Apple Mac vs. Windows PC: ‘PC’ decline even worse than reported

“Based on data from Gartner and IDC, AllThingsD reported that it was a very bad year for PC shipments, except at Apple,” Tom Reestman reports for The Small Wave.

“I have a problem with that,” Reestman reports. “It isn’t that it’s not true, but rather that PC growth vs. Apple is even worse than reported. To see why, let’s look at the chart from Gartner for US ‘PC’ shipments, where the conclusion is that Apple growth increased 20.7% while PC growth declined 5.9%.”

Reestman reports, “It makes sense until you realize Apple’s (i.e., Mac) data is included in the same total to which it’s being compared… The originally reported dismal “PC” growth of -5.9% becomes an even more dismal -8.5% without Apple’s numbers propping it up. That -2.6% delta is not insignificant, it’s over 40% worse than what was reported.”

Read more in the full article here.

MacDailyNews Take: We often suggest that Gartner and IDC back out the Mac numbers to give a truer picture of what’s happening in the land of Windows PCs (a.k.a. hell).

47 Comments

  1. The death of the Wintel PC is still a long way off. Apple has a long way to catch up since there are so many key corporations that won’t use anything except Windows-based computers. They also like buying the cheapest crap they can get their hands on, too.

    One might think companies could just replace their aging Wintel PCs with MacMinis but it’s not going to happen because I doubt that many MacMinis are being built by Apple. Apple just can’t possibly supply all those computer systems that would need to be replaced. I’m pretty sure Wall Street isn’t seeing Apple as taking the place of Wintel PCs in the near future or else they wouldn’t keep saying that Apple has such limited growth potential.

    I have a feeling this Microsoft’s quarter earnings are going to be rather weak but they’ll manage to explain it away due to the floods in Thailand and not from any pressure due to Apple product sales.

    1. A.T. If Wintel PCs are not being made due to low demand then the oriental factories, that used to make them, will have the space, workers and knowhow to assemble Apple’s PC replacements.

      If the industry has the capacity to make 300 million computers and the number of Wintel computers ordered are only 200 million, then Apple could order 100 million Macs if the demand warranted it.

  2. PC sales had nowhere to go but down, everyone knew that. It doesn’t mean that the end game is near.

    As usual, MDN plays it both ways. When Apple sales disappoint, then unit margin is highlighted. When Apple sales improve — buoyed by a tablet product that brings in lower margin than laptops or desktops — then MDN gloats about sales volume.

    Bottom line, Apple is doing great. But to use an automotive analogy: don’t start predicting that Porsche is creaming Toyota. Millions of buyers did, do, and always will buy the cheaper product, not the most refined product.

    1. The only company that makes money selling PCs is Apple.

      HP sells ink and toner. Microsoft sells Windows and Office. Samsung sells TVs. The list goes on and on. Dell sells and services servers. Everyone else making PCs loses money on that part of their business.

  3. As an Apple user (since the Apple ][), I’d be happy if Apple just stay who they are – elegant products that add value and satisfaction. As an investor, I’m even happy if they stay high-margin, elitist products, that the ‘average’ consumer desires so much that some find ways to acquire them (in many cases, this actually means that they work harder to be able to afford such things in their lives).
    What I do NOT want to see is Apple become commoditized so completely that they become the next Microsoft, Gateway, or Dell. They should NEVER give up their high margins because that would imply that they no longer have that special something that makes them more desirable than they are valuable.

    1. F that Mr. Shareholder … the cheaper the better.

      Lower margins doesn’t equate to less quality, so I’d love to see more reasonable pricing of Apple products. Let everyone have a taste of the best, ya snob.

      It’s easy for people to talk like you do when they profit at the demise of the consumer.

      i.e. Your convenient talk is bullshit.

  4. None of this really means anything until IT starts to adopt OSX and Apple as a platform as a standard laptop/desktop option. That’s happened at a few places but not many. Even if OSX has the tools for Enterprise to lock the systems down, it hasn’t been transparent enough and/or integrated enough with Windows (i.e. AD, Exchange, etc) to be viable option.

    I’m in consulting, they just issue us run of the mill Thinkpads, which do the job but lack the punch of a good Mac laptop. I would gladly use my own, but thats against corp policy. Why, because they cant lock the system down and enforce hard drive encryption, etc. using their current Windows tools and environment.

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