Last month’s release of new MacBook Airs and OS X Lion seems to have given Apple a significant boost in sales for the first month of the September quarter. The latest statistics from NPD reveal that year-over-year, Mac sales were up by 26% - to put that into context it means that Mac growth outpaces the growth of the PC market six-fold.
Piper Jaffray analyst Gene Munster believes that if that kind of growth continues Apple will easily make the estimates of 4.5 million total Mac sales for the quarter. He noted to his clients that the Lion, MacBook Air and Mac Mini launches in mid-July helped inflate Mac sales for the month. However, he did caution them that “these tailwinds will fade throughout the September quarter and year-over-year compares get slightly tougher in the last two months of the quarter”.
The rapid Mac sales growth has seen the platform outpace the growth of the PC market for 21 consecutive quarters and most believe that trend will continue for some time yet. Ben Reitzes of Barclays notes that they expect Apple to continue to gain share in Macs in the long term, despite the iPad’s presence. He adds that their “estimate for Mac growth of 18 percent year-over-year for Apple’s C3Q, may turn out to be conservative even though the global economy appears to be slowing quite a bit.”