In the U.S., HP retained its first place ranking, while Dell remained firmly in second place. Both companies saw sharp dropoffs in year-over-year sales, however, and both firms lost share to Apple and Lenovo, the Chinese PC firm. Lenovo was the only brand to show year-over-year unit shipment increases, and the company's share grew from 7.2 percent to 8.9 percent.

Apple still isn't large enough to crack the top five in global PC sales, but let's look anyway. Worldwide shipments of PCs came in at 87.5 million units during the quarter. That's down 8.2 percent, a better showing than in the U.S.


Apple Outgrew Unit Sales


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Significantly, Lenovo took over the top spot for the first time during the quarter. IDC said that Lenovo sold 13.7 million PCs around the world during quarter, up from 12.5 million units in 2011. Number two HP, third place Dell, and fourth place Acer all saw declining sales. Fifth place Asus was the only other company in the top five to sell more PCs year over year, outgrowing even Lenovo in percentage terms.

4:19 Where growth coming from going forward? Here's the exciting thing. If you take a look at the Mac, the Mac has outgrown the market 20 of the last 21 quarters. 5 years in a row. Has outgrown the market. And in many of those quarters, outgrew it by multiple. The PC industry is over 300 million units per year. Last fiscal year, Mac did over 10 million units. Ceiling is far above. Continue to invest in enormous amount of energy and talent in the Mac. Doesn't take Market growth. 50% of customers in Apple store are from Windows.

Estimates by Strategy Analytics show that Samsung's smartphone sales fell 4 percent YoY on shipments of 74.4 million units, giving it 18.6 percent market share globally in calendar Q4 2017. The firm noted that this performance was "up slightly from 18 percent share a year ago," when the company was in full panic mode during the peak of its Galaxy Note 7 fire season.

Lower prices helped Samsung to expand unit shipment volumes slightly across the entire year; its total sales for 2017 reached an estimated 317.5M, compared to 215.8M iPhones sold by Apple. But as Mawston also noted, "Samsung is under pressure from Chinese rivals in some major markets, like China and India." And unlike Apple, Samsung doesn't have an iPhone X to effectively "push up the pricing curve." In fact, Samsung was forced to slash the price of its premium flagship in the quarter.

Xiaomi "soared 87 percent annually," but that was on sales of just 27.8M units in the winter quarter. The firm noted, "Xiaomi is outgrowing almost everyone for now, but we expect its breakneck speed to slow this year, as rivals such as Huawei fight back with improved or cheaper new designs."

The research brought more good news for Samsung as it reported that global Android smartphone shipments increased by 5 percent from 552.2 million units in H1 2015 to 577.3 million units in H1 2016. The report, however, failed to bring any cheer for Apple, which is seeing declining iPhone sales, as the research found that the Android smartphone category was outgrowing Apple iOS. According to the report, global smartphone shipments of Apple iOS fell 16 percent from 108.7 million in H1 2015 to 91.6 million in H1 2016.

However, only one month later in April 1994, the company filed for bankruptcy. When Commodore went bankrupt, all production on their inventory, including the C64, was discontinued, thus ending the C64's 11 and a half year production. Claims of sales of 17, 22 and 30 million of C64 units sold worldwide have been made. Company sales records, however, indicate that the total number was about 12.5 million.[60] Based on that figure, the Commodore 64 was still the third most popular computing platform into the 21st century until 2017 when the Raspberry Pi family replaced it.[61] While 360,000 C64s were sold in 1982, about 1.3 million were sold in 1983, followed by a large spike in 1984 when 2.6 million were sold. After that, sales held steady at between 1.3 and 1.6 million a year for the remainder of the decade and then dropped off after 1989. North American sales peaked between 1983 and 1985 and gradually tapered off afterward, while European sales remained quite strong into the early 1990s.[2]

The Galaxy Note 20 was a bemusing phone, with a high price and little reason to opt for it over the preceding Galaxy S20. The Note 20 was also shortly followed up by the much more attractively priced Galaxy S20 FE. The Note 20 didn't thoughtfully tweak the Samsung flagship it followed and it didn't set a standard for the Galaxy S21 to build upon, as it had in previous years. It's no surprise then that Counterpoint research analyst Tom Kang estimates that Note sales fell by a fifth in 2020, to below eight million units. A smaller fall in sales for the Galaxy S series will see it remain closer to 30 million.


Apple shipped 5.2 million Macintosh computers during the quarter, a unit increase of 26 percent over the year-ago quarter. Quarterly iPhone unit sales reached 37.04 million, up 128 percent from the year-ago quarter, and the company sold 15.4 million iPods during the quarter, representing 21 percent unit decline over the year-ago quarter. Apple also sold 15.43 million iPads during the quarter, up 111 percent over the year-ago quarter. Apple set new company records for iPhone, iPad, and Mac sales during the quarter.


- Highest quarterly revenue and earnings in Apple history.

- Numerous new records for quarterly iPhone, iPad, and Mac Sales

- Extremely pleased with momentum of the business

- Sales aided by inclusion of 14th week in the quarter.

- Net income increased 118% year-over-year, equal to half of net income generated over all of fiscal 2011

- Set new records for desktops and portables, up 26% year-over-year versus 0% growth for entire PC industry

- Mac sales outgrew the market in all geographies, particularly in Asia-Pacific

- Very strong growth of MacBook Pro and MacBook Air

- 3-4 Weeks of Mac Channel Inventory

- Mac App Store a great success, 100 million downloads in the first year

- 15.4 million iPods vs 19 million in year-ago quarter. iPod Touch accounts for more than half of iPods sold. iPod market share remains over 70% according to NPD.

- Ended quarter with 4-6 weeks of iPod channel inventory.

- iTunes Store generated $1.7b of revenue. 20 million song catalog. iTunes customers "amazingly busy" on Christmas, more than 140 million downloads on December 25

- iPhone represented 124% year-over-year growth vs 40% growth for industry according to IDC.

- Royal Dutch Shell, Credit Suisse, Covidian, Nike, Facebook, among others, rolling out iPhone across the enterprise.

- iPad revenue up 99% year-over-year.

- iPad sales exceeded expectations, sell through exceeded sell-in by 200,000 units. 4-6 weeks of channel inventory.

- Enterprise actively using iPad with custom apps.

- 1.5 million iPads are in use across educational institutions.

- 315 million cumulative iOS device sales. 62 million in December quarter.

- 85 million iCloud customers signed up.

- App Store is "incredible successful" - 550,000 apps total, 170,000 iPad apps.

- $4 billion to developers cumulatively, $700 million in december quarter.

- $6.1 billion for retail, large growth for iPhone, iPad and Mac sales.

- iPhone sales doubled year-over-year thanks to iPhone 4S.

- 1.1 million Macs sold vs 851,000 year-over-year.

- 4 new stores including Grand Central and 3 stores in Europe. 361 stores total.

- 358 stores open, avg $17.1 million in revenue up from $12 million last year.

- Store traffic reached 110 million vs 76 million year-over-year, up 45%.

- 22,000 visitors per store per week.

- EasyPay checkout process enhanced ability to handle high traffic levels.

- Total company gross margin was 44.7%, 4.7% higher than guidance. Lower commodity costs, better than expected iPhone mix, among other items.

- $370 million in stock based compensation expense.

- 25.25% tax rate for the quarter.

- $97.6 billion in cash and marketable securities, up $16 billion from prior quarter. $64 billion of cash is offshore.

- "Actively discussing" uses of cash balance, have nothing to disclose today. "Not letting it burn a hole in our pocket."

- Next quarter's expectations: $32.5 billion in revenue, 42% gross margin with $60 million in stock based compensation, $3.05 billion in CapEx, 25.25% tax rate. EPS of $8.50.

Q: Any impact on iPads from lower priced tablets on the market? How do you feel about the Amazon Fire?

A: We are really happy with 15.4 million iPads, did take down channel inventory slightly so sell-through was slightly higher than that. Consistent with our long-term belief that this is a huge opportunity for Apple over time. I really believe that there will come a day when the tablet market in units is larger than the PC market. It's interesting to note that in the US it's clear from the IDC data on desktop PC's in the US that tablets exceeded desktop sales last quarter in the US.

I haven't had the opportunity to try everything yet, but what I have tried is fun and different! I really like the apple and jalapeo combination. "Don't Touch the Baby" is too spicy for me, but hubby loves it! I also want to say A+ for naming their products.

Apple, however, is likely one of the only \u201Cgood\u201D parts of the business this year, as they are expected to grow in 2023 over 2022, while the rest of their customers are ordering fewer products. Additionally, there\u2019s a huge lever for additional upside here: Apple is designing its own in-house modem, and there\u2019s a great chance that they are using MEMS. That could be a material upside to sales if that were to happen. Another ~240 million units of modems would be material for SiTime.

SiTime\u2019s marketing has been very consistent, and it\u2019s a borderline pysop to convince everyone that MEMS is better. I think reality, however, is a bit more nuanced. This has made understanding performance claims a bit tricky. SiTime, claiming MEMS is 10x better in every metric, has created a lot of haters in the quartz community with the apples-to-oranges comparisons. It\u2019s hard to get a non-biased source, you\u2019re either with MEMS or against it, yet SiTime is still gaining share. How and why? be457b7860

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