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What the iPhone, iPad and Mac market share tell us about Apple

Karen Haslam | April 23, 2013
Ignore the share price, other factors tell the bigger story

Of course the iPad may also be seeing success at the expense of the Mac, but it appears that the Windows PC is suffering a far sharper decline.

Analyst houses IDC and Gartner have both published grim reports recently indicating that PC sales are down worldwide. IDC notes a 14% year over year decline for the first quarter of 2013, while Gartner's estimates a decline of 11.2%. Both firms attribute some of this to the disruption caused by the iPad and other tablets. However, the decline in Mac sales is seen to be far less dramatic. According to IDC, Mac shipments will decline 7.5% in the first quarter. Gartner, on the other hand, suggests that shipments of Macs are actually growing - yes growing - 7.4%. Gartner's view is backed up by NPD Group that suggests Mac sales could jump a massive 14%.

Also, while Apple is a minor player in the PC market, with a tiny percentage of market share in comparison to Windows PCs, it's worth noting that Apple makes 45% of the profit from its 5% worldwide market share, according to Asymco analyst Horace Dediu. This demonstrates that market share isn't necessarily the best indicator of success.

iWatch market share

There are also products that Apple hasn't even launched yet that are said to have an impact on it's stock. These include a rumoured television and, gaining a lot of traction recently, claims that the company is developing a smart watch.

What sort of market share can we expect for such a device? Apparently nearly a fifth of people are likely to buy an iWatch, should Apple launch one. That's according to the latest research from Changewave, who asked 1,713 Americans what they feel about the rumoured product. Of those, 5% said they were 'very likely' to buy the Apple smartwatch, another 14% said they were 'somewhat likely' to purchase an iWatch.

While this doesn't suggest that everyone will be rushing out to buy an iWatch, Changewave notes that it is a comparable result to its research into demand for the iPad before that product launched. "The pre-release findings for the Apple 'iWatch' are nearly identical to consumer interest in the Apple Tablet (Jan 2010) and Apple Intel Mac (Aug 2005) before each were officially announced."

Apple product owners were five times more likely to buy an iWatch (25%) than those who don't own Apple products (5%), according to the research.

This backs up our own research. When we asked 907 Macworld readers what Apple product they were most excited about, iWatch got 5.8% of the vote, after iPhone 6 (18.2%, Retina iPad mini (18.5%), new Mac Pro (14.3%), Apple Television (8.7%), iPad 5 (7.5%), a new Apple TV (6.8%) and a new MacBook Pro (6.5%). iGlasses were less popular with 3% of the vote.

 

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