Wednesday, July 12, 2023

Mac Sales in Q2 2023

Ben Lovejoy (Hacker News):

Mac shipments grew by more than 10% in the second quarter of the year, compared to the same period in 2022, according to a new market intelligence reports.

All major PC brands saw their own shipments fall in the same period, most by double digits[…] Apple’s growth in Mac shipments is said to in large part reflect constrained supply last year.

IDC says that Apple has an 8.6% share of shipments and that overall this was the “sixth consecutive quarter of contraction brought on by macroeconomic headwinds, weak demand from both the consumer and commercial sectors, and a shift in IT budgets away from device purchases.”

Note that these numbers are for the calendar Q2, which is not the same as Apple’s fiscal Q2 below.


Update (2023-07-13): Nick Heer:

The number of Mac shipments, as Goswami acknowledges, grew; it was not “markedly down” and did not “mirror […] the broader market”. It was the complete opposite. Market share is also up — from 6.8% to 8.6%. I might be reading this wrong, but it looks a little like the second paragraph here was prewritten in anticipation of a sales slide and Goswami forgot to delete it.

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Martin Diers

No doubt much of this was driven by the deep 30% discount on Mac hardware through Apple FInance (if the leases were paid in full up front).

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