Analyst details how Apple outgrew the PC market seven fold

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Dec
04

By: switchtoamac at: 7:28 PM on December 4, 2009 | Comments (0)

Philip Elmer-DeWitt, in a blog post on Fortune, highlights interesting Apple Mac growth analysis put forth by Charles Wolf, a Needham & Co.'s senior analyst.  The analysis explains how Apple's recent Mac growth was seven times the growth rate of the overall PC market.

The report includes data and graphs from Interactive Data Corporaqtion (IDC), a market intelligence firm.  Here are some interesting quotes from the blog post:

"Needham's Charlie Wolf was as surprised as anyone when Apple (AAPL) reported that it had sold a record 3.05 million Macintosh computers in its fiscal fourth quarter -- a 16.4% increase compared with just 2.3% growth in the PC market."

"The twin drivers of the Mac's rebound," he writes in his executive summary, "were the home market's continued share gains in the PC market and the Mac's share gains in the home market itself. Shipments in the worldwide home market increased 18.1% compared to an 11.5% decline in all other PC segments, while Mac shipments in the home market increased 28.8%. In the Western European home market, shipments rose an impressive 58.9%.

"In the remainder of his long report, Wolf makes the case that there's an iPhone "halo effect" that's even stronger than the original iPod halo, especially in Europe. And he applauds Apple's management for ignoring the advice of the many pundits who warned that it would lose share if it didn't abandon its premium pricing structure."

"Apple stuck to its guns, and it paid off. Its dollar share of the home market is growing even faster than its unit share. Today, Apple gets one out every ten dollars spent on home computers worldwide. (See below.) In the U.S., its dollar share is more than one in five."

You can read the blog post along with the charts and data here.

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