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Apple Macs Recorded 6 mn Sales on M1 Chip Push in Q2

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Thanks to the introduction of Apple’s Silicon M1 chip, Macs had their greatest Q2 sales ever and reached six million shipments in the second quarter, and 90 percent of Macs were powered by M1 chips, a report showed on Friday.

In November last year, Apple introduced three new Mac devices, MacBook Air, MacBook Pro, and Mac Mini — powered by the Apple M1 system on a chip (SoC).

“The M1 can meet most of the general demands. However, it is not only a replacement for the Intel CPU but also allows Apple to develop new apps and create fully controlled ecosystems,” said Brady Wang, Associate Director, Counterpoint Research.

“Furthermore, M1-powered Macs can help Apple improve its profit margin by increasing Mac store sales and lowering production expenses,” he said in a statement.

Apple’s 22 percent (YoY) growth in the quarter supported its 7.5 percent market share in the global PC market despite severe component shortages.

As Apple gradually shits its Mac devices to its own Silicon M1 chip, the first generation of Apple Silicon aims to create a new experience, to achieve a balance of performance and power consumption instead of high computing.

Meanwhile, according to Counterpoint Research’s latest data, global PC demand continued to grow in Q2 amid component shortages, with shipments increasing 15 percent (on-year) to 80.1 million during the quarter.

Lenovo stayed ahead in the market in Q2 with a 25 percent share. HP’s 23 percent share marked its stability in the enterprise market, though its growth momentum was partly offset by decelerating Chromebook shipments.

Dell also leveraged the elevated commercial demand to push forward its market share to 17 percent.

The global PC supply chain has been experiencing component shortages for the past several months, resulting in an imbalance between orders and actual shipments.

“This situation will not improve in the second half of the year. Therefore, we may not see normal seasonal trends in the PC market in 2021, as accumulated orders cannot be fulfilled anytime soon,” the report mentioned.

“We expect double-digit shipment growth in 2021 but have reduced the number slightly to factor in component shortages and Chromebook sales slowdown,” said research analyst William Li.


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