• Well, well Mac sales plummet

    From Thomas E.@21:1/5 to All on Mon Apr 10 04:27:44 2023
    Guess a lot of Maccies got their shiny new laptops and did not need two?

    Very predicable.

    https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe

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  • From -hh@21:1/5 to Thomas E. on Mon Apr 10 09:56:38 2023
    On Monday, April 10, 2023 at 7:27:46 AM UTC-4, Thomas E. wrote:
    Guess a lot of Maccies got their shiny new laptops and did not need two?

    Very predicable.

    https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe

    Took awhile to track down, but this appears to be a YoY metric, not QoQ.

    So while 2023 is down by 40%, the longer term questions are what’s
    been the recent trend, and to what degree is this a affected by the discontinuity from Intel to Apple CPU adoption..

    1Q2023: 4.1M. -40%
    1Q2022: 6.9M (flat)
    1Q2021: 6.7M +111%
    1Q2020: 3.16M

    Despite a lot of noise, that’s still roughly a +10%/yr trend. Really need more than just one (so far) datapoint before declaring a new trend.

    More Q’s here:
    < https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/>

    -hh

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  • From Alan@21:1/5 to Thomas E. on Mon Apr 10 12:34:19 2023
    On 2023-04-10 04:27, Thomas E. wrote:
    Guess a lot of Maccies got their shiny new laptops and did not need two?

    Very predicable.

    https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe

    Indeed.

    So why bother bringing it up, Little Shit?

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  • From Thomas E.@21:1/5 to Alan on Thu Apr 13 04:07:56 2023
    On Monday, April 10, 2023 at 3:34:27 PM UTC-4, Alan wrote:
    On 2023-04-10 04:27, Thomas E. wrote:
    Guess a lot of Maccies got their shiny new laptops and did not need two?

    Very predicable.

    https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
    Indeed.

    So why bother bringing it up, Little Shit?

    Because it's interesting to me, little shit.

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  • From Thomas E.@21:1/5 to -hh on Thu Apr 13 04:07:26 2023
    On Monday, April 10, 2023 at 12:56:39 PM UTC-4, -hh wrote:
    On Monday, April 10, 2023 at 7:27:46 AM UTC-4, Thomas E. wrote:
    Guess a lot of Maccies got their shiny new laptops and did not need two?

    Very predicable.

    https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/apple-40-plunge-pc-shipments-043700361.html?amp_js_v=0.1#webview=1&cap=swipe
    Took awhile to track down, but this appears to be a YoY metric, not QoQ.

    So while 2023 is down by 40%, the longer term questions are what’s
    been the recent trend, and to what degree is this a affected by the discontinuity from Intel to Apple CPU adoption..

    1Q2023: 4.1M. -40%
    1Q2022: 6.9M (flat)
    1Q2021: 6.7M +111%
    1Q2020: 3.16M

    Despite a lot of noise, that’s still roughly a +10%/yr trend. Really need more than just one (so far) datapoint before declaring a new trend.

    More Q’s here:
    < https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/>

    -hh

    Another look, took about 15 minutes to find

    Q1 Mac Shipments, IDC
    Year Units Share
    2023 4.1 7.2%
    2022 7.2 8.6%
    2021 6.9 8.1%
    2020 3.1 5.8%
    2019 3.7 6.6%

    Q1 Mac Shipments, Gartner
    Year Units Share
    2023 4.8 8.7%
    2022 7.3 9.3%
    2021 7.7 8.6%
    2020 3.8 7.1%
    2019 3.8 6.4%

    Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.

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  • From sms@21:1/5 to Thomas E. on Thu Apr 13 14:24:43 2023
    On 4/13/2023 4:07 AM, Thomas E. wrote:

    <snip>

    Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.

    What matters is profit, not market share. Apple has never been that
    interested in expanding the market share of Macs.

    With the move to their own silicon, Apple wrote off a lot of users that
    used to be able to dual-boot MacOS and Windows and that required Windows because the applications that they used have no MacOS version, or a
    limited functionality MacOS version. The applications I see like this
    the most are Solidworks, Cadence, Autocad (Mac version available but
    limited functionality), and Altium. We also use Statistica which is Windows-only. Look at the recommendations for computers that
    universities publish. If you're in a technical field they will
    inevitably tell you not to buy a Mac. This is not good for Apple in
    terms of getting users into the Apple ecosystem.

    No doubt Apple was aware that the move to their own silicon would have
    side effects and determined that the cost savings of moving away from
    x86, as well as other benefits like thermals and power consumption,
    outweighed the lost market share.

    Macs are great for some things, but if you're in a technical,
    scientific, programming, data analysis, medical, or research field then
    you can't really get away from Windows.

    --
    “If you are not an expert on a subject, then your opinions about it
    really do matter less than the opinions of experts. It's not
    indoctrination nor elitism. It's just that you don't know as much as
    they do about the subject.”—Tin Foil Awards

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  • From Thomas E.@21:1/5 to sms on Tue Apr 25 08:04:28 2023
    On Thursday, April 13, 2023 at 5:24:48 PM UTC-4, sms wrote:
    On 4/13/2023 4:07 AM, Thomas E. wrote:

    <snip>
    Agreed, we need another year to say it's a trend. However, the headline is that Mac sales fell more than the overall market, share dropped. The Statistica Mac data do not account for overall market size.
    What matters is profit, not market share. Apple has never been that interested in expanding the market share of Macs.

    With the move to their own silicon, Apple wrote off a lot of users that
    used to be able to dual-boot MacOS and Windows and that required Windows because the applications that they used have no MacOS version, or a
    limited functionality MacOS version. The applications I see like this
    the most are Solidworks, Cadence, Autocad (Mac version available but
    limited functionality), and Altium. We also use Statistica which is Windows-only. Look at the recommendations for computers that
    universities publish. If you're in a technical field they will
    inevitably tell you not to buy a Mac. This is not good for Apple in
    terms of getting users into the Apple ecosystem.

    No doubt Apple was aware that the move to their own silicon would have
    side effects and determined that the cost savings of moving away from
    x86, as well as other benefits like thermals and power consumption, outweighed the lost market share.

    Macs are great for some things, but if you're in a technical,
    scientific, programming, data analysis, medical, or research field then
    you can't really get away from Windows.

    --
    “If you are not an expert on a subject, then your opinions about it
    really do matter less than the opinions of experts. It's not
    indoctrination nor elitism. It's just that you don't know as much as
    they do about the subject.”—Tin Foil Awards

    You can dual-boot licensed W11 via Parallels.

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