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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

#12

What 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…

>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.

That's right. That's part of the reason why sales fell so drastically.

>M1 was released in November 2020, less than three years ago. How the hell are we supposed to be on M3 now?

There is a lot of evidence that Apple wants to release a new M series every year. There were many reputable reports that suggests M2 was ready long before the M2 Air design was ready to go. Another piece of evidence is that the video files for the M2 Pro/Max suggests that they were ready as soon as October 2022. They were delayed by 4 months.

Ideally, the timeline should have been:

M1: Fall 2020 (uses A14 from iPhone 12)

M2: Fall 2021 (uses A15 from iPhone 13)

M3: Fall 2022 (probably would have used A16 from iPhone 14 but with delays to M2 and delays to TSMC's 3nm, it'll likely skip the A16 and go straight to A17 from iPhone 15).

The above timeline did not happen for various reasons including supply chain bottlenecks, delays to the M2 Air redesign, and 3nm delay from TSMC.

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

#15

What 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…

[deleted]

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

#16

I 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…

> Most tech companies now provide MacBooks for their employees as a default choice.

Depends on your location, bubble and what kind work you do. Where I live now in Europe, companies mostly provide PC laptops with with Windows (vast majority) or sometimes Ubuntu on the same machines, because the bean counters here are far too scroogy to justify to management switching the entire fleet to Macs. Also probably because it's what most IT guys here are used to managing so moving everything to Macs would mean costs the company is not willing to bear.

If by tech you only mean agile web and mobile dev shops, then yes, it tends to be a majority Mac scene, but tech is much more generic and encompasses more industries than just web-dev. If you go to traditional tech industries, banks or large enterprises, it will 98% sure be a Windows machine here with almost no choice in the matter.

Only the frontend, graphic design and mobile app guys in my current company get Macs, the backend guys Ubuntu, and all the rest Windows.

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

#18
How many people actually need the perf of an M1 or M2-based laptop? I see a lot of excited stuff about running ML models on Apple silicon, but not much about how it benefits ordinary tech users running compile workloads or whatever, and nothing at all about people running standard applications.

The hardware is great, I'm just not convinced that the price/performance delivers a big enough market.

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

#20

I 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…

This makes sense. Amongst my friends, a number of them maxed out an M1 machine not just because of the processor but also because of the improved I/O and new form factor. The M1 machine ticked so many boxes that the purchase decision was not solely pushed by the CPU. The machines are so good it’s hard to justify a new one!
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