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Mac sales going strong, but iPod sales down

Immediately after the iPad's introduction, Piper Jaffray analyst Gene Munster predicted that the iPad would have a minimal effect on sales of the Mac. "The gadget is a premium mobile device, not a computer," Munster said. "Consumers looking for an affordable portable computer will likely stick with the MacBook lineup." The latest NPD data has proven Munster's prediction correct. US Mac sales were up 39 percent year-over-year in April, and Munster believes Mac sales will continue to grow from 19-23% over 2009 sales. At that rate, Apple may sell as many as 3.2 million Macs during the current quarter. Part of that sales increase can be attributed to recent updates to the MacBook Pro, with forthcoming updates for the MacBook and MacBook Air also expected any day now.

Sales data for the iPod is less encouraging, but this is also in line with Munster's January prediction that the iPad would likely cannibalize sales of Apple's lower-priced media players. iPod sales are down by 17% year-over-year, which is an even worse dropoff than what Munster predicted. However, there's an upshot to the decline in iPod sales: according to the data, many people deciding against buying an iPod are buying an iPad instead, leading to increased revenue for Apple. With an average price four times that of the average iPod, Munster calls iPad cannibalization of iPod sales "a net positive for Apple's business."

There's no indication from NPD of what effect, if any, the iPad is having on the iPhone's sales. However, it seems unlikely that the iPad is significantly affecting the iPhone's sales compared to other factors. Numerous media leaks have pretty much cemented the notion that iPhone updates are due soon, with coverage so widespread and mainstream that even average consumers must be well aware that it's a good idea (for them) to hold off on buying an iPhone until the likely update next month. Apple reportedly told police that Gizmodo's leak was "immensely damaging" to Apple for that very reason; we'll probably have to wait until Apple's next earnings release sometime in July before we know just how immense the damage has been.

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Apple Financial

Immediately after the iPad's introduction, Piper Jaffray analyst Gene Munster predicted that the iPad would have a minimal effect on sales...
 

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karrysony

many of my friends buy mac

August 04 2010 at 3:13 AM Report abuse rate up rate down Reply
NNTPgrip

iPod sales are down because they screwed up the cheapest one. They need to add buttons back to the shuffle.

May 18 2010 at 2:34 PM Report abuse rate up rate down Reply
wbeasley

yeah but how many ipods do we need to own?

they dont wear out that quickly, about the only reason to upgrade is if you want more storage space for the same or less money.

the last nano had that awful shiny finish and fingerprinted all the time. the video camera? a good gimmick - anyone use it regularly?

Apple owns this market. there are very few other players around that sell in quantities. why? they dont play well with iTunes or can't play H264 videos at the same size ipods can (most Sony players are good and play AAC but video has been crap - and I'm not going to spend time transcoding). you want to be a player in this field, step up to Apple's rules (formats).

guess we're overdue for some real innovation in the ipod area. September awaits (with no doubt design and OS clues from a June phone release).

32g nano anyone? new aluminium look touch with camera?

even if Apple sell less of these, they are still going to be selling way more than anyone else out there.

i'm still waiting for my iPad to ship (to Australia). i neither replaced an ipod purchase or a Mac one. it's a different niche altogether.

May 18 2010 at 8:18 AM Report abuse rate up rate down Reply
rjflyn@yahoo.com

Sorry but I dont see the leak being 'immensely damaging" at all, the new iPhone is going to fly out of the stores like it always has. The thing that might that is if they release to a new carrier on a different day, then people in the US are going to hold off and that is going to be the cause of any damage.

That said as well as the iPad is selling its still too pricy. Considering some of my Apple tech sits unused- iPod touch as my iPhone replaced it some time ago. If they would allow me to trade it in for what I paid for it toward the iPad well then maybe we could talk.

May 18 2010 at 8:09 AM Report abuse rate up rate down Reply
Ian Parkinson

It is not the iPad that is affecting sales of the iPod, it is the iPhone.
People are buying iPhones instead of iPods!!

May 18 2010 at 8:03 AM Report abuse rate up rate down Reply
basscadet

Almost all new cellphones have built-in mp3 players and feature card slots to expand their memory so the ipod would now be considered a purchase of portable entertainment device. I do see it phasing out and disappearing between iPhones and iPads as more and more people buy cheaper smartphones and soon tablets will flood the market.

May 18 2010 at 1:24 AM Report abuse rate up rate down Reply
FoxyOrb

Well, I have an iPod Touch, but give me one with a camera, SD card, and microphone and I will plunk my hard earned cash because these would make the device so much more convenient in everyday use.

May 18 2010 at 12:29 AM Report abuse rate up rate down Reply
jonathan

I think everyone talking about over saturation forget that people grow older every year...there is always a 8-15 yr old that just had a birthday and is not old enough for their own iPad or MacBook, but definitely old enough for an iPod or ipod touch...just saying. It may be close to being saturated, but don't think the platform is going away anytime soon. Contrary to pubic belief, everyone does NOT have an iPod.

May 18 2010 at 12:03 AM Report abuse rate up rate down Reply
Rudy

its called over saturation. EVERYONE has an ipod, its not like they're jumping ship to other brands.

May 17 2010 at 10:32 PM Report abuse rate up rate down Reply
Microdot

i really dont see the ipad cannibalizing sales of the ipod. they are really in two completely different classes of device. i honestly believe the ipod has reached a saturation point. those that want one, have one... those that dont want one, arent ever going to buy one... and those looking for replacements arent enough to float the entire industry.

May 17 2010 at 8:04 PM Report abuse rate up rate down Reply
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