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
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...
A bug in WebKit's implementation of a JavaScript API called IndexedDB can reveal your recent browsing history and even your identity, according to a blog post shared on Friday by browser fingerprinting service FingerprintJS.
In a nutshell, the bug allows any website that uses IndexedDB to access the names of IndexedDB databases generated by other websites during a user's browsing session....
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...
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...
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...
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 ...
A Tesla Model 3 owner has resorted to a workaround to implement Apple CarPlay in his vehicle, amid no sign of official support from Tesla (via Tesla North).
Apple CarPlay and Apple Music support are among the most-requested Tesla features, but with no indication that Tesla is willing to implement Apple CarPlay in its vehicles, Polish developer Michał Gapiński took matters into his own...
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...
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 !