In a repeat of past discrepancies between market research leaders IDC and Gartner, the two firms last week released very different estimates of Apple’s performance in the US for the fourth quarter, making it hard to know which, if either, to believe.
Gartner forecast US Mac sales at 2.2 million for the quarter, an increase of 28.5 percent over the disastrous fourth quarter of 2012, when Apple inexplicably announced new iMac desktop computers but had virtually none to sell. Apple later blamed the quarter’s dismal Mac sales – down 22 percent from 2011 – on the iMac fiasco.
CEO Tim Cook regretted the decision to unveil the new iMacs. “I would have announced the iMac after the turn of the year, because we felt our customers had to wait too long for that specific product,” Cook said during an April 2013 earnings call.
But rival IDC pegged fourth-quarter 2013 U.S. Mac sales at just 1.6 million, down nearly 6 percent from the weak fourth quarter of 2012. That pushed Apple down a spot to No. 4 on the list of the biggest US computer sellers, and let Lenovo squeak into No. 3 for the first time.
Which is right?
Rajani Singh, an analyst with IDC, defended her Mac numbers and argued that when the two firms have come up with wildly different estimates, IDC’s ended up closer to the actual mark than Gartner’s.
“Gartner overestimated Apple’s number last quarter,” Singh said in a interview. “I’m not worried; I think our estimates are closer to reality.”
In fact, the two viewed the third quarter dramatically different, too. Then, Gartner projected US Mac sales at almost 2.2 million, down 2.3 percent from the year before; IDC’s estimate was a more conservative 1.9 million, or off 11.2 percent from the same period in 2012.
Apple does not publish Mac sales figures by region, but only a global total, making it tough to call a winner. But Apple’s worldwide Mac sales for the third quarter were down 7.1 percent.
Singh said IDC’s Mac shipment projection was in part based on what she saw as a lack of significant change to the Mac line during the quarter. “Apple didn’t come up with any special [Mac] products, or any creative products,” she said.
In late October, Apple refreshed the MacBook Pro notebook line by incorporating Intel’s latest Core processor, code-named “Haswell,” to sync the higher-priced laptops with the MacBook Air, which received the power-sipping chips in the winter. A month before, Apple had tweaked its iMacs by turning to Haswell quad-core processors.
The radically-changed Mac Pro was launched very late in the fourth quarter, and sales were constrained by supply shortages.
IDC and Gartner also had different visions of the US personal computer industry as a whole. IDC appraised shipments at 17.1 million, a small 1.6 percent decline compared to 2012, while Gartner said shipments reached 15.8 million, representing a substantial 7.5 percent contraction. The large gap between the two researchers was most evident in the “Other” category, where Gartner placed just 3.2 million machines compared to IDC’s 4.5 million.
Apple will reveal fourth-quarter Mac sales at an earnings call scheduled on 27 Jan.
By Gregg Keizer. Computerworld