12/18/2023 0 Comments Microsoft edge user numbers growing asIn the last three years, the Windows PC market has grown just 6% while Mac share grew 60%. What that means once the crisis has abated is open to conjecture, but it does suggest that when ( if) we ever return to better days, Apple’s Mac platform will be more prevalent than it has been for decades. That said, during Apple’s last fiscal call, CEO Tim Cook pointed out that the install base of active Macs reached, “an all-time high” across all geographies. In Q4 2022, Windows PC sales fell 30% while Mac sales saw just a 2% decline, though Cook and industry data suggests the company is feeling some pain. But data from IDC, Gartner, Counterpoint, and Canalys all support StatCounter’s thesis that Mac sales remain strong in comparison to competitors. The entire consumer electronics industry is experiencing the same thing. The supply of raw materials such as aluminium, nickel, palladium and vanadium has been an issue. Why the company is facing these challenges isn’t especially clear, but it’s not impossible that lack of access to the raw materials used by chip foundries as a result of the war in Ukraine may be affecting production. The latest market speculation is that TSMC is having trouble making enough processors for Apple to launch the Macs, meaning yield is being directed towards iPhones. That inflection point continues with M2 chips, and even a purported delay in the M3 appearance is unlikely to stymie progress. Wells Fargo analyst Aaron Rakers put it this way in a client note last year: “When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle,” he wrote. To be fair, Apple never said it would make such a shift and seems to be still in the M2 series transition, so earlier speculation that it might introduce M3 machines may have been malicious or misplaced.Īnd even with the M2 inside, Apple’s Macs are giving high-end computers from other manufacturers a run for the money in terms of ease of use, longevity, and computational performance per watt the Mac is winning the charm offensive. Supply, demand, and manufacturing challenges continue, even as economic misery hits consumer pockets.įor example, there are disappointing rumors that Apple will not move to 3nm M3 processors this year after all. The market may be tepid, but Apple is thriving in comparison to others. While you must put the data into the context of a declining PC market, it is clear that Apple is growing its overall share - even if Mac sales seem sluggish. What is also interesting is the extent to which the introduction of M-series Apple Silicon Macs has boosted this momentum. Look even more deeply and you can quite literally see spikes in Mac deployment in reaction to big platform events, such as the introduction of Apple Silicon machines in November-December 2020. This is a sustained pattern of change that goes back a decade. Since then, Apple has increased its US PC market share by a huge percentage, from 12.86% to 31.34%. Dig into StatCounter’s data and you’ll find that 10 years ago, in April 2013, just 12.86% of desktops used in the US were Macs, with Windows accounting for 85.6%. This progress has been a long sustained story in which Macs have steadily achieved growth.
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