JP Morgan reports underwhelming PC and Mac shipments in the third quarter of 2024, but demand for so-called AI PCs like Apple’s upcoming M4 Macs could drive a recovery in 2025.
MacBook Pros are going to be upgraded with M4
MacBook Pros are going to be upgraded with M4
Apple’s Mac lineup hasn’t changed much in 2024 beyond the M3 MacBook Air update in March. That’s led to a slowdown in demand, but not a steep one for Macs quarter over quarter.
According to data shared in a JP Morgan report seen by AppleInsider, the overall PC market saw declines in shipments that fell below seasonal trends. Shipments in quarter three of 2024 declined year over year by 2%, and shipments expanded by 6% quarter over quarter — the quarterly gain is normally around 11%.