How Apple’s Mac outgrew PC market seven fold

Apple Holiday Sale 2009“Needham’s Charlie Wolf was as surprised as anyone when Apple reported that it had sold a record 3.05 million Macintosh computers in its fiscal fourth quarter — a 16.4% increase compared with just 2.3% growth in the PC market,” Philip Elmer-DeWitt reports for Fortune.

“So he took a close look at how Apple did it, and on Tuesday in a detailed report to clients he offered his answer: the home market,” Elmer-DeWitt reports.

The twin drivers of the Mac’s rebound were the home market’s continued share gains in the PC market and the Mac’s share gains in the home market itself. Shipments in the worldwide home market increased 18.1% compared to an 11.5% decline in all other PC segments, while Mac shipments in the home market increased 28.8%. In the Western European home market, shipments rose an impressive 58.9%. – Needham & Co.’s senior analyst Charlie Wolf, December 1, 2009

Elmer-DeWitt reports, “Apple’s dollar share of the home market is growing even faster than its unit share. Today, Apple gets one out every ten dollars spent on home computers worldwide. In the U.S., its dollar share is more than one in five.”

Wolf’s findings are driven home by a series of charts and graphs, see them in the full article here.

[Thanks to MacDailyNews Readers “James W.” and “Brawndo Drinker” for the heads up.]


  1. Strike while the iron is hot: Lower prices will increase volume penetration.

    Volume volume volume, when coupled with quality, cannot fail.

    That doesn’t explain McDonalds, does it? Okay, volume volume volume, when coupled with a clown, cannot fail.

  2. Rounding error after rounding error.

    Let me quote the latest original dumbass.

    “The development of mobile phones will be similar in PCs. Even with the Mac, Apple has attracted much attention at first, but they have still remained a niche manufacturer. That will be in mobile phones as well.”
    Anssi Vanjoki, Nokia’s chief strategist, 30 Nov 2009

  3. We are continuing to see iPod history throughout the product lines. Fresh waves of vapor ware and mercenary anti-Apple reviewers, and hateful little trolls posting their insecurities. Msft and iPhone killers briefly inflate their stocks.

    Then actual numbers come in. Apple steadily marches to new heights, while the rest struggle to put on a good face, desperately trying to copy Apple products and strategies.

  4. Apple just keeps raking in the money and smashing expectations at every turn. But people keep telling them to stop doing what they’re doing so successfully and lower their prices and go for market share.

    Did it ever occur to those of you that have advice for Apple that Apple is doing pretty damn well without your advice? It’s like having a Super Bowl coach that’s won 8 of the past 10 Super Bowls and the fans are going, “Well, yeah, that’s great and all, but if they just ran the ball more….”

  5. @ Julian enough of the trolling already!

    @ all MDN readers, Julian’s link sends you to a restaurant somewhere in Malaysia advertising his/her wares. If I were in Malaysia, I wouldn’t mind, but I am not, and whilst I didn’t mind when you posted this link at a previous thread, I do mind seeing it pop again.

    You may think that you are being cleaver, the truth is you are building up a serious backlash for your business. STOP before it is too late and the flood gates open.

    Consider this a candle sized flame.

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