“With all eyes fixed upon the expected iPhone 5 announcement next week, it’s too easy to overlook the extent of the challenge Apple’s other products are posing to Microsoft,” Bill Snyder reports for InfoWorld. “ot only are sales of Macs continuing to grow much faster than that of PCs (which we all knew), but a recent report out of Wall Street indicates Apple is making strong gains in business — Microsoft’s seemingly impregnable fortress — and the iPad is cannibalizing sales of PCs and even Macs in the education market.”
“A generation of new users (and their parents) are being exposed to the iPad and iOS, and unless Windows 8 and devices like the Surface strike them as compelling, they may never be willing Windows customers again,” Snyder reports. “Apple’s overall sales of laptops and desktops have grown faster than PC sales for about six years now — for 25 straight quarters, to be exact… During the April-to-June quarter, Mac shipments to businesses in the United States grew 56.6 percent, while overall PC sales slipped 8.8 percent, says Charlie Wolf, who follows Apple for Needham & Co. Meanwhile, Mac business shipments worldwide increased 22.1 percent, amid a 4.5 percent decline in overall business PC sales.”
Snyder reports, “It’s not just businesses and the vendors that serve them that are shifting to Apple. The shift to iPads in education was dramatic in the April-to-June quarter. Says Wolf: “We believe the inescapable conclusion is that the iPad is beginning to cannibalize a material portion of PC sales in this market.” Mac sales in business declined very slightly in that quarter to about 520,000 units, whereas overall PC sales declined from 1.90 million to 1.64 million units, Wolf says. In other words, much of the money formerly spent on Windows PCs has shifted to iPads, and the amount of money for Macs is stable.”
Much more in the full article here.
Apple Macs continue to invade the enterprise – September 5, 2012