Apple shipped an estimated 5.9 cardinal Macs betwixt July and September, compared with 6.7 cardinal a twelvemonth earlier. That enactment Apple's marketplace stock astatine 9.5%, up from 8.5% successful the 3rd 4th of 2025. Apple retained 4th spot successful IDC's vendor rankings.
Across each brands, shipments dropped to 62.7 cardinal units from 78.5 cardinal a twelvemonth earlier, a diminution of 20.1%. The downturn followed a 3.8% yearly alteration successful the 2nd quarter. Third-quarter shipments were besides 9.1% beneath the second-quarter total, contempt this usually being a busier play for the industry.
Lenovo led the marketplace with 14.9 cardinal shipments, followed by HP with 10.3 cardinal and Dell with 7.6 million. Their respective declines were 22.6%, 30.9%, and 25%. ASUS, successful 5th spot with 5.5 cardinal shipments, recorded an 8.6% decrease, making it the lone top-five vendor with a smaller percent diminution than Apple.
IDC says the timing of earlier orders contributed to the anemic quarter. Manufacturers and organisation partners secured banal sooner than accustomed to bounds their vulnerability to rising representation costs, reducing the measurement near for aboriginal successful the year. With sellers inactive holding that inventory, determination was seemingly little request to bid further devices during the 3rd quarter.
The probe steadfast besides cited constituent shortages and higher prices, linking the unit connected proviso and costs to the enlargement of AI information centers. Apple raised prices successful June, with erstwhile CEO Tim Cook citing sharply rising representation expenses during the company's July net call.
IDC added that sellers could connection discounts to trim unsold stock, but it does not expect prices to instrumentality to wherever they were a twelvemonth ago. The steadfast besides warned that a weakening system could further depress request done the extremity of 2026 and into 2027.
Tag: IDC
This article, "Mac Shipments Fall, But Apple Still Gains Ground successful Shrinking Market" archetypal appeared connected MacRumors.com
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