Supply chain problems hurt Mac and entire PC industry

Mac shipments dropped a whopping 20% ​​in the June quarter, according to a market-research firm. But it wasn’t just Apple struggling – shipments of all the top PC-makers declined.

COVID lockdowns in China this spring hurt production for all these companies, lowering the number of computers they could ship to consumers.

Mac shipments decreased significantly in Q2 2022

Mac in all its variations built Apple. And it’s still a very important product, providing 9% of the company’s total revenue last quarter. But its contribution could have been higher.

Apple shipped 4.7 million MacBooks, iMacs, Mac minis, etc. in the second quarter, according to Counterpoint Research. That’s down 20% year over year, as noted.

Apple itself doesn’t reveal how many Macs it ships each quarter. But on Thursday it reported a 10% decline in revenue coming from Mac sales in Q2 2022.

Counterpoint’s estimate indicates the analysts think people are buying fewer, more expensive Mac models. This could be because Apple unveiled the 2022 MacBook Air in Q2 but didn’t launch it until Q3. The Air is Apple’s most affordable laptop.

But the decrease also came from production problems this spring as the Chinese government ordered lockdowns in Shanghai, where many Macs are assembled. This greatly reduced Apple’s ability to meet demand.

When CEO Tim Cook was asked Thursday by an analyst about Mac demand in Q2, he said, “You can’t really test the demand unless you have the supply… and we were so far from that last quarter.”

Windows PCs had a rough quarter, too

All of the top five desktop/laptop makers saw shipment declines in Q2 2022. HP was the worst, with its shipments dropping 27%. Lenovo’s went down 13%, Dell’s dropped 5% and Acer’s declined 15%.

“Lockdowns in China during the quarter hit hard the laptop supply chain, as major laptop ODMs, including Quanta, Compal and Wistron, suffered manufacturing disruptions,” noted Counterpoint. “The most harmful impacts were in April and May when we saw approximately 40% and 20% YoY declines respectively for key ODMs. Production lines resumed normal operations in the second half of May and were trying to clear order backlogs.”

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