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Filed under: Analysis / Opinion, Desktops, Hardware, Apple Financial, Apple

Mac shipments lowest they've been in 1.5 years

Apple reported amazing earnings in its conference call last week, but SwitchtoaMac.com says not so fast -- while it's true that there was a lot of sun shining in Apple's report, there is one small shadow that they obviously didn't mention: their shipments of new Macs have started to drop off for the first time in 5.5 years. And they're the lowest they've been in a year and a half.

A problem? Not a terrible one, but as you can see from the chart over there, there is a definite downturn in new Mac shipments. That might actually be good news for Apple, though -- with the economy doing a nice downturn lately, less inventory might shore up sales a bit, and keep their budgets in line with estimations. Of course it would also mean fewer Mac sales (and despite the recent popularity of the iPhone and the iPod, Macs still make up the majority of Apple's revenue), but if customers aren't there, that's better than having warehouses full of computers paid for but not actually sold.

It's definitely not a sign that the company is going down in flames (in fact, all evidence says exactly the opposite), but it may be a sign that Apple's amazing growth is slowing down a bit.

Thanks, Larry T!

Filed under: Analysis / Opinion, Apple Financial, Apple

We're number three!

According to a survey from the Gartner group, Apple is again the third largest PC vendor in the United States. The company nosed out Acer for the second-quarter bronze. (Dell is number one, followed by HP in second place.)

Apple shipped 1.4 million units last quarter, 38 percent more than the prior quarter. In the United States, PC shipments overall grew by just 4.2 percent.

IDC research manager David Daoud credited Apple's competitors with the company's success, citing consumers' disappointment with the "lack of innovation" among other PC manufacturers. Also: Windows Vista. 'Nuff said.

But that's just the U.S. Apple still lags worldwide, selling only 3.2 percent more units abroad than last quarter. Compare that to other manufacturers, who sold an average of 16 percent more units.

Macs account for nearly 8 percent of internet-connected computers worldwide.

[Via Infoworld.]

Filed under: Analysis / Opinion, iPod Family, Odds and ends, Apple Financial

Apple taking it easy on flash memory order this year

CNET is reporting that iSuppli announced Apple is "cutting" their flash memory order this year, and in this case "cutting" doesn't mean "cutting" the way you or I would use it (as in, "The doctor said I had to cut my sugar intake, so I'll only have one doughnut instead of six."). No, it means "cutting" as in they're only raising their orders for flash memory by 16% instead of the expected 32% (which is like saying "I'll only eat three more doughnuts instead of six").

Still, it's enough to send a few folks into a tizzy -- as CNET's Tom Krazit says so perfectly: "If Apple coughs, the flash memory market gets sick." I don't know that there's too much to read into this, except maybe that we probably won't see a brand new iPod this year. With the iPod touch and all the iPod iterations out right now, Apple pretty much has the market covered on mp3 players. That doesn't mean they won't drop lots of new products (I hear that they used to make computers of some kind), but it probably does mean that in terms of the current iPod brand, growth has peaked. Until they bring out that gaming device, flash memory isn't their biggest need.

Filed under: Hardware, Apple Financial, Apple

Mac shipments in US up 30% from last year

There's a movement afoot, and it arrives in nice white boxes. Gartner Research is reporting that preliminary data on Apple's 2007 first quarter shows a 30% year-over-year increase in computer shipments. Interestingly, the last quarter of 2006 showed the same increase. With the most recent data, Apple's estimated US market share rises a full point to 5%.

This growth in sales (against industry-wide unit growth of 2.6%) is the best indication of the escape-velocity pace of the Mac market's expansion. Woo hoo!

[via Fake Steve/Mac 2.0/MacDailyNews]

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