Research firm Strategy Analytics expects:In the context of strong demand for MacBook Air and other products, Apple’s MacBook shipments in the third quarter of 2021 may be around 6.5 million units.In addition, with a 10% year-on-year growth in shipments, its overall market share also climbed to 10%, second only to Lenovo, Hewlett-Packard and Dell. As for the sales growth of high-end models in the September quarter, it was due in part to the large discounts on popular models such as MacBook Air.
Lenovo topped the list for the fourth consecutive quarter, with notebook shipments reaching 15.3 million units, accounting for 23% of the market share, an increase of 5% over the same period last year.
●HPIt followed closely with 14.3 million units of shipments, accounting for 21% of the market share, down 5% year-on-year.
●DellRanked third with 12.2 million units shipped, accounting for 8% of the market share, a 50% increase over the same period last year.
● Ranked fifthAsus, With sales of 5.1 million units and 8% market share, an increase of 10% over the same period last year.
Strategy Analytics analyst Chirag Upadhyay said:
Overall, the notebook computer industry grew by 8% year-on-year. This figure is expected to be even higher if it is not troubled by the shortage of component supply, manufacturing costs and rising freight costs.
Secondly, as some employees return to work on-site to increase productivity, the upgrading needs of commercial customers will begin to become the main force to promote market development.
As for consumption in developed regions /educateThe market, driven by promotional factors such as back-to-school discounts, did not choose to suppress the upgrade demand and release it.
It should be pointed out that research and analysis companies such as SA cannot obtain in-depth information from public channels.AppleThe supply/retail chain data of, also failed to provide estimates based on independent research.
The method of market research companies has been questioned before, for example, Apple executives believe that these data are largely incorrect.
During last week’s quarterly earnings conference call, Apple’s Chief Financial Officer Luca Maestri stated:
Mac has delivered the best results ever in the past five quarters. Taking the Q4 fiscal quarter of 2021 as an example (Q3 2021), Mac revenue reached a record high of $9.1 billion, a year-on-year increase of 1.6%.
Finally, like other manufacturers, Apple is also affected by the shortage of new chips. The company issued a warning to investors that supply chain restrictions will drag down the earnings data for the Q1 fiscal quarter of 2022 (Q4 2021).
In addition, Apple CEO Tim Cook said that continuing supply problems have caused the company to decline in revenue of approximately $6 billion in the most recent quarter. As for the upcoming holiday shopping season, it is expected thatiPadRevenues for all product categories other than those will increase.
A report this morning stated that the Cupertino technology giant is cutting iPad production to prioritize the supply of scarce parts to more profitableiPhone13 series of smartphones (demand is expected to continue to grow in the next few quarters).