Piper Jaffray analyst Gene Munster had a peek at early figures from NPD Group and, in a recent report, said that Apple’s sales of Mac computers were flat during July. Worse, Apple’s Mac sales are expected to drop off by 5 percent during the Sept. quarter, Munster said. Sales of PCs are dropping off, particularly as tablets and smartphones replace our need for computers in every part of our lives, though it’s particularly noteworthy when there’s a drop-off in the back-to-school season.
Typically, with back-to-school promotions and the flood of students requiring new computers for school, back-to-school season should be somewhat of a boom time for sales. Thankfully, Munster said the dropoff isn’t so bad due to “a slight tailwind from updated MacBook Airs in June,” but that overall Apple will likely see a 5 percent drop year-over-year in Sept. He also suggests Apple’s iPod sales will fall 41-percent year-on-year.
It’s not really a dire situation for Apple, however, since Mac sales apparently make up just 15 percent of the company’s revenues. iPhones and iPads are the real money makers, and it’s becoming more and more apparent that iPads are cannibalizing Mac sales – something that Tim Cook and Apple’s executive team have said they aren’t afraid of. After all, iPhone and iPad sales bring customers into the company’s iTunes App Store ecosystem, which ultimately leads to additional revenue from services and applications.