“It’s kind of a stretch to think that iPod users will buy Mac in volume. I don’t recall any studies discussing how Sony Walkman users moved right up to $2500 Sony LCD displays, for example,” Paul Thurrott writes for Windows IT Pro. “But it’s kind of sad how every little success at Apple renews talk of a Mac revival. First it was Mac OS X. Ok, well, they got that one wrong, maybe Jaguar will do it. Nope. Hmm. How about the iPod? No? Well, maybe Mac OS X Tiger will do it. Or the Mac mini. OK, seriously, how about…”
Full article here.
MacDailyNews Take: Okay, enough of fantasies, wishes, and the stuff that’s usually squeezed out of a Longhorn’s rear end. Now, let’s try facts and research: In March, Morgan Stanley drastically raised estimates on Apple Computer on the results of a survey by the research firm which showed that users of iPods had a 19% PC to Macintosh platform conversion rate compared with a street expectation of 10%. According to Morgan Stanley, the conversion rate of iPod customer base to the Macintosh platform from PC implies two points of global PC market share gain for Apple in 2005 and that the conversion rate for iPod owners could track closer to the 25% range going forward from 19%.
In January, IDC reported that “spillover business from the popularity of the Cupertino, Calif.-based company’s iPod music player helped boost Apple’s PC shipments more than 25 percent.” IDC also reported that Apple’s Mac shipments grow more than 25 percent, while the PC market as a whole grew at only 10 percent (Gartner) to 13.7 percent (IDC). Gartner research showed Apple Computer gaining share in 2004, attributed in part to its revamped iMac G5 all-in-one desktop computer. Also in January, CNET reported, “Mac sales rose significantly last quarter. The company sold 1,046,000 Macs, up 26 percent from last year. Analysts have been projecting a rise for the computer industry as a whole of about 10 percent, meaning Apple gained significant share during the quarter.””
While truly sad, Thurrott’s characterization of iPod as Apple’s “little success” speaks volumes. The fact that Microsoft can’t manage to ship an OS that can compare to even Apple’s Mac OS X Beta (circa Sept. 2000) must be driving him over a cliff.
Related MacDailyNews articles:
Microsoft dismisses threat of Apple’s ‘iPod Halo Effect’ – April 04, 2005
Thurrott: Mac OS X Tiger ‘will do absolutely nothing to change the Mac’s market share’ – April 01, 2005
Morgan Stanley: Apple’s ‘iPod Halo Effect’ is ‘roughly double what the market expects’ – March 18, 2005
‘iPod Halo Effect’ – sales of the iPod are spurring orders of other Apple products – February 24, 2005
Report: Best Buy to sell Mac mini, could accelerate ‘iPod Halo Effect’ – January 28, 2005
Apple shows strong Mac shipment growth, market share gains in fourth quarter 2004 – January 19, 2005
Apple execs now see ‘iPod Halo Effect’ clearly paying off with higher Macintosh sales – January 13, 2005
Report: Apple gained significant market share of computer industry during past quarter – January 12, 2005
Holy Halo Effect! Analyst predicts 100 million iPod sales by 2008 – Windows to Mac switchers coming? – November 24, 2004
Analyst: iPod ‘should spur sales of iMac, this is just the beginning of a ramp for Apple’ – November 23, 2004
Survey: 13% of iPod owners have switched, plan to switch to Mac from Windows within 12 months – November 22, 2004