Apple’s December holiday quarter is expected to be extremely successful in terms of Mac sales thanks to the new M1 chips, analysts and research companies said, citing manufacturing shipments. Strong demand is expected to continue in the first calendar quarter of 2021.
The number of optimistic forecasts about the future financial report of Apple (AAPL) is constantly growing, and not only amid the expectations of strong sales of the new line of smartphones with 5G iPhone 12 and popular wearable devices (Apple Watch and AirPods), but also amid the boom in demand for the line of Mac laptops with a new M1 chip.
The 13-inch MacBook Air, MacBook Pro, and Mac Mini were announced in November and are immediately available for purchase ahead of Christmas and New Year sales.
The publication of the report for the first quarter of fiscal 2021, which ends at the end of December 2020, is expected on January 26 after the close of trading in the stock market.
Data from research firm IDC showed that worldwide PC shipments rose an impressive 26% to 96.1 million units from October to December 2020. Full year 2020 growth was 13.1% (up from 2019), driven by work from home, distance learning and consumer demand recovery.
Ryan Reith, vice president of IDC Worldwide Mobile Device Trackers, noted that the last time such a spurt of growth was observed in 2010, when global shipments rose 13.7%.
According to him, “all the signs point to the fact that this surge has yet to develop: the strength of the consumer market, record sales of gaming PCs and devices based on Chrome moving beyond the demand of education in the consumer market.”
Other market experts also expect strong PC demand to continue in the first calendar quarter of 2021, but warn of a potential decline by mid-year.
According to IDC, Apple sold 6,551 units of its PCs in the 4th calendar quarter, up 48.3% from the same quarter of 2019, which was unsuccessful in terms of sales in this category amid an overall six-year decline in the PC market. …
At the same time, Apple’s market share in the holiday quarter rose to 8.0% from 6.8% last year. IDC’s estimate of Apple’s PC market share for the entire 2020 was 7.6%, placing the company in the top five world leaders (the company is behind Lenovo, HP Inc. and Dell).
Apple shipped fewer than 5.3 million Macs in the December quarter, the most optimistic estimate was 5.71 million, according to average analyst forecasts.
Announced in November, the new capabilities of Apple’s own M1 line of Macs were promising and attracted a lot of interest from buyers, analysts and market experts alike.
Analysts took the arrival of proprietary chips in Apple laptops as a good omen for their future performance and price, and as further confirmation of Apple’s plans to create a common “ecosystem” for all its devices. Marketinfo.pro wrote more about this in the article “This is what it means for Apple to release new Macs with their own M1 chips”.