U.S. Mac Customers Continue to Wait for Updated Models as New iPad Launches

last month, reported on u.s. mac sales data month of january shared piper jaffray analyst gene munster, concluded npd's calculated year-over-year growth of 1% soft perhaps not out of line expectations given firm's historical understatement of apple's growth. measuring u.s. sales, npd's data not account apple's strong growth in international markets, , munster notes last quarter apple's mac sales outpaced npd projections 14 percentage points.

in new report out today, munster shares data february, npd seeing mac sales 4% year-over-year. performance better january's 1% number, still suggests consumers holding on purchases await updated mac models. munster's adjustment of 14 percentage points, apple's total mac sales quarter exhibiting year-over-year growth of 18%, below 20% growth expected wall street analysts entire quarter , not enough make january's slow start.

nevertheless, munster believes data puts apple in position meet overall expectations sales of 4.4-4.6 million macs quarter.

quote

we have analyzed domestic npd retail data first 2 months of march quarter, 4% y/y. data appears soft on y/y basis; however, last quarter actual mac growth outpaced npd 14 percentage points. net-net, believe data suggests mac sales in range of 4.4m-4.6m, or 17%-22% y/y growth (we believe street consensus 4.5m, or +20% y/y, , @ 4.5m).

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whether or not apple's mac sales numbers march quarter meet expectations may depend on whether company can squeeze out product updates, such new mac pro, before end of month. wait intel's ivy bridge platform may, however, keep updated models of apple's products on sidelines until next quarter. development leave slight shortfall on mac side during quarter, although pent-up demand lead blockbuster june quarter company in scenario.

aside macs, piper jaffray continues see strong iphone sales during current quarter, above wall street consensus, while ipod sales remain in-line expectations product family continues decline. on ipad side, munster believes strong sales of new ipad may drive upside apple, projecting first-day sales of @ least 1 million units. munster's projections on launch day sales of new apple products have, however, been less accurate when apple has released such numbers.

article link: u.s. mac customers continue wait updated models new ipad launches

 

i'm hoping decent update macbook pro, , and update mac pro

 

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