Government Mac Purchases Exploding
Charlie Wolf, an analyst with Needham & Company, stated Monday that a breakdown of IDC numbers on Mac sales for the month of June 2010 indicates a massive spike in government spending. In other words, the government is buying up Macs with a voracious appetite unlike anything Apple has ever experienced. In terms of numbers, government sales exploded better than 200% year over year for the June quarter.
"Whether the June blip was a one-quarter phenomenon or something more enduring should be revealed in future quarters," Wolf stated, noting along that way that Mac sales overall grew 31.5% year-over-year. That's way ahead of the 20% growth within the entire PC market for 2009. Similarly, Mac sales in the big business sector also flourished, rising 50% during the three-month period. The PC market only grew 12.1% among big business use during the same quarter.
The numbers as reported by Wolf:
* At 35%, Mac shipment growth in June easily exceeded the market's growth rate of 20.9%.
* Mac shipments grew 31.4% in the home market, topping the market's growth rate of 25.2%.
* At 49.8%, the Mac's growth in business was three times higher than the market's 15.7%.
* Mac shipments in government grew 200%, sixteen times faster than the market's 12.1%.
Perhaps most interestingly, however, is the "intriguing phenomenon" of the European growth of the Mac's popularity. "The key driver of Mac sales in the European market," Wolf writes, "appears to be the iPhone. "The iPhone holds a higher share in the European smartphone market than it does in the U.S. because it is distributed through multiple carriers in most countries in this region. In addition, the halo effect emanating from the iPhone is undoubtedly stronger than the iPod halo effect."