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Q2 2007 Earnings: Mac portable sales up 79 percent year over year
Portable sales rise 79 percent
The key metric of the quarter from a Mac perspective was the 79 percent rise in year-over-year growth in portable Macs. The 891,000 portables sold in Q2 2007 compared to 498,000 sold in Q2 2006. It's clear that the MacBook and MacBook Pro are the models of choice for Mac buyers as portable continue to outsell desktops for the fourth straight quarter dating back to Q3 2006.
“The Mac is clearly gaining market share, with sales growing 36 percent – more than three times the industry growth rate,” said Steve Jobs, Apple’s CEO. You can view Apple's 2006 Mac sales here. Here's a look at Apple's Macintosh sales thus far Fiscal Year 2007:
Mac shipments fell by 5.5 percent versus Q1 2007, a quarter which registered 1,606,000 units. We can only speculate why sales dropped over last quarter but should note that many professional buyers delayed purchases until the release of Adobe CS3. The release was announced on March 27, 2007 and we will get more insight into the demand once Apple's Q3 2007 earnings are released, sometime during July 2007. Many buyers and switchers have delayed purchasing a Mac as they await new models and the release of Leopard, Apple's next version of the Mac OS X operating system. Apple recently announced that Leopard will be delayed until October 2007.
Ten straight quarters of 1 million Macs and counting
Q2 2007 marked the tenth straight quarter in which Apple shipped at least 1 million Macs, a trend that started in Q1 2005. The following is a view of Macintosh sales over that period (click on the image for a larger view). You can clearly see that 2007 has experienced a dip in Mac sales but sales will increase once new Mac models and Leopard are released.
I expect that the remainder of 2007 to be strong for Mac shipments and continue to expect total Mac shipments between 6,600,000 and 6,800,000 for the fiscal year, a prediction first made on October 19, 2006 .