2The iPad Is Cannibalizing MacBooks
3The Mac Pro Promises to Be Very, Very Expensive
The Mac Pro will undoubtedly help boost Apple’s Mac revenue figures when it launches later this year, but given how powerful it promises to be, it’ll be quite expensive. Apple hasn’t announced pricing yet, but don’t be surprised if the device goes for several thousand dollars—and many customers ignore it.
4Apple’s Focus Is on Mobile
Judging by Apple’s conference call July 23, the company seems laser-focused on mobile. The company’s top executives concentrated nearly all their discussion with investors on the iPhone and iPad, realizing more than ever that those products are the key drivers of its growth. As for Macs? They’re just an afterthought.
5Ultrabooks Are Starting to Gain Ground
Although Ultrabooks have been slow to gain widespread adoption, nearly all analysts, including those at IDC and Gartner, say that Ultrabooks should see increased sales in the next several quarters. The main reason for that is their expected reduction in price, which will only put more pressure on Apple’s MacBooks.
6Customer Appetite Is Changing
Today’s consumers aren’t what they were just a few years ago. At that time, it was a smart idea to buy an iPhone and a Mac, since they worked well together. And while that’s still true, nowadays, customers are finding that the smart idea might be to buy an iPad and get the best of both worlds. Plus, their desire to lug around a notebook is waning. Combine that with their growing distaste for desktops, and it’s clear to see why Apple is having some trouble with its Macs.
7Macs Are a Costly Business
8Sales Are Already on the Decline
9Market Factors Don’t Bode Well for Apple
Apple is in the middle of what could be a difficult time. Steve Jobs is gone, Samsung is gaining ground at a rapid rate in the mobile space, and Google continues to place pressure on it in mobile software. There’s even talk of Microsoft losing its footing in the operating system market. The market is changing, and that might not bode well for Apple or Macs.
10The High Prices Might Not Be Sustainable
Affordability and value are increasingly becoming a major selling point for consumers and enterprise users. For Apple, that’s an issue, since it charges quite a bit more for its Macs than others do for competing products. Customers are buying the iPad instead of a Mac partly because they can get more bang for the buck.
11Combined Sales Are Down for the First Time
Analysts have been keeping a close eye on so-called “combined sales” in Apple’s financials. That’s the measure of people who buy Macs and iPads and use them together. According to those analysts, for the first time ever, combined sales dropped 12.8 percent in the last quarter from 21.1 million units to 18.4 million units.