Flat Domestic Mac Sales in the Month of April Seen as a Positive Sign for Apple
According to the latest data from NPD Group
, domestic sales of Mac computers were about even year over year in the month of April. This is seen as a potentially positive sign for Apple based on Gene Munster’s interpretation. Munster’s forecast called for total worldwide Mac sales for the June quarter to be down about 5% year over year.
Due to the fact that the NPD Group
tracks domestic sales and the fact that a greater percentage of Macs are being sold overseas, Munster did note that it is becoming increasingly difficult to draw conclusions from the NPD’s monthly tracking data. The NPD data has been off by more than 10% from Apple’s official worldwide numbers in three of the last five months so the accuracy of their current report remains uncertain.
Munster did point out that Macs are becoming a “less meaningful piece of the Apple story,” as the company’s profits are now largely driven by the iPhone and iPad. He also expects that the iPad will continue to cannibalize Mac sales. For the remainder of 2013, Munster sees Apple’s main catalyst becoming a low-cost iPhone, which he sees being launched before the end of the year. He also continues to hold out hopes that Apple will introduce a full-fledged television set. As for its Mac lineup, Apple is expected to introduce notebook’s that feature Intel’s Haswell processors at the company’s Worldwide Developer Conference in a matter of weeks.
If Munster’s neutral to slight positive interpretation of Mac sales turns out to be true, this could bode very well for Apple’s quarterly sales. We’ll have to wait and see though when Apple releases their numbers.
Source: NPD Group