Apple MacBooks, OS X 'Lion' Driving Solid Sales: Piper Jaffray

 
 
By Brian T. Horowitz  |  Posted 2011-09-13 Email Print this article Print
 
 
 
 
 
 
 

The new MacBook Air, Mini and Mac OS X "Lion" are driving strong sales growth for Apple in the third quarter, according to Piper Jaffray.

Apple may sell as many as 4.6 million Macs in the third quarter of 2011 thanks to "pent-up demand" for the new MacBook Air and MacBook Minis, as well as the Mac OS X "Lion," which all launched in July, according to new report by Piper Jaffray.

Apple could break Mac sales record for the third quarter, Piper reports.

"We believe August Mac sales benefited from a full month of OS X Lion along with July-refreshed MacBook Airs and Mac mini," the Sept. 12 report stated.

The MacBook Air measures a thin 0.11 inch at its thinnest point and 0.68 inch at its thickest. Both the MacBook Air and Mac Mini feature Thunderbolt I/O technology, which brings faster file transfers.

Meanwhile, the MacBook Air could account for 10 to 20 percent of Macs sold during the third quarter (or September quarter and Apple's fourth fiscal quarter), the firm predicts.

With a possible 4.6 million Macs sold this quarter, Apple could outperform the mark of 4.1 million Macs sold during the 2010 holiday season. Still, with Mac sales growing year over year since 2003, there's "not much" significance in exceeding last year's sales record, Andrew Murphy, a research analyst with Piper, wrote in an email to eWEEK.

Macs priced lower than competing products, especially Ultrabooks, have led to increased sales along with iPhone and iPad users turning toward Macs, Murphy added.

The sales could drop in September as the launches fade further into the past, according Piper.

PC buyers waiting on OS X Lion, launched on July 20, gave Mac sales a boost, according to the report. OS X Lion is available as a $29 download and offers a Launchpad view of apps, a multitouch interface and a flatter-looking interface.

Mac sales are up 22 percent year-over-year, Piper Jaffray reports.

Prior to the Mac's sales surge in the third quarter, PC sales worldwide PC shipments increased by only 2.7 percent in the second quarter of 2011, according to a Sept. 13 report by IDC. The firm had originally forecasted a 2.9 percent increase for the quarter.

"While consumers have pulled back in part due to economic circumstances, consumer PCs have also suffered due to a relative lack of compelling offerings," Jay Chou, senior research analyst, for IDC's Worldwide PC Tracker, said in a statement.

Competition from smartphones and tablets, as well as uncertainty regarding the spin-off of Hewlett-Packard's PC business, may contribute to slower PC growth, Chou said. On Aug. 18 HP announced that it will sell its PC business and shut down its webOS tablet and smartphone division.

"In these tight economic times, and with new and competing products for consumers and businesses to spend money on, PC growth will remain slow in the next couple quarters," IDC analyst Loren Loverde noted in the report. "Nevertheless, replacement of existing PCs, sustained growth and rising penetration in emerging regions, as well as refreshed offerings next year, will drive healthy growth in the long term."

Meanwhile, IDC lowered its forecast for worldwide PC shipments from 4.2 percent to 2.8 percent for 2011, and from 10.2 percent to 9.3 percent for 2012. Growth for 2013 to 2015 will remain at the forecasted 11 percent, however.
 
 
 
 
Brian T. Horowitz is a freelance technology and health writer as well as a copy editor. Brian has worked on the tech beat since 1996 and covered health care IT and rugged mobile computing for eWEEK since 2010. He has contributed to more than 20 publications, including Computer Shopper, Fast Company, FOXNews.com, More, NYSE Magazine, Parents, ScientificAmerican.com, USA Weekend and Womansday.com, as well as other consumer and trade publications. Brian holds a B.A. from Hofstra University in New York.

Follow him on Twitter: @bthorowitz

 
 
 
 
 
 
 

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