Top Apple analyst says MacBook demand has fallen ‘significantly’::A top Apple analyst said Wednesday that shipments for MacBook computers will decline around 30% year over year.
Top Apple analyst says MacBook demand has fallen ‘significantly’::A top Apple analyst said Wednesday that shipments for MacBook computers will decline around 30% year over year.
No, most computer sales are way down this year compared to last year.
IDC shows Apple’s sales are down 23% year over year this most recent quarter (Q3 2023), worse than the overall market of down 7.6%.
But in Q2 2023, the last quarter before that, Apple was the only manufacturer to show an increase, up 10.3% when the overall market was down 13.4%.
In Q1 2023, Apple’s shipments dropped 40.5%, while the market as a whole dropped 29%.
Q4 2022, Apple was down 2.1% while the industry as a whole was down 28.1%
If I were at a computer I’d be able to pull these things up more comprehensively, but you get the point. Apple is in a weird position because they released a big change right in the middle of the pandemic when demand for computers was already through the roof, but they’re still in the same basic boat as everyone else, with the booms of 2021 to 2022 giving less demand for upgrades so soon afterward.
I was looking at total revenue, for the global market, but you’re right that I probably should have been looking at units.
Slightly different picture it seems.