone 14 models will feature ProMotion displays, compared to only Pro models currently. ProMotion enables a variable refresh rate up to 120Hz ...
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...
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...
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...
iPad Pro Big Ol Logo Orange

Next iPad Pro Might Feature Large Glass Apple Logo to Allow Wireless Charging

Friday January 14, 2022 10:44 am PST by
Bloomberg's Mark Gurman and Debby Wu last year reported that Apple had tested a new iPad Pro with a glass back for wireless charging capabilities. In a recent edition of his newsletter, Gurman said he expects the new iPad Pro to be released in 2022. While the new iPad Pro is still on track to feature wireless charging, 9to5Mac's Filipe Espósito today reported that Apple may have ultimately...
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...