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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

#291

Post by sliken »

labcomputer wrote: post #159
senttoschool wrote: post #61

Earlier quoted context omitted.

> upgrades are nuts - it costs as much as an iPhone to get a storage upgrade that is like $100 with commodity SSD storage. I generally agree that Apple's SSD and RAM upgrades are too expensive. I'd like them to be cheaper. However, I'd like to point out that Apple's SSDs have built-in protection against data-loss from power loss which is usually an enterprise SSD feature. Also, Apple uses LPDDR5 on their Macs which a…

I know I would, and I dare say most people are the same, prefer to have the option for 3% lower memory bandwidth in exchange for 4x more memory. There’s no justification for Apple’s memory prices.

3%?

M2 = 100GB/sec M2 pro = 200GB/sec M2 max = 400GB/sec M1 Extreme = 800GB/sec.

Most x86-64 laptops and desktops are in the 60-80GB/sec range. Some desktop or server only chip (threadripper, epyc, Xeons, a few intel workstation chips) have 150 or 300GB/sec.

400GB/sec vs 80GB/sec is quite a bit more than 3%, and is available in the mbp 14" or mbp 16".

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

#292

Post by pertymcpert »

arberx wrote: post #183
melling wrote: post #168

Earlier quoted context omitted.

Nope. That logic might be correct if Apple’s profits were 100% from the Mac. There’s this smaller device called the iPhone…

True. However, Apple is currently priced at 30x P/E. Lots of growth is priced in.

Wow, only 30x?

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

#293

Post by sliken »

labcomputer wrote: post #153
reaperducer wrote: post #112

Earlier quoted context omitted.

$100 with commodity SSD storage. You answered your own question there. Apple doesn't used "commodity" SSD storage. Apple's SSDs are enterprise-grade, not bottom-of-the-barrel commodity parts.

Apple SSDs perform no better than commodity SSDs that cost 20% as much. And Apple is just buying flash chips from someone else. There’s no “apple silicon” equivalent for SSDs.

Sort of, a traditional SSD is a combination of flash storage and a flash controller. Apple puts the flash controller inside their apple silicon.

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

#294

Post by pertymcpert »

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.

That's not obvious at all. Source?

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

#295

Post by DwnVoteHoneyPot »

lotsofpulp wrote: post #281
freeplay wrote: post #279

Earlier quoted context omitted.

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?

Here's the source they spent on MacBooks: "Apple (+111.5%)"

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

#296

Post by GeekyBear »

Given the fact that process node changes are coming more slowly, and TSMC's delayed 3nm node has finally hit volume production, I have a pretty good reason not buy in at the tail end of 5nm.

> Apple Has Procured TSMC's Entire First Run of 3nm Chips

https://www.extremetech.com/computing/343291-apple-has-procu...

I think lower sales are a result of the previous pandemic purchase spike, along with the M1 upgrade spike, in addition to people holding off due to the imminent release of 3nm chips.

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

#297

Post by moonchrome »

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.

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