The market research company International Data Corporation (IDC) publishes quarterly estimated sales figures in the telecommunications and IT sector. These confirm now also a further time the still current trend of strongly declining PC sales. In the first quarter of 2023, all the companies observed together shipped only around 57 million devices. This represents a further decline of 29 percent compared with the first quarter of the previous year 2022.
What is particularly interesting this time, however, is that Apple also seems to be affected by a significant drop in demand for the first time. Admittedly, the Apple data from IDC are only modeled estimates, since Apple has not published its Mac sales figures in its own financial reports for quite some time. But other rumors in recent weeks have also indicated that Apple's sales are well below its own projections. For example, Apple is said to be taking far fewer M2 chips from TSMC than originally planned.
In this context, IDC estimates that Apple sold only 4.1 million Macs in the first quarter of 2023 - compared to 6.9 million in the first quarter of 2022, a very significant drop of about 40 percent.
After suffering significantly less than the rest of the PC industry in recent quarters, war and inflation worries now seem to be catching up with the company with the fruit logo. However, while the PC industry reacts with the price reductions pronounced by us, open price reductions have always been frowned upon at Apple so far. We are therefore very curious to see how the slowdown in demand will affect Macintosh market share.
Since the introduction of the M1 and M2 Macs, Apple has always had slight gains to report. Currently, we estimate the MacOS market share of the entire PC market at about 15 percent.