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Apple’s plunge in PC shipments is steepest among major computer makers

bloomberg.com

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Re: Apple’s plunge in PC shipments is steepest among major computer makers

#281

Post by lotsofpulp »

freeplay wrote: post #279
pcurve wrote: post #139

Here's data. # of Apple shipment. 2019 Q1 - 3.9m 2020 Q1 - 3.1m 2021 Q1 - 6.7m (111.5% increase YoY) 2022 Q1 - 7.0m 2023 Q1 - 4.1m Apple experienced explosive growth in 2021Q1 over 2020 Q1 compared to other PC makers. Lenovo (+59.1%) HP (+64.1%) Dell (+23.4%) Apple (+111.5%) Acer (+73.5%) Where as Lenovo and HP declined ~15% in 2022 Q1, Apple managed to gain 4.5%. So compared others, Apple had more to fall. Looking a…

To be honest, I think it's pretty obvious this has less to do with M1/M2 tech specs and more to do with the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook.

> the vast majority of Americans getting a couple checks from the government which basically cover the exact price of a new Macbook.

Source?

And source that they spent that income on MacBooks?

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#282

Post by stocknoob »

MuffinFlavored wrote: post #276
insane_dreamer wrote: post #138

Still slightly higher than Q1 2020 or Q1 2019, so really just regression to the mean after the unusual spike in demand created by the pandemic. Source: https://www.statista.com/statistics/263428/apples-revenue-fr...

Don't you have to "inflation adjust" any value that is denominated in dollars (like this revenue metric) over time? $1.00 in January 2019 is $1.20 in 2023 https://www.bls.gov/data/inflation_calculator.htm

How much did the electronics category inflate?

https://www.statista.com/statistics/216055/annual-percentage...

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#283

Post by wtallis »

lotsofpulp wrote: post #280
jlokier wrote: post #267

Earlier quoted context omitted.

That's true for the memory (RAM), but not the storage (SSD). Socketed SSDs are just as fast and almost as light as soldered, and there is no good technical reason why they shouldn't be upgradable for a long time. I'm in the market for a new Mac. I'm currently using a late 2013 15-inch Retina as my trusty friend. If the M2 Max came with socketed SSD I'd buy it today with the 96GB RAM and max spec in every other regard…

Does modularity increase size/weight? Increase in warranty fraud? More complexity so higher probability of breakage?

I think the only real challenge to upgradable storage is dealing with broken power management that's widespread in consumer NVMe SSDs. The security, size and weight concerns all seem manageable, especially given that non-Apple laptops already commonly require the use of single-sided M.2 modules.

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#284

Post by lotsofpulp »

VWWHFSfQ wrote: post #128
rchaud wrote: post #92

Earlier quoted context omitted.

There's a sales tax in the US too. 7.25% in CA, on top of the product price.

Many states have no sales tax.

There are only 5, Alaska, New Hampshire, Montana, Delaware, and Oregon. And the only one with a decent size city and airport is Oregon, but even then, it does not have significant international flights (though close enough to San Francisco and Seattle airports).

I guess New Hampshire has an Apple Store 45min from Boston airport, and Delaware has one about the same time from Philadelphia airport.

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#285

Post by jlokier »

hnfong wrote: post #258
crimsontech wrote: post #249

Earlier quoted context omitted.

Why do you think they haven’t updated the OS and browser? Also, how can you patch a zero day?

Apparently according to online sources, the latest OS supported on a 2010 iMac is macOS Mojave, and the latest security update for Mojave was released in 2021.

Later versions of macOS can be installed on older hardware than is officially supported by Apple, by using OpenCore Legacy Patcher: https://dortania.github.io/OpenCore-Legacy-Patcher/

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#286

Post by jlokier »

GolDDranks wrote: post #247
sam0x17 wrote: post #221

Earlier quoted context omitted.

He's running the latest os lol

The newest macOSes aren't available for HW that old. My 2015 MBP is already in the death row, update-wise.

Later versions of macOS can be installed on older hardware than is officially supported by Apple, by using OpenCore Legacy Patcher: https://dortania.github.io/OpenCore-Legacy-Patcher/

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#287

Post by pcurve »

still_grokking wrote: post #269
pcurve wrote: post #139

Here's data. # of Apple shipment. 2019 Q1 - 3.9m 2020 Q1 - 3.1m 2021 Q1 - 6.7m (111.5% increase YoY) 2022 Q1 - 7.0m 2023 Q1 - 4.1m Apple experienced explosive growth in 2021Q1 over 2020 Q1 compared to other PC makers. Lenovo (+59.1%) HP (+64.1%) Dell (+23.4%) Apple (+111.5%) Acer (+73.5%) Where as Lenovo and HP declined ~15% in 2022 Q1, Apple managed to gain 4.5%. So compared others, Apple had more to fall. Looking a…

This would be a very good comment, if only it had a source attached.

Not able to edit the comment now, but the source is IDC Quarterly Personal Computing Device Tracker.

They're quoted in a few different publications.

2019,2020 https://9to5mac.com/2020/04/13/idc-gartner-mac-shipments-q1-...

2020,2021 https://www.businesswire.com/news/home/20210409005459/en/PC-...

2022,2023 https://www.idc.com/getdoc.jsp?containerId=prUS50565723

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#288

Post by sliken »

bdcravens wrote: post #261
macjohnmcc wrote: post #251

Earlier quoted context omitted.

Last year I upgraded from a early 2013 15" MBP to the 16" Max and it's like a whole new world. Way more storage and memory. I can imagine going from the same machine to the M2 would be amazing but from M1 to M2 not enough of a bump to pay the price.

Last year I upgraded to an M1 Pro; this year a coworker took that machine and I bumped up to an M2 Max. I can't really tell a difference.

Not surprising. M1 pro -> m1 max = same number of cores at the same speed. So only if you are doing something CPU intensive and not cache friendly would you notice the memory bandwidth doubling.

M1 generation -> M2 generation is a pretty small difference, not something you'd normally notice. In my experience unless using a stopwatch or running benchmarks folks don't usually notice improvements till they get into the 1.5 to 2x range.

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#289

Post by r00fus »

crossroadsguy wrote: post #237
nickpp wrote: post #180

Earlier quoted context omitted.

I never lost data in iCloud - is this a common occurrence?

It isn’t about losing data. It’s more about not knowing what is happening or what is not. For example message sometimes just don’t sync on some devices. Sometimes a 300MB video file is taking just forever to sync with iCloud. Hours! When everything else is working smooth on a 800mbps connection. And you cannot do a thing about it. You write a note on one iPhone and then you don’t see on another for minutes, sometimes…

Honestly have never had an issue with apps not sharing iCloud data (also I don't put 300MB+ files on iCloud Drive).

I do use other file sharing tools that work just fine (1Pass, Google+, etc).

Re: Apple’s plunge in PC shipments is steepest among major computer makers

#290

Post by insane_dreamer »

MuffinFlavored wrote: post #276
insane_dreamer wrote: post #138

Still slightly higher than Q1 2020 or Q1 2019, so really just regression to the mean after the unusual spike in demand created by the pandemic. Source: https://www.statista.com/statistics/263428/apples-revenue-fr...

Don't you have to "inflation adjust" any value that is denominated in dollars (like this revenue metric) over time? $1.00 in January 2019 is $1.20 in 2023 https://www.bls.gov/data/inflation_calculator.htm

Yeah, would be better to look at units shipped rather than revenue.

However, most of the inflation during that period came from housing, energy, vehicles, food, not consumer electronics.

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