“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.]
Ouch! I need some koolaid to help me digest those numbers…
Could a kind cleaver girl slice this info down to digestable tid bits please?
Another analyst “surprised” that Apple sold lots of Macs to… wait for it.. the home market!
And the fourth pillar continues to crumble….
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.
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
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.
These numbers are all rounding errors… and I think the charts are upside down…
It’s just a rounding error!
@ Handsome Smitty, Your logic is very cleaver! except for one flaw… You need slow, gradual inexorable momentum to allow for new adopters to acclimatize to OSX so as to avoid the AT&T;syndrome.
now we need a ps3 / 360 killer
maybe that’s what the appletv will eventually become ?
@ flappo, Shhhhh!! some cleaver person at ps3 / 360 might hear you!!!
Quality – Money – Speed
Pick any Two.
GREAT!
Julian @ http://no-spamming/
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….”
@ 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.
That’s it. I’m boycotting Julian’s restaurant!
so “Cleaver” is the new popular thing to say, eh?
I’m boycotting all Malaysian restaurants.
On the whole planet!
Ward and June say to learn how to spell.
Europe’s finally catching Mac fever, too. Good, good… </palpatine>
Spell-check, dude !!
“Cleaver” .. is a kitchen utensil, usually used for cutting meat … (It’s also “Beaver’s” last name)
“Clever” .. (on the other hand) has several meanings .. one of which is..
“… superficially skillful, witty, or original in character or construction; facile: It was an amusing, clever play, but of no lasting value……” …
” width=”19″ height=”19″ alt=”big surprise” style=”border:0;” />
i think they were being ironic
“Falkirk
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?”
Welcome to America, dumbass: Freedom of Speech. Just a little while longer, about 2012 it’s all over when Obama channels Caesar and declares himself a God and Dictator for life.
Opinions are like a-holes, everbody’s got one. Wipe your ass, yours won’t stink so much.
cleaver this , cleaver that
all i know is apple cleaver’s it’s opposition
apple rule ok !?
Cleave, Cleaver, Cleavage!
Clever, Not so clever, down right clever doesn’t live here anymore.
Spoon, Spooner, Spoonerism’s.
Life, Lifer, Life is too short to try to be Cleaver all the time!
Apple revenue share: 10% worldwide, 20% US
Assuming Apple’s margins are 2 times industry average (because other companies margins are much lower and some are negative):
Apple profit share: 20% worldwide, 40% US ???
Whatever their profit share, it has to be huge at this point. And moving toward 50% in the US which is phenomenal.