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US Mac growth suggests Microsoft may have done Apple a huge favor

US Mac growth suggests Microsoft may have done Apple a huge favor

  • 18.03.2025 14:00
  • 9to5mac.com
  • Keywords: AI

US Mac shipments grew 25.9% year-on-year in Q4, outperforming PC makers. Microsoft’s end of Windows 10 support is likely driving this shift, as businesses replace outdated PCs and consider switching to Apple.

Microsoft ReportsApple Reports

Estimated market influence

Context

Analysis of US Mac Growth and Market Implications

Key Facts and Data Points

  • US Mac shipments growth: 25.9% year-on-year in Q4, outperforming all PC makers.
  • Apple's market share increase: From 14.4% to 17.1% (non-tablet computer market).
  • Acer growth: 20%, while Lenovo grew 11.8%.
  • HP and Dell decline: HP (-3.6%), Dell (-2.4%) with combined market share below 50%.
  • Microsoft Windows 10 end of support: After October 2025, no updates or security fixes will be provided.
  • Windows 11 compatibility: Millions of older PCs unable to upgrade, forcing replacements.

Market Trends and Business Impact

  • Windows refresh cycle: Microsoft's decision to end support for Windows 10 is driving PC replacements, benefiting Apple as businesses consider switching to Macs.
  • Competitive dynamics:
    • HP and Dell are losing ground due to declining shipments.
    • Acer and Lenovo show lower growth compared to Apple.
    • Apple is gaining market share in the commercial segment, historically dominated by Windows PCs.

Strategic Considerations

  • Apple's opportunity: The forced PC refresh cycle creates a window for Apple to attract businesses and consumers to Macs.
  • Windows 11 challenges: Older systems unable to upgrade may push users toward newer devices or alternative OS like macOS.
  • Canalys insights: Apple's improved manageability, pricing, and channel programs position it well for market share gains in 2025.

Long-Term Effects

  • Sustained Mac growth: The trend suggests long-term gains for Apple as businesses replace older PCs.
  • Potential regulatory impacts: While not directly mentioned, security concerns around Windows 10 end-of-life could influence corporate IT strategies.

Conclusion

Microsoft's decision to end support for Windows 10 has inadvertently boosted Apple's position in the PC market. The forced refresh cycle and improved Mac offerings create a strategic opportunity for Apple to capture market share, particularly in the commercial sector.