U.S. Mac Sales Continue to Sag Ahead of October Updates
Apple’s Mac sales are down seven percent year over year for the full September quarter, according to a new report from Piper Jaffray analyst Gene Munster who looked at September data from market research firm NPD.
Based on the data, Munster suggests that U.S. Mac sales in the month of September were down 14 percent year over year, as during the July to August period, sales were down just three percent but dropped to seven percent down for the overall quarter.
We have analyzed domestic NPD retail data for the full September quarter which suggests Mac sales are tracking down 7% y/y. We note that the September data suggested the last month of the quarter was down 14%, which brought the average down from down 3% through the first to months to down 7% for the full 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 September quarter data point as "likely a neutral" due to the introduction of new MacBook Airs in June.
Overall, we believe the September quarter data point is likely a neutral 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.
Despite the fact that Apple is expected to debut Mavericks, updated Retina MacBook Pros, and the Mac Pro in October, Munster believes that Mac sales will continue to decline as Apple customers shift to iPads, with Macs representing a smaller part of Apple's overall business. Currently, Macs represent less than 15 percent of Apple’s total revenue.
iPod sales continue to decline too, with NPD data suggesting that domestic units are down 36 percent year over year (up slightly from 41% in the August data) in the full third quarter, with a 20 percent year over year drop in September. Because iPods now represent just 2% of all Apple’s revenue, the overall impact of this sales decline is minor.
Popular Stories
In his Power On newsletter today, Bloomberg's Mark Gurman outlined some of the new products he expects Apple to announce at its "Let Loose" event on May 7. First, Gurman now believes there is a "strong possibility" that the upcoming iPad Pro models will be equipped with Apple's next-generation M4 chip, rather than the M3 chip that debuted in the MacBook Pro and iMac six months ago. He said a ...
There are widespread reports of Apple users being locked out of their Apple ID overnight for no apparent reason, requiring a password reset before they can log in again. Users say the sudden inexplicable Apple ID sign-out is occurring across multiple devices. When they attempt to sign in again they are locked out of their account and asked to reset their password in order to regain access. ...
Apple is set to unveil iOS 18 during its WWDC keynote on June 10, so the software update is a little over six weeks away from being announced. Below, we recap rumored features and changes planned for the iPhone with iOS 18. iOS 18 will reportedly be the "biggest" update in the iPhone's history, with new ChatGPT-inspired generative AI features, a more customizable Home Screen, and much more....
Bloomberg's Mark Gurman today said that iOS 18 will "overhaul" many of Apple's built-in apps, including Notes, Mail, Photos, and Fitness. Gurman did not reveal any specific new features planned for these apps. It was previously rumored that the Notes app will gain support for displaying more math equations, and a built-in option to record voice memos, but this is the first time we have...
New iPads are coming, and Apple is holding a virtual event to introduce them! While it appears likely to be a relatively short video event, we should be seeing new iPad Pro and iPad Air models, some new accessories, and perhaps some additional surprises. Other Apple news and rumors this week included word that Apple is FINALLY planning to introduce a native Calculator app for the iPad later...
On this week's episode of The MacRumors Show, we discuss the announcement of Apple's upcoming "Let loose" event, where the company is widely expected to announce new iPad models and accessories. Subscribe to The MacRumors Show YouTube channel for more videos Apple's event invite shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Apple CEO Tim...
Top Rated Comments
I cannot do what I need to do on a tablet or a smartphone.
"Outgoing models that remain at full RRP show sales decline, shock horror!"
I'm honestly shocked !