Macs are killing PCs right now, and it’s not even close

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Macs are killing PCs right now, at least in terms of units shipped. Apple’s Mac sales rose 8% in the first quarter of 2022, while PC competitors saw double-digit declines in sales.

This data is provided courtesy of Counterpoint Research, an industry analyst.

Very good Mac neighborhood. Second highest total Mac sales ever (down from last consecutive quarter) and an impressive 15% year-over-year sales increase.

—Jason Snell (@jsnell) April 28, 2022

While Apple saw sales increase between the first quarter of 2021 and the same period in 2022, Lenovo and HP – the biggest PC makers – fell significantly. Lenovo saw a significant drop of 10% in shipments and HP saw a crushing 16% reduction.

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There are a number of factors that can contribute to this, but Counterpoint Research points out that the main culprits are rising inflation, the ongoing conflict in Ukraine and the continued COVID-19 lockdowns in China. Combine all of this with the component shortages we’ve seen over the past few years, and it’s no surprise that PC makers are seeing their sales dwindle.

William Li of Counterpoint Research explains the drop in sales in the report: “Our audits suggest that the PC supply chain has become relatively conservative on the shipping outlook amid [the first quarter of] 2022, largely driven by global inflation and regional conflicts, which have brought uncertainties to PC demand and clouded the overall dynamics of PC shipments ahead.

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Apple is clearly the exception here. Dell managed to achieve 1% growth in units shipped, which is impressive compared to its closest competitors. But that doesn’t hold up to Apple’s 8% growth over the same period.

Apple is in demand right now due to its impressive lineup of Mac M1s. The successful release of the MacBook Pro last year and the Mac Studio just a few months ago certainly helped boost the company’s numbers.

Overall, year-over-year computer sales fell 4.3% in the first quarter of 2022, largely due to inflation and chip shortages. Apple is thriving, despite all these obstacles. As a company with cash, vendors will often prioritize Apple over other manufacturers, which might explain why Macs have performed so well.

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This isn’t the only area where Apple beats the competition. While smartphone sales declined overall, Apple significantly outpaced the market and even beat Samsung in Q4 2021 in number of units shipped.

It seems like Apple is dominating everything it touches right now. However, another lockdown in China and growing worker unrest could disrupt the company’s continued growth.

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