One of the most remarkable numbers revealed yesterday by Apple was that revenue in Greater China – the term used to describe mainland China plus Hong Kong, Macau and Taiwan – more than doubled in the past year. Year-on-year revenue in the region more than doubled, compared to Apple’s already impressive worldwide growth of 33% …
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While there’s plenty of looking back going on today, Fortune has gathered together analyst forecasts of the Mac numbers we can expect Apple to reveal at its earnings call on Monday. This follows earlier forecasts for iPhone and iPad.
The average prediction is for 13 percent year-on-year growth, predicting that Apple sold 4.6 million Macs in the final quarter of 2013 (Apple’s fiscal Q1). This is slap bang in the middle of the growth predictions for iPads (10 percent) and iPhones (16 percent) …
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US Mac sales fell year-on-year as part of the global decline in the PC market as consumers switch to tablets, phablets and smartphones – but the two major market analysts produced wildly differing estimates of the size of that fall.
IDC has a dramatic drop of 11.2 percent, from 2.14M in the third quarter of 2012 to 1.9M in the same quarter this year, while Gartner shows a much more modest decline of 2.3 percent from 2.2M (close to IDC’s number) to 2.1M. The only point on which both agree is this is the first Q3 decline in Mac sales since 2002, a quarter usually assisted by the back-to-school market …
If the iPhone 5C is launched in China at $400, and Apple’s partnership with China Mobile for a TDD-LTE version of the handset proceeds as expected, Apple’s market share in China could jump by a massive 19.3 percent – enough to make Apple the number one seller.
The prediction, reported in Fortune, was made by Morgan Stanley’s Katy Huberty on the back of an AlphaWise survey of 2,000 mobile phone owners in China. Full details below …
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