Apple’s plunge in PC shipments is steepest among major computer makers
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Re: Apple’s plunge in PC shipments is steepest among major computer makers
#2Since apple digital jail is even worse than msft one, even though you have the same steering from blackrock/vanguard share holders...
jez... this is actually good news.
But all that is linked, the sane way out of this are risc-v based systems with _LEAN_ open source (hence excluding the current "web"). We could even push to "open source" performant risc-v design.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#3What is most surprising here is that Apple's share growth is worse than other PC makers. It seemed like Apple was going to continue to gain market share in PCs with Apple Silicon effortlessly. But this didn't happen in Q1.
I'm going to speculate why:
* People are going back to buying cheaper laptops due to the economy, inflation, and exchange rates. Apple suffers in this environment because they're generally less flexible when it comes to dropping prices.
* M2 was late by ~8 months (assuming they want to release a new gen every year).
* M2 Pro/Max, consequentially, was also late by 4 months.
* M2's performance increases did not knock it out of the park. No Ray Tracing support. No drastic increase in ST. Still using a node in 5nm family.
* Ideally, we should be on M3 right now.
* M1, Pro, Max were so good that people will wait for M3 or M4 to upgrade again. I'm in this camp.
* Still no MacBook SE to capture the value Walmart/Costco Windows laptop buyers
* Still no 15" Macbook Air, which will very likely become the #1 selling Mac when it's released
* RAM and SSD are expensive upgrades and 8/256 as the baseline is finally not enough.
The most frustrating thing about following Apple Silicon over the last 2 years is just how passive Apple's strategy is. Hopefully, Apple is learning a lesson here and will be more aggressive going forward. No more delays. No more holding back. Less stingy on RAM and SSD.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#4My personal explanation would be that everyone went out and bought M-series laptops. The end of the rush coupled with a slowdown resulted in a significant YoY drop.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#5I think Apple being as big, and making the big technological leap with M1 convinced a lot of customers to buy the new Macs. Even those that technically weren’t needing one/upgrade. Now, that curiosity bubble has saturated with the M2 being an iterative improvement and the customer base certainly not as desperate (intel to M1). Given enough time, I think the Macs will continue to gain market share. Most tech companies now provide MacBooks for their employees as a default choice. One doesn’t lose such grip easily.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#6Since apple digital jail is even worse than msft one, even though you have the same steering from blackrock/vanguard share holders... jez... this is actually good news. But all that is linked, the sane way out of this are risc-v based systems with _LEAN_ open source (hence excluding the current "web"). We could even push to "open source" performant risc-v design.
Many choose Apple exactly because of the tight platform integration. There is no one true method of general computing.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#7Their EU pricing is just insane
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#8What is most surprising here is that Apple's share growth is worse than other PC makers. It seemed like Apple was going to continue to gain market share in PCs with Apple Silicon effortlessly. But this didn't happen in Q1. I'm going to speculate why: * People are going back to buying cheaper laptops due to the economy, inflation, and exchange rates. Apple suffers in this environment because they're generally less fle…
> M2's performance increases did not knock it out of the park.
I can't understand where people got their idea that M2 had to absolutely be an OMG moment. That's literally what Apple has been doing since forever: release a major upgrade, iterate on it for a few years, repeat.
> Ideally, we should be on M3 right now.
M1 was released in November 2020, less than three years ago. How the hell are we supposed to be on M3 now?
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#9What is most surprising here is that Apple's share growth is worse than other PC makers. It seemed like Apple was going to continue to gain market share in PCs with Apple Silicon effortlessly. But this didn't happen in Q1. I'm going to speculate why: * People are going back to buying cheaper laptops due to the economy, inflation, and exchange rates. Apple suffers in this environment because they're generally less fle…
Great synopsis.
Amazing machines, but the price climbs like a rocket as everyone else sinks back down to earth. And AMD Ryzen mobile cpus give M a run.
I don't understand M2 at all. And I say this from an M1 Max. I had hoped that M2 was going to be as drastic an increase as the M1 was, but nope.
Re: Apple’s plunge in PC shipments is steepest among major computer makers
#10What is most surprising here is that Apple's share growth is worse than other PC makers. It seemed like Apple was going to continue to gain market share in PCs with Apple Silicon effortlessly. But this didn't happen in Q1. I'm going to speculate why: * People are going back to buying cheaper laptops due to the economy, inflation, and exchange rates. Apple suffers in this environment because they're generally less fle…
Why do you think 15" Air would the best selling Mac?