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“Consumer PC sales decelerated to 3% year over year from 6% in June and 8% in May — not a good sign as we head into the prime back-to-school buying season. Sales to business, however, rose 39% year over year, allowing overall PC sales growth to hold steady at 11%,” Elmer-Dewitt reports. “The good news for Apple is that Mac sales were up 14% year over year in July [NPD Group, domestic retail sales] — better than both June (11%) and the overall PC market (also 11%).”
Elmer-Dewitt reports, “However, July’s 14% growth is down from the Mac’s previous three-month average of roughly 25%. Huberty’s analysis: ‘iPad momentum is likely contributing to the moderation of both broader PC and Mac unit growth.'”
Full article here.
MacDailyNews Take: Sometimes we think Katy would have difficulty analyzing her way out of a wet paper bag. We’ll wait for Apple’s actual quarterly Mac sales results before weighing in on whether iPad is cannibalizing Mac sales to any significant degree, if we can even come to such a conclusion amidst the confluence of the economy, seasonality, and umpteen other factors. Bottom line: Need more input, Stephanie. It will take much longer than one month of U.S. retail estimates to identify whether iPad is affecting Mac sales either positively or negatively.
[Thanks to MacDailyNews Reader “Brawndo Drinker” for the heads up.]
WS does not care. Every word that spews out of their mouth is meant for one thing and one thing only, manipulation.
Huberty anlysis = speculation
One day does not a trend make.
I liked my iOS devices so much I finally bought my first MAC. a 15″ MacBook Pro. Any cannibalizing will be offset by the iOS halo effect.
I read no further than the name “Huberty”. Katy makes Inspector Clouseau look like a genius.
I have been a user/owner of Apple Computers since my Freshman Year of University and own a Mac Pro, MacBook (Al), Apple TV, iPod (various through touch), iPhone 3GS, iPad 64GB, Final Cut suite, Logic Studio, iWork, sub to MobileMe and have owned Apple Stock since 2001.
In no way is an iPad a replacement for a laptop or desktop Mac.
…”and have owned Apple Stock since 2001.”
Which explains how you can easily afford all that Apple gear…
All she really sites is an overall shrinking PC market, which would affect other companies, but apple has so much room to grow in all these areas, it won’t affect them.
As Macs become 50% of computer sales the computer market will jump. That is because Apple’s Mac growth will lift the others up. If they keep excluding the iOS devices from the count they keep the numbers down. But, keep counting the Windows PC boxes that are cash registers, time clocks, lab and manufacturing control boxes, … We all order holiday gifts on line using the PC connected to the shipping scale at work. Not with the iPhone or iPad or iPod touch at lunch. Right.
Idiots, what are you really counting?
Jersey_Trader:
What they are counting is the total numbers of actual boxes shipped. They really don’t care where these boxes are used and by whom.
The argument you are trying to make is applicable within the scope of discussion of market share of desktop and portable operating systems, and even there only when referring to those used in the traditional meaning of desktop; in other words, as a representation of the addressable market for various desktop applications. In such a context, Apple scores much higher, since cash registers and ATMs don’t actually represent users who use various desktop applications, and every single Mac actually does. However, she seems to be counting absolute numbers.
Classic Short Circuit reference MDN. Nice.
I thought Apple already proved that wrong with their last quarter sales?
Some time before, I really needed to buy a building for my organization but I did not have enough cash and could not order something. Thank God my fellow proposed to take the home loans at banks. Thence, I did that and used to be satisfied with my consolidation loan.
Given the choice I always reach for the iPad as it’s much quicker to start and get going than my MBP.
Number 5 is alive.
The signs are obvious that Apple is moving towards iOS in all it’s products.
The fact that Apple has introduced the iPad as a alternate for MacBooks, whittling the MacBook down to one white model, introducing “Bootcamp” for it’s seasoned OS X users, the switch to common Intel processors , the near elimination of Firewire, SD ports now standard…all add up to one thing. Apple’s EXIT from OS X and open computers to closed ones and devices based upon iOS.
Windows has gotten a lot better, especially it’s security, there is little need for a open OS X now, Apple is aiming towards the needs of the complete computer ignorant crowd, who need a locked down machine and a controlled App Store experience.
Seasoned OS X users will be using Windows in the future, if they are not already, dual booting. Thus “Bootcamp” obviously meaning “training”.
Apple is a HARDWARE COMPANY, their aim is to sell as much hardware for as much profit as possible. That means controlling the direction of the computer industry to realize as much profit as possible.
The iPad is INSANELY profitable, even more that Apple makes the processors themselves. For a iPad, I can get three netbooks!
Sure it’s going to take time to completely switch all Apple hardware to iOS, but it will happen.
The latest evidence of the gradual switch is the Magic Trackpad thing, why need that if a mouse comes standard?
It’s going to be the interface to a touch screen iMac with iOS that’s why.
Ditto, love the Short circuit reference!
http://emedia.entertonement.com/audio/000/108/512/108512.mp3
@ anonymous coward
A terrible and crazy prediction that can surely only come true if Ballmer seizes control of a bankrupt Apple.
Or:
Apple buys Microsoft and the companies agree to merge technology.
well the iPad will supplant MacBook sales to a small extent, mainly households that will no longer need to have two laptops, just one plus an iPad. but that is like 5% of Mac households.
just like the iTV could supplant Mac Mini sales for HTPC use. Again, maybe 5% of Mac Mini sales.
Compared to the addition of these huge new markets for Mac products, the impact is peanuts.
and as is often said by Apple, if you don’t cannibalize your own product first, someone else will soon.
You can have BOTH cannibalization AND growth. And that’s what we are seeing.
Common sense says that some people who would have bought a MacBook as a secondary mobile computer bought an iPad instead.
However, the majority of new Mac sales are to Windows “switchers.” Many of those new Mac customers considered an Apple computer for the first time because of their positive experiences using one of Apple’s other products (iPod, iPhone, and/or iPad). That’s been called the “halo effect,” and it exists. It’s in large part responsible for Apple’s doubling of PC market share. All Apple needs to double Mac sales yet again is more Windows users (at least) considering getting a Mac when they replace their aging Windows XP machines.
Therefore, the net effect of iPad existing is (and will be) growth in Mac sales. So maybe some sales are lost to iPad, but for Apple, a lost MacBook sales means an iPad sale in its place. For the competition, a lost “netbook” or laptop sale to iPad is a lost sale, period.
What cannibalization? It’s just the anticipation of a new model being released that slightly depressed sales. Now that the new products are out let’s see how sales go, shall we? Especially with back to school sales in full swing.
The thing is, Huberty should know this too. If she doesn’t she’s not doing her job properly.
Predrag, isn’t that the problem here. You can cherry pick your data and then misrepresent what it stands for. If I am marketing something, I want to know how my customers will see my product or use my services. A PC board in a device is counted as a possible customer. However, it is nothing but a modern relay or timer. It is circuitry or an electronic appliance. What they are counting is not real end users anymore than a toaster is. I buy things on line on my AppleTV, iPhone, iPad and iPod touch products, yet they are not counted! However, a time clock at work is counted.
NPD geniuses are at par with government statisticians or at worse nnnnnn, follow the money.
IF the iPad is cannabalizing Mac sales, the “Halo effect” is more than compensating.
I have one friend who got an iPad, and now has bought his first Mac.
Three other friends have iPads and have ‘confessed’ that their next computer will be a Mac.
@ annoymous coward
> It’s going to be the interface to a touch screen iMac with iOS that’s why.
You have no common sense, or you are trying to be another Zune Tang and be intentionally ridiculous.
Apple created the iOS GUI as the touch-based interface for mobile devices. Microsoft scaled down Windows, replacing mouse with stylus, but Apple took a different approach. The iOS GUI is optimized for use with small screens. It may scale up to about 12-13 inches, but not much more than that.
The Mac OS X GUI is designed for use with a keyboard and mouse/trackpad (or other pointing equivalent). It is optimized for computers with screens larger than about 13 inches. It could certainly be used with a smaller lower-res screen, but GUI elements such as the menu bar, Dock, and window title bar will start to take up too much of the screen (as a percentage of total area).
Each has it purpose. The Mac OS X GUI would not work well on an iPhone-sized screen. AND, the iOS GUI would not work well on a Mac-sized screen, especially one that is 27 inches. Imagine waving your arms around all day, and holding them up in awkward positions, because you have to “multi-touch” the screen to use the computer. Imagine your hand and fingers blocking your view to the screen, so you have to repeatedly move them out of the way after each action. Imagine graphic artists doing the equivalent of finger painting, with no precision. Imagine having to wipe off all those smudges from a pristine 27-inch display every 30 minutes; it takes a few second on an iPad or iPhone, but it would be quite a chore on 27-inch iMac screen.
Apple intends to have Mac OS X computers with larger screens and iOS mobile devices with smaller screens. That’s why Apple continues to release new Mac models; with the exception of the MacBook Air (so far), every Mac model (including the Mac Pro) has received a refresh this year already. And none have touch screens.