Apple, especially the company’s MacBook sales, will be one of the main beneficiaries of another year of growth in the personal computer market, Morgan Stanley analyst Katy Huberty believes, as users continue to move to remote work and choose notebooks over desktops.
Mike Peterson for AppleInsider:
Lead analyst Katy Huberty says that 2020 is shaping up to be the strongest year of PC unit shipment growth since 2014… The analyst notes that demand for PCs are likely to be structurally higher post-COVID because of the shift to remote work and notebooks. Portable computing products historically have a shorter replacement cycle than desktops… Notebook builds are also accelerating, suggesting upside to Morgan Stanley’s Q4 2020 and Q1 2021 shipment forecasts.
Huberty expects consumer demand to remain strong into 2021 because of remote learning. Commercial demand is also likely to “take the growth baton” as businesses reopen and offices refresh their PC hardware… The ongoing shift toward notebooks, which have a shorter replacement cycle as it is, “is likely to be the largest driver of structurally higher PC growth over the next several years.”
Consumers and businesses typically replace their notebooks every three years, compared to five years for desktop computers. The current global notebook install base is about 55% of the total PC market. If it reaches 75%, Huberty forecasts, it would imply annual PC unit shipments of 300 million units. That’s 5% above the 2020 peak.
MacDailyNews Take: And portable Macs, powered by Apple Silicon, will run rings around PC dreck (Windows, Chromebooks) enabling Apple’s indomitable Mac to take market share in the personal computer market. MacBook sales will bloom. Which begets even more developers flocking to support Apple’s macOS/iOS/iPadOS. And the virtuous cycle accelerates!
Two days short of its sweet 16th, this quote continues to age like a fine wine:
“As we have always said, even as many short-sightedly waved (and continue to wave) the white flag, the war is not over. And, yes, we shall prevail… No company is invincible. Not even Microsoft.” — MacDailyNews, January 10, 2005
Cherished intern: TTK! Good health, everyone!
It’s a shame didn’t have M1 MacBooks ready at the beginning of 2020. Apple would have cleaned up during the pandemic. That is, if consumers were willing to pay more than $400 for a laptop. No matter how fast an M1 MacBook is, it’s still a $1000 laptop and I believe consumers would rather use a Chromebook or i3 or i5 laptop if they only have to pay $400. For most consumers, a junk laptop is fine as long as it runs OK and it’s cheap.
While I agree with you, my father taught me that the cheap tool is expensive, you have to replace it often. If Apple offered the Apple care plus program across all annually upgraded hardware, I think many more will buy into the Apple ecosystem.
I bought a 13” MacBook Pro for primarily for video editing and can say confidently “It’s Snappy!” Final Cut Pro just blazes along.
I will volunteer, with anticipation, to help the M1 iMacs “take off.”
Well, after becoming “Big Brother,” Apple will sell at least two fewer M1 Macs. I am canceling my current order and will not be ordering the M1 iMac when it comes out — or any other Mac or Apple product for that matter. Both for me, my family, and my business. Buh Bye.
I am dumping my MAC laptop. Apple is deciding what is free speech. They have to much power over the device I payed for. At least with Linux , you can decide what to read and see
Apple is about to crash and burn, that’s to little Timmy Cook… Sell on Monday!!
Things will start to get a whole lot worse when senile Joe the leftist puppet gets his crown. He’s promised a lot of unpleasantries to mollify his leftists. He’ll be gone in a couple years and kamalalala will take over. Then things get really challenging. Selling AAPL is on my list at this point, unfortunately. Timmy has breathed very deeply the virtue signaling fumes
This was a very interesting read. I would be interested to see how this plays out.