History: Mac sales would melt like butter

  • Mac sales are at half mast: -40.5% according to a study
  • All other manufacturers would also be in free fall
  • Apple could, however, relaunch its orders very soon

-40,5 %: it's a free fall for Mac sales, according to the latest report from specialist firm IDC. This estimates that between the first quarter of 2022 and the first quarter of 2023, the entire sector has plummeted with an average decline of 29%. Apple would sign the worst score, followed by Dell (-31% over the same period), Asus (-30.3%) and Lenovo (-30.3%), although the latter seems to retain its leading position on the walk.

The Chinese would thus monopolize almost a quarter of global sales, again according to IDC. Its ranking positionsHP in second positionwith 21.1% market share in the first quarter of 2023, Dell closing the podium with 16.7%. Apple is now only fourth according to this list with 7.2% market share compared to 8.6% a year earlier.

Inflation blamed

Of course, as this is a study, its results must, as always, be considered with some caution. But this does not mean that investors are not looking into the question, on the contrary: the AAPL share on the Wall Street stock exchange actually fell by four points on the announcement of these figures, going from 164, 59 dollars at the close of Thursday at160.16 dollars this Monday.

It is difficult to know the precise reasons for the drop in Mac sales, but theirprice on the riseand the general recession probably have something to do with it. Today, you have to pay no less than 1,199 euros to afford the MacBook Air M1, which is the most affordable laptop from the Apple company.Le MacBook Air M2starts at 1,499 euros, compared to 1,599 euros for the 13-inch MacBook Pro M2.

Why it's historic

If we are relaying these figures, it is mainly because until now Apple seemed to have limited the damage during the crisis. Indeed, while all other personal computer manufacturers had already seen their numbers fall since last year, Cupertino continued to keep its head above water, surprisingly and despite already increased prices.

According to the most advanced analysts, however, there is a strong chance that Apple is already starting toget back on track, which will still have to be confirmed by studies for the second trimester which has already begun. Tim Cook's company is alsothe only oneof GAFAM who have not yet made mass layoffs to cope with the current economic situation.