I am delighted. If Mac sales are up 12% in a quarter when they are transitioning chips, it is easy to believe they will have a great back-to-school quarter. If they could do 12% growth over a sustained period, they could build serious marketshare. I hope we can hit the "Tipping Point" in a few years when people ask themselves why they they are still mucking around with Windows. Life is short; nobody should have to sit in front of a Windows box!
A year-over-year growth of 12 percent is not enough to build serious marketshare, the Mac needs to grow faster than the market.
Usually the PC market is growing at about 10 or 15 percent YOY, during the second calendar quarter (april to june) worldwide personal computer sales rose 11 percent to almost 55 million units, according to Gartner. The marketshare gain for Apple was like zero point one percent.
The Mac can keep its ground during the Intel transition but the marketshare gains, if there are any, will come later.
You've taken me from elation to disappointment. I hear lots of anecdotal evidence about Macs getting more attention, but if it isn't reflected in the numbers, this is a problem!
Year over year computer sales aren't actually growing that much. The latest data was in today's WSJ -- US PC growth was only about 6%. Worldwide growth was 9.5 to 11%. So Apple is growing faster than the overall PC market.
And the other point to note here is that the MacBook was only available for about six weeks out of this quarter. Expect to see even more unit growth in calendar Q3.
So keep hold of that elation -- it will come in handy!
Thanks for the comments,
Carl
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