Apple Seeing Continued Strong Mac Sales on Little Cannibalization by iPad, iPod Sales Remain Lower
Silicon Alley Insider reports that Piper Jaffray analyst Gene Munster has released a new research note looking at NPD's data for Mac and iPod sales for April and May. According to Munster, Apple is continuing to see strong growth of Mac sales ahead of analysts' expectations, with little cannibalization by the iPad seen so far. The iPod, however, is still underperforming relative to Wall Street expectations, although sales seem to have improved since an
earlier survey covering only April's data.
Mac retail sales in the U.S. are up 37% year-over-year for the quarter through May, according to NPD Group data analyzed by Piper Jaffray's Gene Munster, who just published the new data in a note.
That's better than the 19% year-over-year growth (3.1 million units) the Street is predicting for the June quarter. So unless Mac sales hit a wall in June, Apple should have some Mac upside in the June quarter, plus all the benefit of the iPad.
The earlier survey covering only April had shown Mac sales up 39% year-over-year, with the new report adding in May data showing only a slight slip in overall growth for the quarter from the earlier data, but still nearly double that currently expected by Wall Street analysts.
The iPod line is a different story, however, as the maturing product line is being overtaken in sales and publicity by the iPhone as strong sales of the iPod touch are only just struggling to offset declines in the traditional iPod segment. NPD's new data shows a decline of about 13% year-over-year in the iPod line, roughly in line with Wall Street expectations of sales of 9-10 million for the quarter and slightly worse than Munster's prediction of a 9% decline. The 13% decline marks an improvement from the April data alone, however, which showed iPod sales down 17% year-over-year. Munster also notes the NPD's data, which tracks only U.S. sales, is less reliable for iPods than Macs due to the higher mix of international sales for iPods.
Popular Stories
Apple is preparing a "bold" new iPhone Pro model for the iPhone's 20th anniversary in 2027, according to Bloomberg's Mark Gurman. As part of what's being described as a "major shake-up," Apple is said to be developing a design that makes more extensive use of glass – and this could point directly to the display itself.
Here's the case for Apple releasing a truly all-screen iPhone with no...
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Subscribe to the MacRumors YouTube channel for more videos.
Below, we recap key changes rumored for the iPhone 17 Pro models as of April 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and ...
If you have been experiencing issues with wireless CarPlay in your vehicle lately, it was likely due to a software bug that has now been fixed.
Apple released iOS 18.4.1 today, and the update's release notes say it "addresses a rare issue that prevents wireless CarPlay connection in certain vehicles."
If wireless CarPlay was acting up for you, updating your iPhone to iOS 18.4.1 should...
The first iOS 19 beta is less than two months away, and there are already a handful of new features that are expected with the update.
Apple should release the first iOS 19 beta to developers immediately following the WWDC 2025 keynote, which is scheduled for Monday, June 9. Following beta testing, the update should be released to the general public in September.
Below, we recap the key...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models simultaneously, which is why we often get rumored features months ahead of launch. The iPhone 17 series is no different, and we already have a good idea of what to expect from Apple's 2025 smartphone lineup.
If you skipped the iPhone...
Despite being more than two years old, Apple's AirPods Pro 2 still dominate the premium wireless‑earbud space, thanks to a potent mix of top‑tier audio, class‑leading noise cancellation, and Apple's habit of delivering major new features through software updates. With AirPods Pro 3 widely expected to arrive in 2025, prospective buyers now face a familiar dilemma: snap up the proven...
Apple may have updated several iPads and Macs late last year and early this year, but there are still multiple new devices that we're looking forward to seeing in 2025. Most will come in September or October, but there could be a few surprises before then.
We've rounded up a list of everything that we're still waiting to see from Apple in 2025.
iPhone 17, 17 Air, and 17 Pro - We get...
Apple today released iOS 18.4.1 and iPadOS 18.4.1, minor updates to the iOS 18 and iPadOS 18 operating systems that came out last September. iOS 18.4.1 and iPadOS 18.4.1 come two weeks after the launch of iOS 18.4 and iPadOS 18.4.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update.
There have been complaints about ...
Apple today updated its vintage products list to add the 2018 Mac mini and the iPhone 6s, devices that will get more limited service and repairs now that they are considered vintage.
The iPhone 6s initially launched in 2015, but Apple kept it around as a low-cost device until 2018, which is why it is only now being added to the vintage list. The iPhone 6s had Apple's A9 chip, and it was...
