Financial industry massively is based on windows. If not, what caused the 30% crash in Apple sales? Open to others analysis.
Disclaimer, the numbers I am going to post are my own. I subscribe to AboveAvalon, an analyst who looks at all things Apple, and here are his Mac sales estimates.
- 2013: 16M
- 2014: 19M
- 2015: 21M
- 2016: 18M
- 2017: 19M
- 2018: 18M
- 2019: 19M (my estimate)
- 2020: 20M (my estimate)
- 2021: 25M (my estimate)
- 2022: 27M (my estimate)
- 2023: 21M (my estimate)
- 2024: 22M (my estimate)
We know that the Mac likely benefited both from pent-up demand for Apple Silicon and the shift to working from home. The problem then comes when the majority of users who were in the market for a new Mac had likely already gotten one during this time. Macs also have a way longer upgrade cycle compared to say, a smartphone, and they are probably not going to upgrade for another couple of years.
The problem here is that the M1 chip was simply too good, and it continues to be overkill for the vast majority of Mac users who simply don't utilise pro software. Instead, those Macs are being used primarily for web browsing, word processing, video playback, and other somewhat basic workflows, and more ram and faster speeds just doesn't bring about any meaningful improvement, and Apple knows this. There is no conspiracy to deliberately gimp the entry model to make half the Mac user base run out and pay extra for more ram in custom BTO models.
This is the opposite of the "forced obsolescence" narrative that people love to push out. Talk about Macs coming with "just" 8gb ram soldered to the processor is meaningless when you realise most laptop users don't upgrade their ram ever, even if they had the ability to.
Second, Neil Cybart (author of AboveAvalon) also posits that the 30% (he believes it's closer to 22%) drop in Mac sales is in part due to product launch timing, along with supply and channel inventory shifts. Taking all these into consideration, we are actually looking at closer to 10% dip in the sales of Macs.
A drop is a drop, but nowhere near as bad as the press would have you believe.
He also estimates that about 75-80% of active Macs in use today are Intel Macs, which may explain why Apple keeps comparing their latest Apple Silicon to older M1 or Intel chips, because that's who they are marketing their newer Macs to. And I believe people eventually will upgrade with time; they just aren't trashing their perfectly good Intel Macs overnight. I am personally still holding on to my 2017 5k iMac while I continue to contemplate my next move. It's not that M2 Macs are any bad, but that since my iMac is still going strong, I see no good reason to toss out a perfectly good desktop (and monitor) yet.
I think we can assume that sales to new Mac users are spread out and then combined with relatively flat year-over-year upgrading numbers, the end result is a somewhat consistent Mac unit sales level of 20M to 25M users, of which about half would be new to Mac (eg: switching over from Windows). For that unit sales range to jump ~30% to 30M, Apple would need either a 30% increase in upgrading and new users or a higher percentage in one category (to offset less growth in the other category), which doesn't seem realistic.
So we may be seeing a new normal where even as the Mac becomes more powerful and capable due to Apple Silicon, sales remain flat because people just don't run out and upgrade their Macs on a whim the same way they do with smartphones. We may even see users opting to switch to an iPad or even the Vision Pro in place of a Mac, a phenomenon which Apple likely isn't losing sleep over (they are still buying Apple products and invested in the ecosystem either way).
In summary, that's my takeaway as well. Apple will continue to update the Mac as and when they can, people will upgrade as and when they feel that it's time, expect around 20+ million units of new Macs sold every year, and whether they come with 8gb or 16gb ram is immaterial to this.