According to foreign media reports, the performance of Apple’s Mac has been particularly eye-catching recently. Revenue in the third quarter of this year increased by 50% year-on-year. In the fourth quarter, Apple released a Mac computer equipped with an M1 chip, and its performance exceeded expectations, so Mac revenue may have room for further growth.
According to foreign media reports, Apple’s Mac revenue increased by 50% year-on-year in the third quarter of this year. Due to the relationship between home office and online learning, global PC shipments in the third quarter increased by 18% year-on-year. And Apple’s Mac shipments performed very well in the third quarter. In the fourth quarter, Apple released a new Mac computer equipped with M1, which has more powerful processing capabilities, so Apple’s Mac revenue may grow further.
In the third quarter, PC manufacturers’ overall shipments increased by 18% to approximately 81.8 million units, which was about 11% higher than expected. Among them, consumer PC shipments increased by 33%, and commercial PC shipments increased by 6%. Some industry veterans pointed out that the strong performance of PC performance will continue at least into the fourth quarter of this year, and may even continue into the first quarter of next year.
From the perspective of shipments in the third quarter, Lenovo has returned to the top position of PC manufacturers, while Dell and HP’s share have declined, but Apple’s market share has increased significantly.
Although PC demand has been very strong recently, in the new fiscal year 2021, due to the epidemic-driven wave of replacements will also begin to weaken, and the market environment will become more difficult. Therefore, our PC market performance next year will remain cautious.
(The picture in the text comes from the Internet)