“As is his wont, Needham’s Charlie Wolf waited until the middle of Apple’s current quarter to issue his analysis of the last. As usual, it was worth the wait,” Philip Elmer-DeWitt reports for Fortune.
“In a note to clients Friday entitled ‘What a Streak,’ he uses a series of charts based on IDC data to zero in on where and by how much Mac sales growth outpaced the Microsoft Windows PC market in the March quarter — the 20th quarter in row it has done so,” P.E.D. reports. “Overall, Mac shipments grew 27.7% year over year in Q1 2011 (Apple’s fiscal Q2) against a backdrop of a 1.2% decline in total PC shipments — a number than would be even lower if it didn’t include Macs. But as Wolf points out, there were pockets of extraordinary growth.”
P.E.D. reports, “Mac sales grew faster than PC sales in every regional market, but the contrast was especially striking in Asia, where Mac shipments were up 69.4% (vs. 8.8%) and in Japan, where they grew 21.1% (vs. -16.1%).”
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