Apple is separating the new smartphones into its usual low-cost versus high-cost categories, with big differences between the two models coming down to the camera, display, and battery life.
iOS 13 & watchOS 6 Now Available
Mac Sales Remain Flat in July, 5% Year Over Year Drop Expected for September Quarter
Apple's Mac sales continue to come in flat year over year, according to a new report from Piper Jaffray analyst Gene Munster who looked at July data from market research firm NPD.
Based on the data, he maintains his outlook of a 5% year over year drop in Mac sales for the September quarter and continues to note that Mac sales are becoming less significant in light of iPhone and iPad sales, representing just 15% of Apple's total revenue.
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 July data as “neutral to slight positive,” down from slightly negative in a June report.
Based on the data, he maintains his outlook of a 5% year over year drop in Mac sales for the September quarter and continues to note that Mac sales are becoming less significant in light of iPhone and iPad sales, representing just 15% of Apple's total revenue.
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 July data as “neutral to slight positive,” down from slightly negative in a June report.
Overall, we believe this July data point is likely a neutral to slight positive given that Macs should have a slight tailwind from updated Macbooks in June. We remain comfortable with our down 5% y/y estimate for Macs in the September quarter.As for iPods, Munster's analysis of NPD data suggests that units are down 41% year over year on a global basis and that iPods will remain down 20% year over year for the September quarter. Because iPods now represent just 2% of all Apple’s revenue, the overall impact of this sales decline is minor.
Tag: Gene Munster
[ 308 comments ]
Top Rated Comments
(View all)
80 months ago
Wait, you mean NOT updating computer equipment is BAD for sales? WOW!! I hope someone informs the folks at Apple. It seems that they are too busy focusing on the consumer portable division to even notice the Macs are not getting updated.
80 months ago
Of course it doesn't help that websites that used to devote their time to Mac news now focus non-stop on 'someone in China posted a picture of the packaging that a button that fits on an iphone' type stories... :rolleyes:
80 months ago
This is what happens when you do not update your desktop and notebook line. Haswell is nearing 3 months old now on the retail market.
80 months ago
People don't need new computers as often as they once did. Who really cares if your pc finishes spell check in half a second or a quarter of a second. Add in the fact that macs last a long time (my MacBook is over seven years old now) and the update cycle isn't the old two or three years like it used to be. That said, my seven year-old Mac will be replaced with a new laptop by the end of this year... Maybe.
80 months ago
Not a surprise - with mobile devices cannibalizing the entire desktop market (mac, PC, everything) a flat or slightly negative growth is a good thing compared to what some of these companies are going through. I feel kinda bad for the dells of the world.
80 months ago
none of these except the Air have been updated in Ages...
its all gold iPhones and divisive iOS7
even the mac mini pro is still not out yet :mad:
at least iCahn's investing in the stock now, thats a positive sign (never)
its all gold iPhones and divisive iOS7
even the mac mini pro is still not out yet :mad:
at least iCahn's investing in the stock now, thats a positive sign (never)
80 months ago
Wait, you mean NOT updating computer equipment is BAD for sales? WOW!! I hope someone informs the folks at Apple. It seems that they are too busy focusing on the consumer portable division to even notice the Macs are not getting updated.
Exactly my thinking, they used to update products twice a year, some haven't even been updated yearly now, so this is just funny books. We can show you sales are down, because they are... but we all know the cause of that.
I don't even understand the reasoning behind forgetting about mac users, I'll always be more mac than iOS, and when iOS falls if there's no mac line because they've slowed the updates even more it's going to be bye bye Apple, unfortunately.
Perhaps they've been caught in their own "halo" and think iOS, and only iOS, is the way forward, at the expense of the mac that kept them floating for so long, and the users that bought the mac. They seem to have forgotten that.
[ Read All Comments ]
Apple's massive launch week has come to a close, with the iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, and Apple Watch Series 5 all debuting on Friday. And as if that wasn't enough, Thursday...
With the arrival of the iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max, Apple has introduced an optional new camera feature in iOS 13 that's designed to allow you to correct the alignment of...
For this week's giveaway, we've teamed up with AnyTrans to offer MacRumors readers a chance to win one of Apple's new iPhone 11 Pro Max devices and a lifetime AnyTrans license.
For...
Due to Apple seeding the iOS 13.1 beta prior to the public release of iOS 13, upgrading to a new iPhone may be a bit trickier this year.
In a support document, Apple has provided instructions...
Apple today the golden master version of an upcoming tvOS 13 update to developers, one week after seeding the eleventh beta and more than three months after unveiling the tvOS 13 software at the...
Netflix CEO Reed Hastings recently discussed what he thinks about the upcoming launch of new rivals Apple TV+ and Disney+, as well as Netflix's plans to retain subscriber interest after their...
One of the new features set to officially launch in iOS 13.1 next week is "Audio Sharing," which lets you share the audio that you hear from your iPhone with another user.
While this...
Apple added an ECG app to the Apple Watch Series 4 last year, providing users in select territories the ability to measure the electrical activity of their heart. This ECG feature is now live for...
