The Mac Observer

Skip navigational links

You're viewing an article in TMO's historic archive vault. Here, we've preserved the comments and how the site looked along with the article. Use this link to view the article on our current site:
Analyzing the MacBook's Importance to Apple

Analyzing the MacBook's Importance to Apple

by , 2:55 PM EDT, October 13th, 2008

Macintosh sales have become a much larger share of Apple's revenues since 2006 when the iPod dominated. Moreover, the notebook sales have surged from just above half to almost two-thirds of all Mac sales. That's making the MacBook Apple's most important product, according to Philip Elmer-DeWitt in at Fortune on Monday.

As late as 2006, Apple earned more revenue from its iPods than the entire Mac line, but that's changed in 2008, the author noted. Telling and informative pie charts were included to emphasize the point. "Apple's notebook computers have been its main source of revenue for some time now, and if Apple plays its cards right, they are likely to remain so for the foreseeable future," Mr. Elmer-DeWitt noted.


Source: Fortune blogs

Even more notable is a recent analysis by Sanford Bernstein's Toni Sacconaghi that while Apple only has 8.4 percent of the U.S. market, it commands about a third of the high end notebook market.

Possible price cuts on Tuesday to the MacBook line could further enhance that number, and, according to Mr. Sacconaghi, the $799 price for a MacBook would do a much better job than $899 in expanding the Addressable market.

The notebook market, TMO notes, is a long war and is based on warfare principles. Looking at the overall growth of Apple's U.S. and worldwide market share may lull some into complacence, but if Apple were to, for example, seize and control dominant market share in one piece of the notebook market, other pieces could start to crumble in a domino effect. The result would be a non-linear growth in Apple market share that could take the competition by surprise.

Recent TMO Headlines - Updated January 28th

Tue, 8:30 AM
Amazon’s Ring Surveillance App is Loaded With Trackers
Tue, 7:50 AM
Huawei: UK Government Opens up its 5G Network to Chinese Firm
Mon, 6:54 PM
Quick Tips, Sonos, Media, and Megabytes – Mac Geek Gab 799
Mon, 6:00 PM
Eclectic Light Company Founder Dr. Howard Oakley - TMO Background Mode Interview
Mon, 3:49 PM
FCC Unlocks 3.5GHz Spectrum ‘OnGo’ Band that iPhones 11 Can Use
Mon, 3:46 PM
Boost Productivity with this App's Task Timelines, Project Visualization, Daily Planning, and Cross-Links: $25
Mon, 3:01 PM
Apple History: Steve Jobs Revealed the iPad 10 Years Ago
Mon, 2:48 PM
Imagination CEO Reflects on Renewed Relationship With Apple
Mon, 2:18 PM
Sneak Peak of Upcoming Apple TV+ Beastie Boys Documentary
Mon, 2:11 PM
Changing Apple Hiring, More Phone Hack Info – TMO Daily Observations 2020-01-27
Mon, 2:03 PM
CarPlay Comes to Fiat Chrysler Vehicles With UConnect 5
Mon, 1:39 PM
New 'Shot on iPhone' Clip - 'Powder'
  • __________
  • Buy Stuff, Support TMO!
  • Podcast: Mac Geek Gab
  • Podcast: Apple Weekly Report
  • TMO on Twitter!