A couple of years ago when Apple introduced the new Apple silicon powered Mac laptops. The world was in the middle of a pandemic shutdown and sales exploded. All the Apple pundits declared the Mac to be reinvigorated by the powerful new silicon and a new era of Mac was declared. Everyone that is, but me.
I said don’t believe it. This is just a pandemic pull forward of orders that would’ve been spread over the next few years.
So what are we starting to see now? Right on schedule I might add. Yup, Mac sales are way down. Everyone that would’ve bought a Mac in Q1 of 2023 has already purchased a Mac.
I told you so. And I was the only one. I’ve been forecasting and budgeting unit sales for Fortune 500 companies for decades. I wasn’t surprised one bit by the 40% decline in Q1 volumes for the Mac. I expected it.
The Mac continues to be a relatively insignificant product line that doesn’t warrant a great deal of attention from Apple. And from what I can see, that is why Apple is basically “iPadifying” the Mac. The innards are getting manufactured more and more like iPads and the software is drifting more towards iPadOS.
It’s in Apple’s best interests to reduce whatever resources the Mac product line requires. The volume is too low to justify the same level of attention as the iPhone or iOS. And that means more cross pollination with the iPad in the future on components and software.
So what are we starting to see now? Right on schedule I might add. Yup, Mac sales are way down. Everyone that would’ve bought a Mac in Q1 of 2023 has already purchased a Mac.
I told you so. And I was the only one. I’ve been forecasting and budgeting unit sales for Fortune 500 companies for decades. I wasn’t surprised one bit by the 40% decline in Q1 volumes for the Mac. I expected it.
The Mac continues to be a relatively insignificant product line that doesn’t warrant a great deal of attention from Apple. And from what I can see, that is why Apple is basically “iPadifying” the Mac. The innards are getting manufactured more and more like iPads and the software is drifting more towards iPadOS.
It’s in Apple’s best interests to reduce whatever resources the Mac product line requires. The volume is too low to justify the same level of attention as the iPhone or iOS. And that means more cross pollination with the iPad in the future on components and software.
RSS Feed