Tuesday, March 22, 2005

Apple Market Share Grows, But Margins Will Decline

Based on the 4th quarter stats in this article, Apple did indeed pick up market share, both sequentially (0.68%) and year-to-year (0.82%). This may not look like much, but a year ago Apple was at 2.2% of the worldwide PC market. Therefore, 0.82% is a big deal.

The Mac Mini will increase unit share in quarter as it is selling well and has no prior year comparables. However, a large decline in notebooks in Q4 is troubling. The profit margins are much richer on notebooks than Mac Minis.

Another indicator that Mac is picking up market share: more hacking attacks on OS X.

Peter S. Kastner

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