Macs are killing PCs proper now, at the very least by way of models shipped. Apple’s Mac gross sales grew 8% within the first quarter of 2022, whereas PC opponents noticed double-digit drops in gross sales.
This knowledge comes courtesy of Counterpoint Research, an trade analyst.
Superb Mac quarter. Second highest whole Mac gross sales of all time (down from final sequential quarter) and a powerful 15% enhance on year-over-year gross sales. pic.twitter.com/O3Cdazc1m5
— Jason Snell (@jsnell) April 28, 2022
Whereas Apple noticed gross sales develop between the primary quarter of 2021 and the identical interval in 2022, Lenovo and HP — the biggest PC producers — dropped considerably. Lenovo noticed a significant 10% drop in shipments, and HP had a crushing 16% discount.
There are a variety of things that may contribute to this, however Counterpoint Analysis factors out the most important culprits are rising inflation, the continuing battle in Ukraine, and persevering with COVID-19 lockdowns in China. Mix all of that with the part scarcity we have now skilled over the previous few years, and it’s no shock that PC producers are seeing diminished gross sales.
William Li of Counterpoint Analysis explains the drop in gross sales within the report: “Our checks recommend the PC provide chain turned comparatively conservative on cargo outlook in the course of [the first quarter of] 2022, largely dragged by international inflation and regional battle, which introduced uncertainties to PC demand and blurred the general PC cargo momentum forward.”
Apple is the clear exception right here. Dell managed to squeeze out 1% progress in shipped models, which is spectacular in comparison with its closest opponents. However that doesn’t maintain a candle to Apple’s 8% progress in the identical time interval.
Apple is in demand proper now due to its spectacular M1 Mac lineup. The profitable launch of the MacBook Professional final 12 months and the Mac Studio just some months in the past most actually helped increase the corporate’s numbers.
General, year-over-year laptop gross sales fell 4.3% within the first quarter of 2022, due in no small half to inflation and the chip scarcity. Apple is prospering, although, regardless of all these obstacles. As an organization flush with money, suppliers will usually give Apple precedence over different producers, which could clarify why Macs carried out so nicely.
This isn’t the one sector the place Apple is thrashing out the competitors. Whereas smartphone gross sales shrank total, Apple handily outpaced the market and even beat Samsung in the fourth quarter of 2021 in models shipped.
It appears Apple is dominating the whole lot it touches proper now. Nonetheless, one other lockdown in China and growing worker unrest could shake up the corporate’s persevering with progress.
Editors’ Alternative
