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Apple's Mac Sales Stagnant in Q2 2017 Amid Continuing Worldwide PC Market Decline
During the quarter, Apple shipped an estimated 4.24 million Macs worldwide, down from 4.26 million in the second quarter of 2016, for an estimated decline in growth of -0.4 percent. While sales were down slightly, market share was up. Apple held 6.9 percent of the market during the quarter, up from 6.7 percent a year ago. Apple is estimated to be the number four PC vendor in the world, edging out Asus, the company that held that position this time last year.
HP and Dell, the number one and number three worldwide PC vendors, respectively, saw shipment growth during the quarter. HP shipped an estimated 12.7 million PCs for 10.8 percent of the market (3.3 percent growth) while Dell shipped an estimated 9.6 million PCs for 15.6 percent of the market (1.4 percent growth). Lenovo, once the number one worldwide PC vendor, is now in second place after sales dropped from 13.3 million in Q2 2016 to 12.2 million in Q2 2017. Lenovo now holds 19.9 percent of the market and saw a -8.4 percent dip in growth.
Asus and Acer, the number five and six worldwide PC vendors, also saw PC sales fall significantly. Asus shipped 4 million PCs during the quarter, down from 4.5 million for -10.3 percent growth, while Acer shipped 3.9 million, down from 4.4 million for -12.5 percent growth.
According to Gartner, overall worldwide PC shipments totaled 61.1 million units in Q2 2017, a 4.3 percent decline compared to Q2 2016.
"Higher PC prices due to the impact of component shortages for DRAM, solid state drives (SSDs) and LCD panels had a pronounced negative impact on PC demand in the second quarter of 2017," said Mikako Kitagawa, principal analyst at Gartner "The approach to higher component costs varied by vendor. Some decided to absorb the component price hike without raising the final price of their devices, while other vendors transferred the costs to the end-user price."In the United States, PC shipments totaled 14 million units during the second quarter of 2017, a 5.7 percent decline compared to the second quarter of 2016. Apple is the number four PC vendor in the United States, shipping an estimated 1.7 million Macs (for 11.8 percent market share), a significant decline from the 1.83 million Macs shipped in the second quarter of 2016.
Apple's U.S. sales dropped 9.6 percent from Q2 2016 to Q2 2017, with Lenovo and Asus also seeing sharp dips. Lenovo's sales were down 16.3 percent (1.9 million PCs shipped vs. 2.2 million in Q2 2016), while Asus's sales were down 40.7 percent (447K PCs shipped vs. 754K in Q2 2016).
IDC also released its PC market shipment estimates today, and its numbers are a bit rosier. IDC estimates Apple shipped 4.3 million Macs during the quarter, up from 4.26 million for a small 1.7 percent growth. According to IDC, worldwide PC shipments totaled 60.5 million units, a decline of 3.3 percent. Like Gartner, IDC estimates Apple is the number four worldwide PC vendor, behind HP, Lenovo, and Dell, but above Asus and Acer.
It's important to note that data from Gartner and IDC is preliminary and that the numbers can shift, sometimes dramatically and sometimes less so. Last year, for example, Gartner estimated Mac shipments of 4.56 million in the second quarter of 2016, but the actual number was 4.26 million.
Apple recently refreshed much of its Mac notebook lineup and its iMacs, so it could see some growth in the coming quarter as customers purchase the new machines.