For the first time in a long while, market share data indicates Apple is losing share in PCs. Their market share measured in dollars dropped from 16.4% to 13.7% according to NPD.
Apple Inc.'s (AAPL) unit sales of computers through U.S. retail channels fell 6% in January from the same month in 2008, the first monthly decline in three years, according the market research firm NPD Group.
The data suggest that Apple's premium pricing, which helped boost revenues when demand was strong, may be hurting the company now that consumers are being more careful about their spending amid an economic downturn. -- WSJ
The article goes on to discuss how Apple computers cost twice as much as Windows-based computers.
Though the article didn’t get into it, iPod sales appear to be tracking to 9.0 – 10.0 mil for the quarter, according to Piper, who says street consensus is 9.5 mil. Most of the notes about this data were released yesterday.
Apple makes expensive, great products. PCs are admittedly not as elegant as Macs but they do access the internet and play media and that’s what a home computer is used for 95% of the time. The cost difference between the Mac and PC is dramatic enough that even Apple’s cache is at risk in a frugal and fearful economy.