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Apple’s Mac Shipments Could Outpace the Global Market

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According to market research company Trendforce, global notebook PC shipments rose 0.9% year-over-year to 41.46 million in Q2. Notably, Apple’s Mac notebook easily outperformed the global market with 19.8% YoY shipment growth to 3.2 million units in Q2. Apple (AAPL) holds a market share of 7.7% in the Notebook segment.

The top players include HP (HPQ), Lenovo (LNVGY), Dell, and Acer, which reported market share figures of 24.7%, 21.6%, 16.7%, and 8.4%, respectively. In Q2, HP and Dell underperformed the market in terms of shipments, as units fell 4.8% and 8.8%, respectively. Although Lenovo’s shipments rose 9.2%, Apple was the clear winner in the second quarter.

In the June quarter, Apple stated that its Mac sales experienced double-digit growth. MacBook sales rose 11% in the last quarter, driven by robust sales of the MacBook Air and MacBook Pro. Apple no longer provides shipment figures for any of its products.

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During the company’s earnings call, Apple CEO Tim Cook stated, “Looking forward, there is an enormous amount to be excited about for Mac. On the heels of our Mac Mini and iMac updates earlier in the fiscal year, we brought significant updates to the bulk of our notebook line up in the last couple of months.

“We now have a $999 MacBook Air that is killer for college students, and for our pro users who push the limits of what a Mac can do, we were thrilled unveiled the most powerful Mac ever, the new Mac Pro and the all-new Pro display XDR, which will be available this fall.”

Apple shipments to outpace global shipments in Q3

Trendforce expects Apple’s Mac shipments in Q3 to increase 14.8% YoY and 19.9% sequentially to 3.85 million units. Notably, this upward trend is far higher than the 0.7% YoY growth for the global PC market.

Apple is expected to end the September quarter with a market share of 9%, making it the fourth-largest player in this space. Apple recently cut MacBook prices, which should drive demand higher.

In the June quarter, Mac revenue increased in four of the five geographic segments. Almost 50% of Mac buyers in the June quarter were first-time buyers. Apple has successfully gained traction in developed and emerging markets in this segment. With the delay of the latest round of tariffs, it’s possible that Apple’s Mac Q3 shipments could exceed Trendforce’s estimates.

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