Link here. Or go directly to Johnny Evans, link here.
Apple saw the highest annual growth of all PC makers in the second quarter, according to analysts at Canalys.
Apple and Lenovo were the only PC makers to experience any growth in the US desktop and notebook markets in the second quarter. Apple saw the highest year-on-year growth of all PC makers.
That growth is significant: While the industry as a whole shipments for the second quarter drop by 1.4 percent compared to a year earlier, Apple experienced a 15.5% increase — the biggest in the business. Lenovo, the one PC maker that did experience some growth, saw an increase of just 5.1%. Many PC makers (Acer and others outside the top five) saw a 10% decline.
The decline in shipments comes as the over-hyped end of support for Windows 10 nears. Many in the industry had expected PC sales to rise as the deadline approached and users migrated to new systems capable of running Windows 11.
That’s happening, but many are making different choices. Sure, millions of Windows consumers are staying with Windows, but the big growth favors Apple, which now seems to account for 12.3% of all desktop and notebook computer sales in the US.
This suggests a growing number of Windows users see the end of Windows 10 as a catalyst to upgrade, but to upgrade to a completely different platform.
AI adoption is also driving PC sales, the analysts said. Apple, of course, arguably already makes the most powerful systems for artificial intelligence, as evidenced by the fact that you can quite literally run some LLM models natively on a MacBook Pro. Combined with the company’s willingness to partner with third-party AI services while continuing to develop its own, that trend toward AI PCs may well work in its favor. Particularly once the contextually smart side of Apple Intelligence is introduced next year.
Much more at the link.
If this is accurate and if this represents a trend, this is huge.
Too good to pass up.
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