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
With the launch of iOS 16.1, Apple rolled out a Emergency SOS via Satellite, which is designed to allow iPhone 14 owners to contact emergency services using satellite connectivity when no cellular or WiFi connection is available. The feature was put to the test in Alaska today, when a man became stranded in a rural area. In the early hours of the morning on December 1, Alaska State Troopers ...
Apple plans to publicly release iOS 16.2 for the iPhone in mid-December, according to Bloomberg's Mark Gurman. The update remains in beta testing for now, with at least eight new features and changes already uncovered so far.
iOS 16.2 introduces a number of new features, including Apple's new whiteboard app Freeform, two new Lock Screen widgets for Sleep and Medications, the ability to hide...
Wednesday November 30, 2022 10:09 am PST by
Juli CloverApple today released iOS 16.1.2, another minor bug fix update that comes one week after the release of iOS 16.1.1 and three weeks after the launch of iOS 16.1, an update that added support for iCloud Shared Photo Library, Matter, Live Activities, and more.
The iOS 16.1.2 update can be downloaded on eligible iPhones over-the-air by going to Settings > General > Software Update.
According...
Do-it-yourself repair website iFixit today shared a video teardown of Apple's new 10th-generation iPad, providing a closer look inside the tablet and revealing why the device lacks support for the second-generation Apple Pencil.
The teardown reveals the internal layout of the iPad, including its two-cell 7,606 mAh battery, logic board with the A14 Bionic chip, and more.
As suspected, the...
Apple in late October began testing iOS 16.2 and iPadOS 16.2 updates, providing betas to both developers and public beta testers. As of now, we've had four total betas, with the fourth beta having been released earlier this week. iOS 16.2 and iPadOS 16.2 are expected before the end of the year, and we thought we'd try to narrow down the launch timeline.
With only four betas released since...
The next-generation MacBook Pro models could feature faster RAM, according to a recent report from a reliable source.
MacRumors Forums member "Amethyst," who accurately revealed details about the Mac Studio and Studio Display before those products were announced, recently provided information about Apple's upcoming 14- and 16-inch MacBook Pro models. The new machines are expected to feature...
The calendar has turned to December and that means Apple has only one month left to fulfill its promises of releasing an Apple Music Classical app and expanding its self-service repair program to Europe before the end of 2022. Delays are always possible, of course, so the plans could be pushed back to 2023. In any case, we have put together a list of five things that Apple still has to release...
Apple today seeded the fourth betas of upcoming iOS 16.2 and iPadOS 16.2 updates to developers for testing purposes, with the betas coming two weeks after Apple seeded the third betas of iOS 16.2 and iPadOS 16.2.
Registered developers are able to download the iOS 16.2 and iPadOS 16.2 profiles from the Apple Developer Center, and once installed, the beta is available over the air.
iOS...
iPhone 12 Pro and Pro Max, iPhone 13 Pro and Pro Max, and iPhone 14 Pro and Pro Max models feature a LiDAR Scanner next to the rear camera that can be used to measure a person's height instantly in Apple's preinstalled Measure app.
To measure a person's height, simply open the Measure app, point your iPhone at the person you want to measure, and make sure they are visible on the screen from...
Apple has decided to call the software that will run on its upcoming AR/VR headset "xrOS," an update from the original "RealityOS or "rOS" naming the company was planning on, according to Bloomberg. Render created by Ian Zelbo based on rumored information The name change comes as Apple begins to prepare for the launch of the headset, which is expected at some point in 2023. The headset will...
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 !