5 ms·

Here's data. # of Apple shipment. 2019 Q1 - 3.9m 2020 Q1 - 3.1m 2021 Q1 - 6.7m (111.5% increase YoY) 2022 Q1 - 7.0m 2023 Q1 - 4.1m Apple experienced expl

by pcurve 4y ago

Here's data. # of Apple shipment. 2019 Q1 - 3.9m 2020 Q1 - 3.1m 2021 Q1 - 6.7m (111.5% increase YoY) 2022 Q1 - 7.0m 2023 Q1 - 4.1m Apple experienced explosive growth in 2021Q1 over 2020 Q1 compared to other PC makers. Lenovo (+59.1%) HP (+64.1%) Dell (+23.4%) Apple (+111.5%) Acer (+73.5%) Where as Lenovo and HP declined ~15% in 2022 Q1, Apple managed to gain 4.5%. So compared others, Apple had more to fall. Looking at the multi-year trend, the 2023 PC sales volume is returning to 2019 figure, except Apple. Lenovo 13.4m (2019) vs 12.7m (2023) HP 13.5m (2019) vs 12.0m (2023) Dell 10.4m (2019) vs 9.5m (2023) Apple 3.1m (2019) vs 4.1m (2023)

still_grokking 4y ago
This would be a very good comment, if only it had a source attached.
- pcurve 4y ago
  Not able to edit the comment now, but the source is IDC Quarterly Personal Computing Device Tracker. They're quoted in a few different publications. 2019,2020 https://9to5mac.com/2020/04/13/idc-gartner-mac-shipments-q1-2020/ https://9to5mac.com/2020/04/13/idc-gartner-mac-shipments-q1-... 2020,2021 https://www.businesswire.com/news/home/20210409005459/en/PC-Shipments-Show-Continued-Strength-in-Q1-2021-Despite-Component-Shortages-and-Logistics-Issues-According-to-IDC https://www.businesswire.com/news/home/20210409005459/en/PC-... 2022,2023 https://www.idc.com/getdoc.jsp?containerId=prUS50565723 https://www.idc.com/getdoc.jsp?containerId=prUS50565723
- moonchrome 4y ago
  ChatGPT turing test
freeplay 4y ago
To be honest, I think it's pretty obvious this has less to do with M1/M2 tech specs and more to do with the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook.
- lotsofpulp 4y ago
  > the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook. Source? And source that they spent that income on MacBooks?
  - DwnVoteHoneyPot 4y ago
    Here's the source they spent on MacBooks: "Apple (+111.5%)"
    - freeplay 4y ago
      Exactly
  - freeplay 4y ago
    I know we are all very analytical on this site and love to comment "source?" any time someone infers something from a dataset, but this seems like one of those times we can easily correlate the two. The lower class who needed those checks to pay rent and buy food did just that. However there was a large portion of the population who did not lose their jobs and considered those stimulus checks "fun money." Many used it to purchase goods they typically wouldn't have 1k+ to spend on regularly. Couple that with many working from home, their children going to school from home and needing a laptop, and the sheer boredom factor, I don't think it's a leap to correlate stimulus checks with a huge jump in Macbook sales given the time frame. Again, you also have to factor in that the check was pretty much exactly what a new, entry-level (aka most popular SKU), Macbook Air would cost after taxes.
- pertymcpert 4y ago
  That's not obvious at all. Source?
- makeitdouble 4y ago
  These are worldwide shipment numbers.

by pcurve 4y ago

still_grokking 4y ago

This would be a very good comment, if only it had a source attached.

pcurve 4y ago
Not able to edit the comment now, but the source is IDC Quarterly Personal Computing Device Tracker. They're quoted in a few different publications. 2019,2020 https://9to5mac.com/2020/04/13/idc-gartner-mac-shipments-q1-2020/ https://9to5mac.com/2020/04/13/idc-gartner-mac-shipments-q1-... 2020,2021 https://www.businesswire.com/news/home/20210409005459/en/PC-Shipments-Show-Continued-Strength-in-Q1-2021-Despite-Component-Shortages-and-Logistics-Issues-According-to-IDC https://www.businesswire.com/news/home/20210409005459/en/PC-... 2022,2023 https://www.idc.com/getdoc.jsp?containerId=prUS50565723 https://www.idc.com/getdoc.jsp?containerId=prUS50565723
moonchrome 4y ago
ChatGPT turing test

freeplay 4y ago

To be honest, I think it's pretty obvious this has less to do with M1/M2 tech specs and more to do with the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook.

lotsofpulp 4y ago
> the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook. Source? And source that they spent that income on MacBooks?
- DwnVoteHoneyPot 4y ago
  Here's the source they spent on MacBooks: "Apple (+111.5%)"
  - freeplay 4y ago
    Exactly
- freeplay 4y ago
  I know we are all very analytical on this site and love to comment "source?" any time someone infers something from a dataset, but this seems like one of those times we can easily correlate the two. The lower class who needed those checks to pay rent and buy food did just that. However there was a large portion of the population who did not lose their jobs and considered those stimulus checks "fun money." Many used it to purchase goods they typically wouldn't have 1k+ to spend on regularly. Couple that with many working from home, their children going to school from home and needing a laptop, and the sheer boredom factor, I don't think it's a leap to correlate stimulus checks with a huge jump in Macbook sales given the time frame. Again, you also have to factor in that the check was pretty much exactly what a new, entry-level (aka most popular SKU), Macbook Air would cost after taxes.
pertymcpert 4y ago
That's not obvious at all. Source?
makeitdouble 4y ago
These are worldwide shipment numbers.