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MrGunny94

macrumors 65816
Dec 3, 2016
1,148
675
Malaga, Spain
Oh, you’re right, most definitely. I was just saying that macOS market share’s not going to grow significantly from virtualization or hackintoshes or any non licensed formal way, that’s all.
Definitely, however these M1 Macs are turning a lot of people from Windows and folks who are stuck with old Macs... With the new redesigned models we might even up catering a lot of folks from Linux (I was one of them who moved from a 100% Linux environment desktop/laptop when the 16" came out)
 

Jorbanead

macrumors 65816
Aug 31, 2018
1,209
1,438
No, I’m not assuming your age. It doesn’t matter how old you are, in 80 years from now, you’re very likely not going to be powering Apple’s Mac revenues by buying Macs. Very few people alive today are going to be. If Apple continues selling half of their Macs to folks that have never bought a Mac before, then they’re good, doesn’t matter if those users are young or old. Because they will VERY likely be in contact with at least one or more other people that might also buy a Mac. If they ever:
Stop reporting that number and/or
Release previously Mac only applications for any non-Mac platform
You will know what you need to know about the future of the Mac, regardless of age.


If you hang out in almost any reddit forum (other than, maybe, those specifically related to age?) you’re going to find a good number of teenagers. It’s a self selecting sample. Just like there are millions of developers, FCP users, Logic Pro users, Xcode users and folks that just like the Mac in the world today, there are millions of teenagers using Macs today. However, unit sales analysis of the iPad show that there’s very likely FAR more millions using Apple devices that aren’t Macs.
These are hypothetical situations. Of course if younger people stop buying macs that could be a possible indicator, but it also could be because of many different reasons, and whose to say the market trend wouldn’t change when those people get older and their needs change. Just because one buys an iPad at 17 doesn’t mean they would never buy a Mac later at 30.

But besides all that, it’s not happening right now, and now you’re talking about people who aren’t even born yet. If the time comes where we see an obvious decline in Mac market share for several years, and there’s quantitative data to suggest interest at large is dwindling, sure we can discuss this. But listing off hypothetical situations doesn’t seem very productive for this thread imo. It’s impossible to predict market trends years in advanced.
 
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Jorbanead

macrumors 65816
Aug 31, 2018
1,209
1,438
Hang out on the Mac Reddit forum and you run into lots of teenagers. I see a lot of them asking which Mac they should get for college. Or asking how to do basic things. A lot of people use Reddit for tech support. My Karma is 2,900 so I obviously answer a lot of questions.
Totally agree. I am around kids, teenagers, and college students every week. I see what devices they are using. Some use iPads. Many use chrome books because they are super cheap. Some use MacBooks. I don’t see any trends at the moment suggesting younger generations are flocking to iPad (or some other device) directly causing Mac sales to dwindle. So this notion is all based in hypothetical scenarios that haven’t happened yet. It’s impossible to predict market trends years in advanced.
 

pshufd

macrumors G4
Oct 24, 2013
10,151
14,574
New Hampshire
Definitely, however these M1 Macs are turning a lot of people from Windows and folks who are stuck with old Macs... With the new redesigned models we might even up catering a lot of folks from Linux (I was one of them who moved from a 100% Linux environment desktop/laptop when the 16" came out)

People will be pissed if their four year old Windows system can’t be upgraded to W11 For arbitrary reasons.
 

pshufd

macrumors G4
Oct 24, 2013
10,151
14,574
New Hampshire
They do have a lot of growth in ALLL kinds of areas. Maybe not so much the Mac area, but it doesn’t matter, you’ll make a good return even IF Mac marketshare drops!

I'm quite happy with their growth so far this year in Macs. I think that Macs alone would be a Fortune 500 company. They could make a few more bucks selling M1 chips to Dell, Microsoft, HP and Lenovo as well. That they don't implies that their growth potential is higher than becoming the Intel and AMD of ARM.
 
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Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
These are hypothetical situations. Of course if younger people stop buying macs that could be a possible indicator, but it also could be because of many different reasons, and whose to say the market trend wouldn’t change when those people get older and their needs change. Just because one buys an iPad at 17 doesn’t mean they would never buy a Mac later at 30.
Yes, entirely hypothetical… food for thought. I’m pretty sure at one point folks said, “I buy Apple II’s, everyone I know buys Apple II’s, so I really don’t see Apple ever discontinuing it!” And, while it’s possible, I don’t think there were very many that learning computing on the Mac and then, when they got older, went to the Apple II. :)
 

Jorbanead

macrumors 65816
Aug 31, 2018
1,209
1,438
Yes, entirely hypothetical… food for thought. I’m pretty sure at one point folks said, “I buy Apple II’s, everyone I know buys Apple II’s, so I really don’t see Apple ever discontinuing it!” And, while it’s possible, I don’t think there were very many that learning computing on the Mac and then, when they got older, went to the Apple II. :)
Sure but your example is more like saying “I don’t think Apple will ever discontinue the Mac mini” which is not really what people are saying here. The Apple II was still a personal computer that got replaced by another personal computer.

My point is that for the foreseeable future as far as we can tell right now, Apple personal computing (Mac or whatever name they give it) will continue to thrive and be relevant.
 
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leman

macrumors Core
Oct 14, 2008
19,522
19,679
Oh, as long as they keep selling half of their devices to folks that have never used a Mac before, then it’s fine. If they ever get to the point where they’re only selling Macs to folks that have owned Macs before, eventually that spiral will run itself out.

What makes you say that? In the last 20 years, macOS market share has been only slowly (but steadily) increasing, and somehow Macs are doing fine. Apple does not need a significant growth here for Mac to be a successful product. Frankly, I would be surprised if they ever surpass 20% of the market share, given that they only operate in the comparatively small premium segment.
 

dmccloud

macrumors 68040
Sep 7, 2009
3,146
1,902
Anchorage, AK
Everything that happened regarding sales in 2020 was an anomaly, though :) Developers will only look at releasing Mac games if someone makes it dead easy to port. That is, unless Apple starts selling, say, at least half as many systems as PC systems over a sustained period. THAT Would be enough sales to make them risk the effort because the potential to sell enough to make back the development costs would be very high with that many systems out there.

That logic applies only if you look at Mac development in a bubble. However, with Apple now using a common platform between iOS and Mac OS devices, it actually lowers the barrier to entry for a lot of developers, because you have multiple ways to recoup development costs, whether through outright sales of software or (primarily on the iOS/iPad OS side) IAPs. We have already seen Baldur's Gate 3 and World of Warcraft running natively on the M1, with the latter dropping on the same day the M1 Macs first hit the market. While 2020 was an unusual year on many levels, it led to the PC industry as a whole seeing an increase in sales. What's important to note is that Apple's Y2Y growth actually outpaced the industry as a whole in a year when so many people either had to work from home or go to school from the home.
 

Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
What makes you say that? In the last 20 years, macOS market share has been only slowly (but steadily) increasing, and somehow Macs are doing fine. Apple does not need a significant growth here for Mac to be a successful product. Frankly, I would be surprised if they ever surpass 20% of the market share, given that they only operate in the comparatively small premium segment.
I say that because new users is KEY. If Apple ever stops being able to attract new Mac users then your possible sales per quarter is effectively capped.

This is from Statista.
Mac sales rose until 2012 and, since then, they’ve stayed in the quarterly sales range of 4 to six million per quarter until 2021, which was an anomaly. I’m calling that stagnant.
F26B8A26-33D3-4E25-AE8A-A3645CE625BF.jpeg
Interesting to note is that the first iPad was introduced in 2010. Someone COULD make the connection that Mac sales have not continued their upward trend because many folks with simple uses for computers (and are not Windows users) have chose the iPad, but I don’t think I’d make that connection. I DO find it interesting that their upward trend ended quite abruptly, though.
 

Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
Sure but your example is more like saying “I don’t think Apple will ever discontinue the Mac mini” which is not really what people are saying here. The Apple II was still a personal computer that got replaced by another personal computer.

My point is that for the foreseeable future as far as we can tell right now, Apple personal computing (Mac or whatever name they give it) will continue to thrive and be relevant.
For a lot of people, the Mac they had at their desk was replaced with an iPad. If all they’re doing is checking email, updating facebook and surfing the internet in general, they see no functional difference between he “personal computer” sitting safe at home gathering dust and the “personal computer” that goes with them wherever they go and can be online from anywhere. And, as their needs will very likely never change (most folks needs never do), they’re not going to go backwards to a Mac, especially if their primary use case is “being online easily everywhere there’s a cellular signal”.

And yes, the “personal computing” brought to millions by the iPad WILL absolutely continue to thrive and be relevant.
 

Jorbanead

macrumors 65816
Aug 31, 2018
1,209
1,438
For a lot of people, the Mac they had at their desk was replaced with an iPad. If all they’re doing is checking email, updating facebook and surfing the internet in general, they see no functional difference between he “personal computer” sitting safe at home gathering dust and the “personal computer” that goes with them wherever they go and can be online from anywhere. And, as their needs will very likely never change (most folks needs never do), they’re not going to go backwards to a Mac, especially if their primary use case is “being online easily everywhere there’s a cellular signal”.

And yes, the “personal computing” brought to millions by the iPad WILL absolutely continue to thrive and be relevant.
You got a source for “a lot of people that switched to iPad” that points to declining Mac sales? Because you keep claiming Mac will eventually be dead due to iPad yet I don’t see that.
 
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Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
That logic applies only if you look at Mac development in a bubble. However, with Apple now using a common platform between iOS and Mac OS devices, it actually lowers the barrier to entry for a lot of developers, because you have multiple ways to recoup development costs, whether through outright sales of software or (primarily on the iOS/iPad OS side) IAPs. We have already seen Baldur's Gate 3 and World of Warcraft running natively on the M1, with the latter dropping on the same day the M1 Macs first hit the market.
If Blizzard makes WoW available for iOS/iPadOS, then maybe. I mean, I’d like to see this kind of dynamic. But developers in general see more risk in releasing for the Mac, regardless of if that risk is real.
 

dmccloud

macrumors 68040
Sep 7, 2009
3,146
1,902
Anchorage, AK
For a lot of people, the Mac they had at their desk was replaced with an iPad. If all they’re doing is checking email, updating facebook and surfing the internet in general, they see no functional difference between he “personal computer” sitting safe at home gathering dust and the “personal computer” that goes with them wherever they go and can be online from anywhere. And, as their needs will very likely never change (most folks needs never do), they’re not going to go backwards to a Mac, especially if their primary use case is “being online easily everywhere there’s a cellular signal”.

And yes, the “personal computing” brought to millions by the iPad WILL absolutely continue to thrive and be relevant.

From where did you get this "replaced with an iPad" argument? Do you have any facts to support this claim? If not, then it's nothing more than pure conjecture. That argument also falls flat on its face when looking at the growth in Mac sales over the last two years. If your position was correct, the bulk of Apple's growth would have been on the iPad side, with at least some dropoff on the Mac side as Macs were replaced by iPads. However, both product lines have seen growth, which would actually imply that more people are using both devices rather than replacing the Mac with an iPad. Sidecar allows me to carry just my 13" MBP and an 11" iPad and have a portable dual-screen setup that a) doesn't weight 6+ lbs and b) doesn't take up a lot of space in my bag. When not using my iPad as a secondary monitor, I am using it in a competely different manner than I use my Mac because of the different user interface and interaction paradigms between the two devices.
 

Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
You got a source for “a lot of people that switched to iPad” that points to declining Mac sales? Because you keep claiming Mac will eventually be dead due to iPad yet I don’t see that.
The Mac WILL eventually be dead someday due to lack of sales. My guess is that the success of the iPad will be one of many factors, but it could be that the iPad has nothing to do with it. And, instead, it’s some other new Apple gadget that has yet to be introduced. During the height of the Apple II, few saw the end of the Apple II coming.
 

Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
That argument also falls flat on its face when looking at the growth in Mac sales over the last two years.
Not really. 2020 was a bit of an anomaly… actually, precisely 1 quarter in 2020, Q4, was an anomaly, an outlier as can clearly be seen by the chart. All other quarters in 2020 look a lot like 2 years ago. Which is exactly as expected as Apple sells between 4-6 million per quarter. The only times they missed 4 million was during a quarter in 2018, 2019, and… 2020. Last time they missed selling at least 4 million Macs in a quarter before that was 2013. Which is why, over the long term, it looks like sales are stagnant.

By comparison, sales of the iPad just in Q4 last year alone was over 19 million.
 

pshufd

macrumors G4
Oct 24, 2013
10,151
14,574
New Hampshire
Not really. 2020 was a bit of an anomaly… actually, precisely 1 quarter in 2020, Q4, was an anomaly, an outlier as can clearly be seen by the chart. All other quarters in 2020 look a lot like 2 years ago. Which is exactly as expected as Apple sells between 4-6 million per quarter. The only times they missed 4 million was during a quarter in 2018, 2019, and… 2020. Last time they missed selling at least 4 million Macs in a quarter before that was 2013. Which is why, over the long term, it looks like sales are stagnant.

By comparison, sales of the iPad just in Q4 last year alone was over 19 million.

They would have had better growth if they had cared about the Mac. It was a long time in the desert. I've been holding out with my 2014 and 2015 MacBook Pros - I couldn't buy the junk of the past generation. Look at the update cycles of their Macs as well. And the aptly named Trash Can? The Mac product line suffered from benign neglect.
 

JMacHack

Suspended
Mar 16, 2017
1,965
2,424
I say that because new users is KEY. If Apple ever stops being able to attract new Mac users then your possible sales per quarter is effectively capped.

This is from Statista.
Mac sales rose until 2012 and, since then, they’ve stayed in the quarterly sales range of 4 to six million per quarter until 2021, which was an anomaly. I’m calling that stagnant.
View attachment 1802005
Interesting to note is that the first iPad was introduced in 2010. Someone COULD make the connection that Mac sales have not continued their upward trend because many folks with simple uses for computers (and are not Windows users) have chose the iPad, but I don’t think I’d make that connection. I DO find it interesting that their upward trend ended quite abruptly, though.
1. You make the assumption that the Mac needs significant growth to justify its existence

2. You assume that people who buy iPads do not also buy Macs (either as a companion device or “gateway drug” so to speak) ditto for the iPhone, which is significantly popular with the young’uns.

4. This also assumes a “Mac vs. PC” dichotomy, in which there is no overlap between PC users and Mac users. On the contrary, many people have both for various reasons.
 
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Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
1. You make the assumption that the Mac needs significant growth to justify its existence

2. You assume that people who buy iPads do not also buy Macs (either as a companion device or “gateway drug” so to speak) ditto for the iPhone, which is significantly popular with the young’uns.

4. This also assumes a “Mac vs. PC” dichotomy, in which there is no overlap between PC users and Mac users. On the contrary, many people have both for various reasons.
No, Mac needs ZERO GROWTH. All they need is that, for every year, a significant portion of Macs sold are to folks that have NOT owned a Mac before. They can continue to sell 20 million with 10 million going to non-Mac users indefinitely. Every year, a few million folks will need/want an upgrade keeping the sales at the same level. Once people that have never owned a Mac have no desire to buy a Mac… well first that 20 million a year drops to 10 million and just continues to drop after that.

People who buy Macs buy iPads. The better thing to wonder is, do people who buy iPads buy Macs? Mac Users can increase unit sales of the iPad simply because the iPad is so inexpensive. Would iPad users be able to increase unit sales of the Mac? I’d say not likely just due to the cost difference.

I’d guess that there’s little significant overlap between PC users and Mac users on a grand scale just because there aren’t that many that NEED both. Any individual Mac owner MAY also own a PC, but it’s not just so they can have it around in case of emergencies, it’s because there’s a need for it, like gaming. :) Any individual PC owner MAY also own a Mac… But, as a group of people, they’d be dwarfed by the millions upon millions that only own one or the other.
 

Joelist

macrumors 6502
Jan 28, 2014
463
373
Illinois
This is getting a bit weird....

Mac sales in 2018 were 25.198 billion

Mac sales in 2019 were 25.740 billion.

Increase of about 2.2%. Not horrible but not big time

Mac sales in 2020 are 28.622 billion.

Increase of 11.1%.

So far in 2021 Mac sales are 17.8 billion (for 6 months). This is a 42% increase over same time prior year. If they maintain this or even close to it the numbers get pretty big.

And if you dig more you see that before M1 2020 looked to be pretty even with 2019. And Apple has even said the Mac sales surge is being powered by MacBook Air and MacBook Pro 13.
 

pshufd

macrumors G4
Oct 24, 2013
10,151
14,574
New Hampshire
No, Mac needs ZERO GROWTH. All they need is that, for every year, a significant portion of Macs sold are to folks that have NOT owned a Mac before. They can continue to sell 20 million with 10 million going to non-Mac users indefinitely. Every year, a few million folks will need/want an upgrade keeping the sales at the same level. Once people that have never owned a Mac have no desire to buy a Mac… well first that 20 million a year drops to 10 million and just continues to drop after that.

People who buy Macs buy iPads. The better thing to wonder is, do people who buy iPads buy Macs? Mac Users can increase unit sales of the iPad simply because the iPad is so inexpensive. Would iPad users be able to increase unit sales of the Mac? I’d say not likely just due to the cost difference.

I’d guess that there’s little significant overlap between PC users and Mac users on a grand scale just because there aren’t that many that NEED both. Any individual Mac owner MAY also own a PC, but it’s not just so they can have it around in case of emergencies, it’s because there’s a need for it, like gaming. :) Any individual PC owner MAY also own a Mac… But, as a group of people, they’d be dwarfed by the millions upon millions that only own one or the other.

You don't get out very much.

My workplace offered Macs and PCs and a common setup was dual or triple external monitors. Last I checked, you couldn't drive multiple external monitors with an iPad.

My home desktop setup is a Windows PC with 2x4k (think maxed out iMac 27) and an M1 Mini with 1x4k + 1xQHD. A friend on Twitter showed me his trading setup and it was 4x32 inch monitors hooked up to a Dell XPS Desktop with a powerful GPU.

I don't need both Windows and macOS. I need Windows for one particular program and I also have it due to the current limitations of the M1 Macs. I prefer macOS for everything that I do though. I own 5,000 shares of AAPL so my opinion actually matters.
 
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pshufd

macrumors G4
Oct 24, 2013
10,151
14,574
New Hampshire
This is getting a bit weird....

Mac sales in 2018 were 25.198 billion

Mac sales in 2019 were 25.740 billion.

Increase of about 2.2%. Not horrible but not big time

Mac sales in 2020 are 28.622 billion.

Increase of 11.1%.

So far in 2021 Mac sales are 17.8 billion (for 6 months). This is a 42% increase over same time prior year. If they maintain this or even close to it the numbers get pretty big.

And if you dig more you see that before M1 2020 looked to be pretty even with 2019. And Apple has even said the Mac sales surge is being powered by MacBook Air and MacBook Pro 13.

Was there any Mac released in 2019 that made you go out to buy one? I'm still on my 2015 as are many that read the stories about the keyboards, flexgate, and thermal throttling and decided to wait for something reliable.
 

Unregistered 4U

macrumors G4
Jul 22, 2002
10,610
8,629
They would have had better growth if they had cared about the Mac.
This is also a point I’m making. As of 2012, Apple likely considers Mac unit sales “good enough” to make a decent profit from. They don’t even advertise them anywhere near as much as their other products.

In the big picture, the Mac is still critically important to Apple for, like 3 or 4 different use cases, some being beneficial for their other products. My guess is that they’ll eventually cover those few areas of deficiency, will continue not advertising the Mac and just let the market go where it will.
 
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