Apple’s Mac sales have risen and iPad sales have now declined for six consecutive quarters

Besides iPhone, “investors should also pay attention to sales of Macs and iPads,” Leo Sun writes for The Motley Fool. “For six consecutive quarters, Mac sales rose annually as iPad sales declined. Why are sales of these two product lines diverging, and what does it mean for Apple’s future?”

“Last quarter, Mac unit sales and revenue both rose 9% annually, accounting for 12% of Apple’s top line,” Sun writes. “What’s impressive about that growth is that it sidestepped a slowdown across the entire PC market. In early July, research firm IDC reported that worldwide PC shipments fell 11.8% annually during the second quarter… During Apple’s third quarter conference call, CEO Tim Cook noted that the new Macbook, which starts at $1,299, enjoyed a ‘very strong consumer reception’ during the quarter.”

“Last quarter, iPad unit sales fell 18% annually as revenue declined 23%, accounting for just 9% of Apple’s top line,” Sun writes. “Two things could happen to the iPad in the future. On one hand, it could be cannibalized by newer devices, just like the iPod. But on the other hand, users clinging to old iPads could finally upgrade their devices, and enterprise support might revive sales.”

Read more in the full article here.

MacDailyNews Take: As we wrote back in April:

The iPad got off the a very fast start and they are very, very well made. They last a long time which is great news for users, but demands patience from investors, pundits, and Apple themselves. Bringing Force Touch to iOS and iPad, along with a larger “iPad Pro,” would go a long way to jolting the iPad, both in terms of new buyers and the upgrade cycle.

SEE ALSO:
The future of tablets is Apple iPad-shaped – July 22, 2015
Apple places cautious orders for 12.9-inch ‘iPad Pro’; low initial supply expected for late-2015 launch – July 13, 2015
Apple’s 12.9-inch ‘iPad Pro’ is on the way – July 6, 2015
iOS 9 code: Apple’s ‘iPad Pro’ to feature 2732×2048 resolution – June 16, 2015
Why Apple’s new split-view multitasking feature is exclusive to its best iPad – June 13, 2015
Split-view multitasking: Hands on with Apple’s iOS 9 beta on iPad Air 2 – June 9, 2015
Apple’s 12.9-inch ‘iPad Pro’ will feature Bluetooth smart stylus, Force Touch, NFC and more, source says – May 29, 2015

19 Comments

  1. Everybody still needs a real computer. iPad processors are nowhere near “desktop processing power.”
    The quality of OS X has been going downhill but it’s still the best choice out there.

  2. Couple of reasons why iPad sales have started to fall would be
    1. Way to many different models of ipad (both large and small)
    2. Chuck the 16GB, 32Gb and 64Gb models have only a 128Gb or a 256GB model.
    3. Dont have separate wifi and cellular models, do you really think that it costs $100 to make these two models.
    for apple to do this they will have to think different and ipad Pro is not thinking different.. it is thinking stupid.

    Apple has got a great eco system, they just have to make sure they dont follow the trends of being in all price points. reduce the number of models and reduce the price of the ipad and iphone. you are making sufficient profits and you will continue to make as your volumes will increase.

  3. Macs, like I’ve been asking Apple for the last 5 years: Please ADVERTISE your Macs (you’ll sell even more).

    No serious Mac ad campaign since Mac/Pc guy (66 different ads) more than half a decade ago.
    Has anybody EVER seen an iMac or Mac Mini ad?

  4. I know a lot of people who won’t be replacing their iPads. Why? Light, thin, laptops with SSDs and long battery life. They far a prefer a Macbook Air over an iPad.

    Several have told me iPads are nice to read books on, but they are two expensive for that purpose. Next time they will get a Kindle to go with their MacBook Air.

  5. I still don’t get the concept of the iPad Pro. Why would a bigger screen be an asset? What functionality would an iPad Pro offer that the current lineup would not?

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