Mac Q1 2010 PC Market Share = 3.6 Percent

The other day, I reported on Q1 2010 PC market share. Today, Apple released its quarterly results for the same time period, noting that it sold 2.94 million Macs. Since PC makers sold 81.7 million PCs, the Mac's share of the worldwide PC market is now 3.6 percent. The Mac grew at 33 percent, year over year, higher than the wider industry, which grew at 25.8 percent in the same time period.

Apple has slowly but steadily grown its market share over the years. In the first quarter of 2008, the Mac owned 3.26 percent of the market. A year later, in Q1 2009, it owned 3.36 percent of the market.

Discuss this Article 62

Ocean
on Apr 21, 2010

"It is these obviously tainted estimates that allow the company to consistently defy analysts' so-called expectations, so I will no longer report on such things."

Why is a conservative estimate a tainted one?  Not all of the analysts follow Apples guidance, and even they were blown away by the results.

tech.fortune.cnn.com/.../apples-blow-out-quarter-the-bloggers-called-it-the-street-blew-it

DRWAM
on Apr 21, 2010

I was one of the first to call Paul a Mac fan boy :)

I too thank you for all the great info, as well as the rest of you on this blog!

Doc

pthurrott
on Apr 21, 2010
Some mentioned my WinInfo article from today about Apple's earning and the line, "these obviously tainted estimates that allow the company to consistently defy analysts' so-called expectations, so I will no longer report on such things." (That comment might not be live yet.) The article in question is here: http://www.windowsitpro.com/article/paul-thurrotts-wininfo/Strong-iPhone... This line was based on article from Business Insider, which I think nicely explains Apple's routine "smashing of expectations" each quarter: http://www.businessinsider.com/want-to-get-an-accurate-apple-earnings-es... But let's not get crazy here. Apple posts amazing numbers every quarter. All I'm saying is that we should simply expect that and not feign surprise when it happens. You don't have to heap fake accolades on top of already positive news.
yoshipod
on Apr 21, 2010
So conservative estimates are now considered tainted? Its these type of comments that infuriate so many. Yes, Apple has beaten estimates soundly, but my question is why. Are they projecting low just to beat them, or are they actually selling more products than predicted? Would you have predicted a 33% increase in Mac sales this quarter, what if predicted 30%? What if you predicted 117% iphone growth instead of 131%. In both cases where the you may have chosen the lower projection, you are still predicting a massive increase in sales. If their sales were stagnant, you would have a point, but with consistently rising numbers there is little reason to think Apple is tainting them on purpose. They are just conservatively projecting what is really massive growth.
de Silentio
on Apr 21, 2010
rrode: "If Apple sold computers that only ran Windows (OS X did not exist) then you could compare them to rest or they would just be in the list some place like the others." If I'm not mistaken, mp3 players run different software also, making the user experience and available software different. Just like Macs and PC's. If you will allow mp3 players to be compared in the market, why is comparing computers any different? Just because Apple only chooses to sell OSX on Mac hardware doesn't mean they deserve a class all to themself. A Mac is still a PC (Yes, Personal Computer) and therefore should be compared with other PC's. Just as mp3 players should be compared with other mp3 players. As you say: "However [the mp3 market] is easy to compare because a device from any vendor can do the same thing....play any and all music/video." If an mp3 is an mp3 player because any vendor can do the same thing, then a computer is a computer, because any vendor can do the same thing... get online, create documents, run software. So, either you are wrong about comparing mp3 players in the market becaus they in fact are different by their different UX, or you are wrong about comparing computers.
Ocean
on Apr 21, 2010
"Are they projecting low just to beat them, or are they actually selling more products than predicted?" This. (and the answer is 'B')
Avro
on Apr 21, 2010
Actually the sales of Macs are high in places like Canada, Western Europe, Australia, New Zealand in addition to the US. Anyone who thinks Macs only sell well in the US is dreaming. I remarked last week about the sales of Windows PCs being mainly to Enterprise. The New York Times put it about 80% for Dell and other estimates have been in the area of 85% for that company. http://www.nytimes.com/2008/12/16/technology/companies/16dell.html?_r=2&... http://www.statesman.com/business/content/business/stories/technology/05...
pthurrott
on Apr 21, 2010
yoshipod: Not "conservative" estimates; BS estimates that are guided by Apple's own always-low estimates.
pthurrott
on Apr 21, 2010
Ocean: They are projecting low to beat the estimates, yes.
Ocean
on Apr 21, 2010

"They are projecting low to beat the estimates, yes."

How do we account for the fact that analysts who ignored the guidance were beat as well?  Every-single- one-of-them.

Here is a cool chart from business insider that shows where the profit comes from by division:

www.businessinsider.com/chart-of-the-day-in-case-you-had-any-doubts-about-where-apples-revenue-comes-from-2010-4

EricoF3
on Apr 21, 2010

yoshipod said:

"What I find most interesting is that the Mac market share still grew despite a strong Window 7 showing.

I think it was a forgone conclusion PC sales would spike with the generally well received release of Windows 7.  Many thought this would hurt Apple, but it seems to have no real effect."

Be careful to not forget the emerging market... Growth of the Mac market shares does not necessarily mean that Windows 7 market shares decrease!!!

I rather think that Mac and Windows 7 market shares growing because that emerging market are arriving at a stage where peoples begin to have more resources to own a computer in their home, business in these emerging countries begin to integrate computers in their offices, etc.

So I thing that Mac and Windows 7 machine are growing their market shares because of that... More for Windows 7 of course, because it is the leader and will be the leader for another century, or two...

pthurrott
on Apr 21, 2010
Ocean: That's a great chart. Looking at that, it's pretty obvious why Apple felt they needed to replace the iPod with something new.

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