Huge News For Apple Sales, 2Q10 -- July 9, 2020

As middle schools, high schools, universities and graduate schools go to "all on-line" Apple will be the major beneficiary.

Apple and education are joined at the hip.

Google Chrome and elementary education is likewise joined at the hip, but no self-respecting student over the age of fourteen would be seen dead with Google Chrome.

Doubts? Watch product placement on television shows and movies (mostly now seen in the comfort of one's home or streaming).

Now this, being reported today: Apple's worldwide Mac shipments were up over 5% during 2Q20, amid overall PC market growth.

And just one year ago, "everyone" said the Mac was dead and PC market growth had plateaued and would not decrease over time. But, of course, that was BC (before corona).

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Note that Google Chrome is not in the table above: unless things have changed, Acer and Samsung make the Google Chrome. Samsung is not listed, and Acer is just below Apple.

Note that "Others" showed a 22% decrease in growth but overall shipments increased by 2.8%.

At the linked article:

According to Gartner, PC shipment growth during the quarter was driven by purchases necessary for working from home and online education. The upward tick in shipments is not expected to continue.

Cognitive dissonance.

By the way, it's all about "margins" when it comes to earnings. A reader noted and I agree wholeheartedly:

If you compare the price of a Mac with the price from Lenovo, HP, and Dell, Apple has a great market share.

You can buy easily an HP laptop at $249 for example.

Yup. I’d love to know what Apple’s share of premium (over say $750 or $1,000) desktops and/or laptops are. Lumping $300 disposable laptops in with Macs makes as much sense as grouping $10 fitness bands in with Apple Watch. Or HomePod in with those $19 Google home or Amazon Echo online hot mics. Or $30 tablets with iPad.

It does kind of make me wonder what the market share of golf carts and riding mowers are compared to Honda Civics and BMW M8s

It is interesting to note that our older daughter bought a brand new Mac table-top this past quarter solely for telemedicine.

I'm sure the comments at the linked article will be as snarky as ever. LOL.

What do Trump and Apple have in common? No one loves either and they are both being sued by everyone, but they keep on truckin'.

But look at this:

IDC also released its own PC shipment estimates this afternoon, and its estimations are wildly different.

IDC's data suggests Apple shipped 5.6 million Macs during Q2 2020, up 36 percent from the 4.1 million estimated to have shipped in Q2 2019.

IDC believes that the overall worldwide PC market saw 11.2 percent growth with 72.3 million total PCs shipped, while Gartner believes there were 64.8 million total PCs shipped during the quarter.

I can hardly wait for Tim Cook's next earnings presentation.

By the way, this story was being reported elsewhere. From Fox Business News --

Personal-computer sales rebounded in the June quarter, driven by higher demand from workers and students forced to study and work from home amid the coronavirus, according to preliminary data from two industry-research firms.

Global PC shipments rose 11% to 72.3 million in the quarter, with the U.S. posting its highest quarterly-shipment volume in more than a decade, according to preliminary data from International Data Corp.