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Apple's Powerful Macs Gaining Market Share: What's the Path Ahead?
Apple's Powerful Macs Gaining Market Share: What's the Path Ahead?

Globe and Mail

time5 hours ago

  • Business
  • Globe and Mail

Apple's Powerful Macs Gaining Market Share: What's the Path Ahead?

Apple AAPL has been gaining share in the PC market thanks to strong demand for the latest Mac devices powered by the M4 family of chips: M4, M4 Pro and M4 Max. The iPhone-maker launched MacBook Pro that featured these latest chips on Oct. 30, 2024, and MacBook Air on March 5 this year. In the second quarter of fiscal 2025, Mac sales of $7.95 billion increased 6.7% year over year and accounted for 8.3% of total sales. The figure beat the Zacks Consensus Estimate by 1.99%. Per IDC's Worldwide Quarterly Personal Computing Device Tracker, Apple's market share in first-quarter 2025 increased 70 basis points (bps) year over year to 8.7% while Mac shipment jumped 14.1% to 5.5 million, highest growth in the list followed by ASUS' 11.1%, Lenovo's 10.8%, HP 's HPQ 6.1% and Dell Technologies ' DELL 3%. In terms of market share, Lenovo leads with 24.1% trailed by HP's 20.2% and Dell Technologies' 15.1%. Per Gartner, Apple's market share expanded 20 bps year over year to 10.1% while shipments increased 7% year over year to 5.933 million. Lenovo, HP and Dell Technologies had market shares of 25.9%, 21.6% and 16.3%, respectively. Per Gartner data, Lenovo's and ASUS' shipments increased 9.6% and 9.1%, respectively. New M3 Ultra, macOS Tahoe 26 to Boost Apple Mac Growth Apple's focus on upgrading its chip capabilities is a key catalyst. On March 5, AAPL launched M3 Ultra, which offers the most powerful CPU and GPU in a MacBook. The powerful 32-core neural engine fuels AI and machine learning and powers Apple Intelligence. AI professionals can now use the Mac Studio with M3 Ultra to run large language models with more than 600 billion parameters directly on the device. The upcoming macOS Tahoe 26 adds a new design with Liquid Glass, a translucent new material that reflects and refracts its surroundings. The OS offers more personalization for users. Apple is now expected to launch M5 chip-powered MacBooks this fall, which is expected to further drive Mac shipment volume. Per our model, Apple's Mac revenues are expected to see a CAGR of 1.9% between 2024 and 2027. Apple Faces Tough Competition in PC Market The growing interest in generative artificial intelligence-enabled PCs, along with Windows 11 upgrades and a probable PC refreshment cycle, is likely to drive fresh demand for PCs in 2025. This bodes well for Lenovo, HP and Dell Technologies, the major competitors of Apple. HP forecasts that 40-60% of all PCs will be AI PCs in the next three years. The company has launched several AI PCs this year and plans to continue to expand its AI PC portfolio. Dell Technologies' focus on commercial (accounts for 80% of its revenues from PCs) and high-end consumer market makes it a strong contender for a leadership position in the enterprise market, where Apple is gaining some traction. AAPL's Share Price Performance, Valuation and Estimates Apple shares have dropped 19.7% year to date (YTD), underperforming the broader Zacks Computer & Technology sector's return of 6.2%. AAPL's Stock Performance Apple stock is trading at a premium, with a forward 12-month Price/Earnings of 26.7X compared with the industry's 26.16X. AAPL has a Value Score of D. AAPL Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for fiscal 2025 earnings is pegged at $7.11 per share, unchanged over the past 30 days, suggesting 5.33% year-over-year growth. Apple currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL): Free Stock Analysis Report HP Inc. (HPQ): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report

UGREEN M4 Mac Mini Dock Costs Peanuts for Early Prime Day, Adds 8TB and 10 Ports to Your Apple Mini PC
UGREEN M4 Mac Mini Dock Costs Peanuts for Early Prime Day, Adds 8TB and 10 Ports to Your Apple Mini PC

Gizmodo

time8 hours ago

  • Gizmodo

UGREEN M4 Mac Mini Dock Costs Peanuts for Early Prime Day, Adds 8TB and 10 Ports to Your Apple Mini PC

If you pick up a Mac Mini for yourself, then it might feel like you've got everything you need. After all, it's such a dinky little device, and it houses so much power already, so what else is there? That's all good and well, but at some point, you may start to want a bit more. Your options at that point often boil down to just having to buy a new one, and that's a pricey proposition. You don't have to just do that though, you can actually get an upgrade or two for it. See at Amazon A great example of this is the Ugreen Mac Mini M4 Dock, which adds a fair amount of utility and is currently just $66. That's 34% off the usual price of $100. We do recommend grabbing this one as quickly as you can though, as it's a limited-time deal on Amazon, which basically means it's not going to last very long at all. This little device essentially serves as a dock for your Mac Mini M4, but also as an all-in-one upgrade. From a physical standpoint, it has anti-slip features underneath it to make sure that your little Mac stays safe when it's in it, but it's also just riddled with all sorts of ports that will allow your Mac Mini to last longer than it normally would. It has a 4K240Hz port to allow you to output to an extra monitor, which is amazing if you're in need of more digital space, or you're just someone who finds themselves with a distraction on one screen, while they work on the other. It also has multiple USB ports, data ports, SD ports and more. It is a simple way to connect more things to your Mac Mini, while also allowing the device to do more. One of its best features though, is that it supports M.2 NVMe SSDs of up to 8TB. This is an incredible way to add more storage to your Mac Mini if you're looking to do so, all you need to do is pick your preferred SSD for it. All-in-all, this little dock can do a lot of good work, and it's a great option for people who own the Mac Mini M4. It's only going to $66 for a little while longer though, so if you do decide you want it, we recommend you act quickly to avoid missing out on it. See at Amazon

Apple secretly working on a more affordable MacBook with iPhone chip, launch likely by 2026
Apple secretly working on a more affordable MacBook with iPhone chip, launch likely by 2026

India Today

time10 hours ago

  • India Today

Apple secretly working on a more affordable MacBook with iPhone chip, launch likely by 2026

We might soon get a MacBook with an iPhone chip. If reports are to be believed, Apple is currently working on a new addition to its MacBook lineup: a more affordable model powered by the iPhone's A-series silicon instead of its traditional M-series chips. According to Apple analyst Ming-Chi Kuo, the company is planning to begin mass production of its new, budget-friendly MacBook by late 2025 or early his latest post on X, Kuo reveals that the affordable MacBook would use the A18 Pro chip — the same chip powering the iPhone 16 Pro series. It is also expected to feature a 13-inch display and could be offered in multiple casing colours, including silver, blue, pink, and yellow. 'Expected to enter mass production in late 4Q25 or early 1Q26, with an approximately 13-inch display and powered by the A18 Pro processor. Potential casing colours include silver, blue, pink, and yellow,' he writes in his post on X (formerly Twitter).Kuo also estimates that Apple will ship between 5–7 million units of the new MacBook with the A18 Pro chip in 2026. In 2025, MacBook sales are estimated to reach around 20 million units. 'Apple aims to return total MacBook shipments to the COVID-19 peak of around 25 million units in 2026 (vs. an estimated 20 million units in 2025).'More affordable than the MacBook Airadvertisement Currently, Apple's entry-level notebook PC is the MacBook Air, priced at Rs 99,900. However, the rumoured MacBook with an A-series chip is expected to fall below that price point, although Kuo's report does not specify how much cheaper it will be.A18 Pro chip in the iPhone 16 ProMeanwhile, Apple has not yet hinted at the possibility of an affordable MacBook or Mac with the A18 Pro chip. However, it's possible the company is aiming to introduce a new foldable MacBook — similar to A-series chip iPads — to reach a more budget-friendly market segment. This would also mark the first time a MacBook features an A-series chip rather than the Mac-specific M-series, which debuted with the M1 in 2020 and now powers all current said, the A18 Pro chip is no slouch. Apple introduced the A18 Pro last year with the iPhone 16 Pro series. The company called this chip 'the brains behind Apple Intelligence,' highlighting its significantly improved CPU and GPU, a 16-core Neural Engine, and up to 2x faster ray-tracing capabilities compared to the A17 Pro highlights that the A18 Pro's Neural Engine, in particular, is designed to accelerate on-device machine learning tasks, making it well-suited to Apple's increasing focus on AI-driven features. So, with the A18 Pro chip in a Mac, we could see an affordable MacBook that also offers access to Apple Intelligence features.- Ends

Sunrise's Sam Mac's gaffe as he reads the weather live on the breakfast show
Sunrise's Sam Mac's gaffe as he reads the weather live on the breakfast show

Perth Now

time16 hours ago

  • Climate
  • Perth Now

Sunrise's Sam Mac's gaffe as he reads the weather live on the breakfast show

Sunrise's Sam Mac makes accidental gaffe as he reads the weather live on the breakfast show Sunrise's Sam Mac makes accidental gaffe as he reads the weather live on the breakfast show Credit: Instagram Sunrise's Sam Mac always delivers when it comes to the weather. But on Thursday, the beloved TV star made a gaffe during his cross from Caloundra, on the Sunshine Coast. Bubbly and lighthearted Mac accidentally said 'dollars' as he shared for the forecast for the nation's capitals, with him sharing seeing the funny side of moment. Narrating the Sunrise clip, Mac said: 'Alright, I've been in this job for around nine years. 'The job is pretty straight forward. Essentially, you throw to the weather and read it off an iPad. 'Have a listen at what happened today.' Mac played the clip, as he gave the weather update to viewers. 'In Canberra, morning frost, partly cloudy, a top of $11,' Mac said. '11 degrees, wow, I've lost the plot... That's going to go down in history, it's been a long week.' Ever the perfectionist, Mac was his own harshest critic. 'Dollars! Dollars! $11 dollars' Mac said, with his eyes widening. 'Dollars!' he finished. Camera Icon Sunrise weatherman Sam Mac joked about an accidental gaffe while presenting the weather on the show earlier this week. Credit: Instagram Camera Icon Sam shared a clip of partner Rebecca and daughter Mabel from his recent dad leave. Credit: Instagram Viewers are happy to see Sam back on the show, after he took some leave to spend time with his daughters earlier this month, Margot and Mabel. Mac shared adorable clips of himself spending time with the girls. 'Today was my last day of dad leave,' he wrote, as his holidays ended. 'I'll share my thoughts on the experience in the coming days, but in the meantime, enjoy some incredible moments.' Following his holidays, Mac came back with a beard, which he later shaved on the show.

QCB brings Apple Pay to Himyan cardholders
QCB brings Apple Pay to Himyan cardholders

Qatar Tribune

timea day ago

  • Business
  • Qatar Tribune

QCB brings Apple Pay to Himyan cardholders

Tribune News Network Doha In line with the Third Financial Sector Strategy and the Third National Development Strategy 2024-2030, Qatar Central Bank, on Sunday brings Apple Pay to its cardholders in Qatar. Apple Pay is an easy, secure and private way to pay in-store, in-app and online. To pay in-store, customers simply double-click the side button, authenticate and hold their iPhone or Apple Watch near a payment terminal to make a contactless payment. Every Apple Pay purchase is secure because it is authenticated with Face ID, Touch ID, or device passcode, as well as a one-time unique dynamic security code. Apple Pay is accepted in grocery stores, pharmacies, restaurants, coffee shops, retail stores and many more places that accept contactless payments. Qatar Central Bank Deputy Governor Sheikh Ahmed bin Khalid bin Ahmed Al Thani underscored QCB's unwavering commitment to embracing cutting-edge digital transformation within the financial sector. He highlighted the bank's ongoing efforts to deliver innovative banking services and advanced payment solutions that uphold the highest standards of security and customer protection across all segments of society. He said, 'At Qatar Central Bank, one of our foremost priorities is investing in transformative technologies that yield tangible benefits and drive greater efficiency within the national financial ecosystem, which is why we're so excited to bring Apple Pay to our customers in Qatar. By building a world-class financial infrastructure aligned with leading international benchmarks, we aim to bring banking services closer to every member of our community.' Customers can also use Apple Pay on iPhone, iPad, Apple Watch and Mac to make faster and more convenient purchases in apps or on the web without having to create accounts or repeatedly type in contact information, card details, or shipping and billinginformation. Security and privacy are at the core of Apple Pay. When customers use a credit or debit card with Apple Pay, the actual card numbers are not stored on the device, nor on Apple servers. Instead, a unique Device Account Number is assigned, encrypted and securely stored in the Secure Element, an industry-standard, certified chip designed to store the payment information safely on the device. Apple Pay is easy to set up. On iPhone, simply open the Wallet app, tap +, and follow the steps to add Himyan credit or debit cards. Once a customer adds a card to iPhone, Apple Watch, iPad, and Mac, they can start using Apple Pay on that device right away. Customers will continue to receive all of the rewards and benefitsoffered by Himyan cards.

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