UBS: Worst of Intel transistion is behind Apple; checks show strong demand for Intel-based Macs

“Demand for Apple’s MacBook Pro and Intel-based Mac minis is still solid, according to UBS Investment Research. The firm believes the new 17-inch MacBook Pro and upcoming Intel-based MacBooks — which could be announced tomorrow — should lend support to its estimates for five percent year over year unit growth for Macs in the June quarter,” MacNN reports. “UBS estimates that consumer sales account for well over half of Apple’s revenue, and while demand for MacBook Pros is still strong the company may continue to be impacted by the Intel transition on a short-term basis. ‘We continue to be pleasantly surprised by our checks which indicate that there has been solid reception of the new Intel-based Mac minis. The new Mac minis appear to be off to a stronger than expected start as our checks continue to indicate units are being purchased both as media centers and low-cost entry-level Mac options.'”

“The firm notes that demand for Mac minis is not limited to Apple stores, pointing to a CompUSA it visited which indicated that the Intel-based minis continue to see relatively solid demand there as well,” MacNN reports. “Sales of new Intel iMacs remain relatively solid with consumers, according to UBS, but sales continue to be slower with professionals and “prosumers,” who are still waiting for the release of more high-end software applications. ‘We believe momentum in Mac sales should continue in 3Q06 and continue to believe 2Q06 was the trough quarter for Mac sales.'”

Full article here.

Advertisements:
Get the new iMac with Intel Core Duo for as low as $31 A MONTH with Free shipping!
Get the MacBook Pro with Intel Core Duo for as low as $47 A MONTH with Free Shipping!
Apple’s new Mac mini. Intel Core, up to 4 times faster. Starting at just $599. Free shipping.
Apple’s brand new iPod Hi-Fi speaker system. Home stereo. Reinvented. Available now for $349 with free shipping.
iPod. 15,000 songs. 25,000 photos. 150 hours of video. The new iPod. 30GB and 60GB models start at just $299. Free shipping.
Connect iPod to your television set with the iPod AV Cable. Just $19.
iPod Radio Remote. Listen to FM radio on your iPod and control everything with a convenient wired remote. Just $49.

Related MacDailyNews articles:
Cowen & Co survey shows strong Apple Mac sales prospects, Boot Camp impact ‘broadly positive’ – April 18, 2006
Wall Street’s Apple jitters overblown: Strong demand seen for Apple Intel-based Macs – February 16, 2006
Analyst: Apple seeing strong sales of iMac Core Duo, MacBook Pro, 5th generation iPod – January 25, 2006

35 Comments

  1. UBS Investment Research … estimates for five percent year over year unit growth for Macs in the June quarter.

    What? I can’t imagine it being that low! Surely UBS has been misquoted — or is just stupid.

  2. “Sales of new Intel iMacs remain relatively solid with consumers, according to UBS, but sales continue to be slower with professionals and “prosumers,””

    Hey – all you people here have been boasting about unbelivably strong sales of macs – double, triple quadruple usual sales.

    Do I smell a bit of Mac FUD by you all???

  3. the overall pc growth rate is much higher than 5%

    The only reason Apple fell behind the overall PC sales growth rate is the “Intel pause”. Once that’s over, Apple will again be outpacing the industry average growth.

    And no matter what, Apple will still be making tons of profit, which is really all that matters.

  4. Just wait til intel rolls out the new chips for the powermac replacements, and the pro products start being universal binary.

    The mactels being bought are more or less being bought by consumers and switchers.

    The amazing thing is that mac sales haven’t plummeted during their switch to the intel roadmap. Could you see any other computer manufacturer being able to pull off such a transition? I can’t.

  5. Jooop: I agree that profits are essential, but greater market share would also be a very advantageous thing for all us users — hence I can’t agree that profits are “all that matters.” ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  6. Professionals/Prosumers are more conservative when their pro apps are not quite ready. The pro market I see booming with Intel Macs is mine, where all “pro” apps are *nix and compiled from scratch on a regular basis. Not much processor sensitivity.

  7. i agree with Joop. Profit is what really matters, and if you are going to grow, do so profitably, so that you can re-invest the profits in innovation. Don’t grow by slashing profits (GM, Dell); in effect, purchasing market share.

    If faced with a choice between growth and profits, His Steveness always chooses the latter.

  8. Does anyone else remember all the doomsday prophets and naysayers when the Intel chip was announced?

    There were so many people saying “NO ONE will buy a PowerPC Mac for the next year!” and “Apple sales will tank for the forseeable future”.

    Where are all those self-professed seers now? Apple has had an absolutely remarkable transition – in addition to getting the first Intel Macs out 6 months earlier than people thought they would, they hardly even showed a slowdown in sales during the worst of it.

    Now everyone wants to be the first to jump on the “Where’s the big sales increase” bandwagon. I’m reminded of the old adage:

    Better to be silent and be thought an idiot, then to open your mouth and prove it.

  9. Oh, bother. The grammar police missed my stop.

    “Better to be silent and be thought an idiot than to open your mouth and prove it.”

    MDN, when are we going to get registration for comments so we can have real non-theftable user names and be able to edit (or even retract) posts??

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.