U.S. Mac Sales Down in June Despite Introduction of New MacBook Airs
Piper Jaffray analyst Gene Munster has released a new report covering the full June quarter Mac and iPod sales data from market research firm NPD.
According to the data, Apple's Mac sales came in down 5% year over year, despite the introduction of the newest Haswell-based MacBook Airs at this year's WWDC. During the same time period last year, Apple unveiled both upgraded MacBook Airs and the new Retina MacBook Pro, so it seems the lack of a refreshed MacBook Pro lineup may have impacted sales for the quarter.
As with his previous reports, Munster notes that it remains difficult to extrapolate NPD data to Apple's global sales performance, but he views the June data as "neutral to slightly negative," down from slightly positive in a May report.
We note that we had expected an uptick in Mac sales in the month of June given updated Macbook Airs at WWDC; however, Mac units were [down] 12% y/y for the month of June according to NPD. Based on the differences between NPD data and Apple reported Mac sales over the past few quarters, we note it is becoming more difficult to draw conclusions from NPD data.
Munster stands by his belief that iPads will continue to cannibalize Mac sales and sticks with his prediction of 5% year over year decline in Mac sales for the June quarter. Macs are currently responsible for less than 15% of Apple's total revenue.
As for iPods, Munster's analysis of NPD data suggests that units are down 32% year over year, while the Piper Jaffray estimate suggests that sales are down 23% year over year on a global basis. However, as iPods only represent 2% of Apple's revenue, the overall impact of the sales decline is minor.
Popular Stories
Apple released iOS 18.2 in the second week of December, bringing the second round of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update brings several major advancements to Apple's AI integration, including completely new image generation tools and a range of Visual Intelligence-based enhancements. Apple has added a handful of new non-AI related feature controls as...
Wednesday December 18, 2024 11:39 am PST by
Juli CloverApple is no longer planning to launch a hardware subscription service that would let customers "subscribe" to get a new iPhone each year, reports Bloomberg's Mark Gurman.
Gurman first shared rumors about Apple's work on a hardware subscription service back in 2022, and at the time, he said that Apple wanted to develop a simple system that would allow customers to pay a monthly fee to gain...
Contrary to recent reports, the iPhone 17 Pro will not feature a horizontal camera layout, according to the leaker known as "Instant Digital."
In a new post on Weibo, the leaker said that a source has confirmed that while the appearance of the back of the iPhone 17 Pro has indeed changed, the layout of the three cameras is "still triangular," rather than the "horizontal bar spread on the...
Wednesday December 18, 2024 10:05 am PST by
Juli CloverElevation Lab today announced the launch of TimeCapsule, an innovative and simple solution for increasing the battery life of Apple's AirTag.
Priced at $20, TimeCapsule is an AirTag enclosure that houses two AA batteries that offer 14x more battery capacity than the CR2032 battery that the AirTag runs on. It works by attaching the AirTag's upper housing to the built-in custom contact in the...
The current Apple TV 4K was released more than two years ago, so the streaming device is becoming due for a hardware upgrade soon. Fortunately, it was recently rumored that a new Apple TV will launch at some point next year.
Below, we recap rumors about the next-generation Apple TV.
Bloomberg's Mark Gurman last week reported that Apple has been working on its own combined Wi-Fi and...
Blackmagic today announced that its URSA Cine Immersive camera is now available for pre-order, with deliveries set to start late in the first quarter of 2025. Blackmagic says that this is the world's first commercial camera system designed to capture 3D content for the Vision Pro.
The URSA Cine Immersive camera was first introduced in June, but it has not been available for purchase until...
Apple launched the controversial "trashcan" Mac Pro eleven years ago today, introducing one of its most criticized designs that persisted through a period of widespread discontentment with the Mac lineup.
The redesign took the Mac Pro in an entirely new direction, spearheaded by a polished aluminum cylindrical design that became unofficially dubbed the "trashcan" in the Mac community. All of ...
Apple is planning a series of "major design" and "format changes" for iPhones over the next few years, according to The Wall Street Journal's Aaron Tilley and Yang Jie.
The paywalled report published today corroborated the widely-rumored "iPhone 17 Air" with an "ultrathin" design that is thinner than current iPhone models. The report did not mention a specific measurement, but previous...
