Analyst: Apple Mac market share primed to explode; iPod Halo Effect to become increasingly important

18 years ago

“Apple’s move to Intel processors and its development of Boot Camp could triple its market share in the home markets, according to Needham & Co. analyst Charles Wolf,” Jonny Evans reports for Macworld UK. “He describes the dual boot and Intel move as maybe: ‘Conjuring the magic that could double its market share.’ Wolf notes his recent online survey of college students, which revealed a dramatic increase in the number of Macs Apple may potentially sell, but warns that these results may be biased because the ‘higher education market is one of the Mac’s strongholds.’ In response to these concerns, the analyst has committed further research across a sample of Windows users in the US home market.”

“Wolf reports: ‘The second survey indicates that the new ambidextrous Mac could possibly triple its share in the home market and almost double its share worldwide.’ He also anticipates a boost in sales as a result of the ‘iPod halo’. His second survey revealed that the likelihood of Windows users switching to Mac rose 8 per cent on the basis that Macs can run Windows… ‘From Apple’s perspective, the good news is that Windows users who owned iPod represented only 13 per cent of all Windows users in our survey. As this percentage increases, the iPod could play an increasingly important role in Apple’s strategy to grow its market share,'” Evans reports. “The Mac held a combined 4.2 per cent share in the US and European home markets in 2005… As a result of his analysis, Wolf states that given the market share increase described: ‘The Mac’s market share (in 2005) would have hypothetically increased to 12.2 per cent in these markets as a result of the 8 per cent share gain… The gain in the Mac’s worldwide market share would have been more subdued (from 2.3 per cent to 4.0 per cent in 2005) because the US and European home markets represent only 20 per cent of worldwide PC shipments'”

Evans reports, “‘The migration to the Mac resulting from its ability to run Windows is unlikely to kick in fully before 2008,’ [Wolf] warned investors. ‘In the meantime, Apple’s transition to Intel processors could cause customers to postpone purchases until this transition is completed in early 2007.'”

More in the full article here.

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