From Toms Hardware: According to Apple's FY23 earnings call, sales of Apple's desktop and laptop computers were down 34% year-over-year in Q4 FY2023. Q4 of FY2022 was the most successful quarter for Macs ever, but this represents the fourth consecutive quarter of YoY declines for Macs. Apple remains optimistic about the future of its PCs as its M3-based lineup looks more competitive (and generally more expensive) than the previous-generation M2-powered family.
Sales of Macs totaled $7.614 billion in the fourth quarter of fiscal 2023 and $29.357 billion for the whole, year, down nearly 34% and 27% year-over-year, respectively. While the declines look dramatic, fiscal 2022 was a record year for Macs in general as the company sold huge amounts of its high-performance M1 Pro and M1 Max-based MacBook Pro notebooks and Mac Studio desktops. Meanwhile, the company faced major shipments constraints in Q3 FY2022, which is why Q4 FY2022 was the record quarter for Macs ever.
"In Mac, revenue came in at $7.6 billion, down 34% year-over-year from the prior year's record quarter," said Tim Cook, chief executive of Apple, at the earnings call with financial analysts and investors (via SeekingAlpha). "This was due to challenging market conditions, as well as difficult compares against the supply disruptions and subsequent demand recapture we experienced a year ago."
While comparison with Q4 FY2022 may be a bit off, there is another reason why sales of Macs decline: owners of Apple's PCs who wanted to get an Apple Silicon-based machine have already got one. Given that their M1-based desktops and notebooks are three years old at most, Q3 of calendar 2023 was not their time for an upgrade given mediocre performance difference between M1 and M2-series processors. Apple admits that only half of the Macs last quarter were bought by Mac owners, the rest of sales came from people who were new Apple customers.
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