Neil Hughes
The latest data from the NPD Group shows domestic Mac sales down 5 percent year over year in the June quarter, as iPad cannibalization of Apple's Mac platform continues.
The NPD data, summarized on Monday by analyst Gene Munster of Piper Jaffray, represents only a portion of Apple's global Mac sales. But the Mac is also becoming a less meaningful part of Apple's business, now representing just 15 percent of the company's revenues.
NPD found that Mac sales were down 12 percent year over year in the month of June, despite the launch of new MacBook Air models powered by Intel's Haswell CPUs.
Worldwide, Munster expects that Apple's Mac sales were likely down about the same 5 percent during the just-concluded June quarter. Apple is set to announce its earnings after markets close on Tuesday.
As for the iPod, NPD found that domestic sales were down 32 percent year over year. Munster expects that total iPod sales will be down 23 percent in the June quarter. The iPod is an even smaller slice of Apple's business, now representing just 2 percent of revenues.
Investors have come to largely ignore the Mac's performance when assessing Apple's health. Instead, all eyes will be on iPhone and iPad sales when Apple reports its June quarter earnings.
Market expectations for the quarter are generally moderate, though investors were given a reason to be potentially more optimistic last week, when Verizon reported its own quarterly earnings. America's largest carrier revealed that it activated3.8 million iPhones in the June quarter, accounting for 51 percent of its total smartphone activations.
Christine McKee
Marko Zivkovic
Thomas Sibilly
Sponsored Content
William Gallagher
Wesley Hilliard
40 Comments
Neil, can you add the NDP sales growth/decline for the overall PC market to give us a gauge as to the overall health of the product sector?
since these numbers are just guesses, how about you tell us how well prior quarters' guesses matched reality?
Well, Apple like everyone else is going to announce new computers this year. They only have announced MBAir. So the only products released so far has been Logic and MB Airs. I guess Apple is gearing up to have an onslaught of new computers, mobile devices this Fall/Winter. The Summer months are always slow for the computer industry, Nothing new. The PC desktop/laptop market is sliding faster than Apple, but Apple hasn't really announced much this year so far.
Glad Apple is cannibalizing their own sales rather than a competitor.
What Apple should do is get some new Motion Controls on their Macs and update their accesories with lithium batteries. Not much is being developed on Macs asides the new Mac Pro and that monster will probably be so expensive that their work will account for less than 3% new mac sales in the fall and winter of 2013. I suspect new 2x resolution displays are on the way as they mentioned it can run up to 3 4k displays with thundebolt but asides that, Macs are doing bad in sales for being too expensive and carrying weak components.