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Apple's Q2 2017 MacBook Sales Increase 17 Percent Over the Previous Quarter
Apple gained ground on ASUS at fifth place in the second quarter ranking, with a 0.7 percent increase over the previous quarter to leave both companies taking a 10 percent share of the market. TrendForce highlighted Apple's decision to upgrade its 12-inch MacBook as one of the reasons behind the gains.
Apple trailed closely behind ASUS at fifth place in the second-quarter ranking. The updated 12-inch MacBook helped expand MacBook shipments by 17.1 percent from the first quarter to 3.98 million units. TrendForce also anticipates a double-digit sequential growth for third-quarter MacBook shipments as Apple will focus on the MacBook Pro series during the year’s second half.Global notebook shipments in the second quarter of 2017 registered a sequential quarterly increase of 5.7 percent and a year-on-year increase of 3.6 percent, totaling 39.96 million units. Sales in the U.S. and the arrival of new product models were said to be the main driving forces behind the second quarter shipments, with strong demand in the entire first half of 2017 exceeding market expectations.
Tapping into back-to-school sales, HP's market share increased by 8.5 percent, allowing the company to retain first place in the global shipment ranking for the fifth consecutive quarter, while Dell posted the largest sequential increase of 21.3 percent to take third place in the ranking. Lenovo meanwhile shipped just 8.05 million units in the second quarter, representing a year-on-year drop of 2.4 percent, with slowdown in the notebook market in the Asia-Pacific region said to have had an impact on the brand's performance.
Acer's aggressive expansion in the Chromebook market did little to fend off rival models in the U.S., causing its notebook shipments to drop by 3.5 percent from the first quarter to 3.22 million units, with Acer remaining in sixth place in the global ranking.
TrendForce noted there are worries in the market that the strong shipment result for this year's first half reflects demand pulling ahead, so shipments in the second half might be comparatively weak. Despite that, third-quarter notebook shipments are projected to increase by another 3-5 percent versus the previous quarter.
Apple updated its 13-inch and 15-inch Retina MacBook Pro notebooks in June, introducing faster processors and improved GPUs just eight months after the machines were last refreshed. It also introduced a new low-price 13-inch MacBook Pro sans Touch Bar with a 128GB SSD. No other changes were made to the MacBook Pro.
According to KGI Securities analyst Ming-Chi Kuo, Apple is working on a high-end 15-inch MacBook Pro model that will include 32GB RAM, with production on this machine to begin early in the fourth quarter of 2017. Kuo claimed the MacBook Pro will be "the most significantly redesigned product this year" with desktop-class RAM to appeal to high-end users.