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According to Apples preliminary estimates, Mac OS licensees sold 120,000 computers (+/- 10,000) from October through December of 1996,bringing total quarterly Mac OS-based computer sales up to 1.043 million units. This represents a 9 percent increase in Mac OS-based computers sold over the previous quarter. By looking at sales estimates from other manufacturers of Mac OS-based computers, you can easily see the positive impact that these compatible sales will have on installed base in the coming years:
All of this is good news for Apple developers, because it shows that the overall market for Mac OS products IS GROWING! And though the popular press paints a bleak picture of Apple's future, the platforms volumes are growing and the market share is holding steady.
International Data Corporation (IDC) currently estimates that Apples market share in 1996 was 6.6 percent, down only 0.2 percent over the previous year. To help put this in perspective, Guy Kawasaki reports, "Sony's market share for color TVs in 1995 was 7 percent according to Appliance Manufacturer (April 1996, p. 32); and Honda's is about 7 percent in the car business."
Mac OS Market share
ConclusionPeople don't leave products that they are comfortable with, and have good support, great quality, and the highest computer satisfaction in the industry - unless there are very compelling reasons to do so. In the case of Macs, the users would have to "step down" (in features, functions, reliability) to other computers - not exactly compelling. So Apple seems at worst to have a guaranteed market of $10-$15 Billion dollars per year - with 10% growth per year - even if they don't convert a single PC user. This guaranteed market means business stability. But security in the Macs current markets does not include the fast growing markets like Asia, Europe or South America - where Macs are getting even better market penetration and are growing even faster. Macs are better at universal language support, and better at desktop publishing, have speech and pen input capabilities - which are all critical to Asian markets. Apple could survive on the Asian growth potential alone. But they don't have to - they have the world. Then there are new products and industries. Apple is going after set-top box (internet-T.V's) with Bandai and the Pippin. They have the most compelling hand-held computers on the market. Apple is encouraging cloning (which means licensing and OS revenues and many more Macs - which means more Software developers coming to Macs). Apple has compelling OS and Hardware improvements scheduled for the near future, and lastly the changes in the industry (towards internet, multi-media, etc.) is heading more into Apple's strengths - and likely to see better returns for Apple. I wish I owned a company with as good of sales figures and as much growth potential as Apple.References:
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