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Apple’s Mac market share hit 12.3% in the U.S. in Q224

MacDailyNews

Sep 25

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Apple’s Mac market share hit 12.3% in the U.S. in the second calendar quarter of this year, according to Canalys. PC shipments (excluding tablets) to the United States grew 4% year-on-year to 18.9 million units in Q2 2024. Notebook demand was especially strong, with shipments posting an annual growth rate of more than 5%. Following a healthy first half of 2024, the market is now poised to see growth accelerate. Total PC shipments to the US are expected to rise 6% to just under 70 million units in 2024 before growing another 6% to 74 million units in 2025.

Commercial demand, which is expected to be strongest throughout the recovery ahead of Windows 10 end-of-life, has already shown a positive rebound.

“With IT spending ramping up, large enterprise PC refresh is well underway, with shipments to the segment growing 12% in the latest quarter,” said Canalys Analyst Greg Davis in a statement. “While growth for consumer and SMBs was not as high, both segments still finished the quarter with healthy increases of 3% and 6% respectively.”

The forecast for the US PC market remains strong throughout 2024 and 2025 with expectations of 6% growth in both years.

“Macroeconomic conditions in the US remained stable through the first half of 2024, incentivizing business spending to ramp up in the second quarter,” continued Davis. “Looking forward, the third quarter interest rate cuts by the US Federal Reserve will support improved business spending over the critical upcoming quarters. The consumer segment will likely also see a boost in the latter half of 2024 due to the holiday season with significant discounting and promotions.”

The US is also set to lead in AI-capable PC adoption, which will bring additional momentum to the refresh cycle. “Processor vendor and OEM roadmap development will increase on-device AI availability more broadly across product portfolios from the second half of 2024 onwards,” said Davis.

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MacDailyNews Take: In 2024, Apple’s Mac market share should be – and easily could be – at least double what is is today, in every geography, but that’s clearly not a priority for Apple under current leadership.

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