A new report on global PC shipments by Counterpoint Research reveals that shipment of Apple Silicon MacBook models grew by 8% Y-o-Y in Q1, 2022. The growth is recorded at a time when global PC shipments saw a 4.3% Y-o-Y decline to 78.7 million units in the first quarter of 2022.
Apple introduced its first-generation Apple Silicon, the M1 chip in the fourth quarter of 2022 to power next-generation Macs and initiate the transition from the Intel processors for the Mac lineup. Since then, Apple Silicon Macs have performed well in each quarter.
- Q4, 2020 – 49% Y-o-Y growth
- Q1, 2021 – 94% Y-o-Y growth
- Q2, 2021 – 10% Y-o-Y growth
- Q3, 2021 – 14% Y-o-Y growth
The growth of the Apple Silicon MacBook series in Q1, 2022 boosted Apple’s market share by 100 bps
Another research of the PC market in the first quarter of 2021 conducted by IDC showed that Apple’s Mac shipments grew 4.3% year-over-year that reaching 7.2 million units while the PC market saw a slump. The increase in sales was attributed to the strong demand for 14-inch and 16-inch MacBook Pro (2021) models.
Without breaking down which M1 MacBook models were more successful, the new report states the Apple Silicon Mac models saw an 8% Y-o-Y growth which bumped Apple’s market share by 100 bps.
Apple continued its success with the M1 MacBook series to see 8% YoY shipment growth in Q1 2022, which boosted its market share by 100 bps YoY.
In March this year, the Cupertino tech giant launched a new desktop computer, Mac Studio with M1 Ultra chip, and it is expected to introduce next-generation M2 MacBook Air, MacBook Pro, and other models which might be faster and more power-efficient.
The report also mentions that the PC shipments fell worldwide in the first quarter of 2022, in spite of easing components shortage, because of order backlog from 2021.
Our checks suggest the PC supply chain turned relatively conservative on shipment outlook in the middle of Q1 2022, largely dragged by global inflation and regional conflict, which brought uncertainties to PC demand and blurred the overall PC shipment momentum ahead. The overall PC shipments in 2022 are expected to be shy of our forecasts made at the end of 2021.
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