FORTUNE -- An Apple (AAPL) summer tradition -- strong back-to-school sales of the Mac -- finally got broken by the same disruption that has been draining growth out of the entire PC industry: The booming tablet market that Apple created when it launched the iPad in 2010.
Gartner and IDC released their third quarter PC shipment reports Wednesday, and while almost none of their numbers agree, they both report Mac sales down year over year for the first time in a back-to-school quarter since the fall of 2002.
Below: Gartner's and IDC's U.S. reports. See the links below for their worldwide numbers. Thanks to MacRumors for the line chart.
But the iPhone lost ground this summer in China, Germany, Mexico and Spain.
FORTUNE -- Apple's (AAPL) share of the U.S. smartphone market, grew to 43.4% from 35.6% between May and July according to a Kantar World Panel survey released Monday, a gain of 7.8 percentage points that came almost entirely out of the hide of Google's (GOOG) Android (down 7.6 points).
That may come as a surprise, given that Apple hasn't released MOREPhilip Elmer-DeWitt - Sep 4, 2013 7:53 AM ET
In the context of the industry's longest slowdown, the numbers could have been worse.
FORTUNE -- According to Gartner, worldwide PC shipments fell 10.9% last quarter, the industry's fifth consecutive quarter of decline. According to IDC, shipments are down 11.4% year over year, capping the industry's longest slowdown ever.
The main thing that's hurting PC sales, both research firms agree, is that customers who used to buy PCs are buying tablet computers instead.
In MOREPhilip Elmer-DeWitt - Jul 12, 2013 6:48 AM ET
Android is tops in mobile phones, Windows in PCs. Apple has a pony in both races.
FORTUNE -- Worldwide shipments of PCs, tablets and mobile phones will grow 5.9% to 2.35 billion units in 2013, according to a report issued Monday by Gartner Inc.
But that growth is not uniform. Breaking down the 5.9% number, Gartner estimates that traditional PC shipments will fall 10.6%, mobile phone shipments will grow 4.3% and tablets MOREPhilip Elmer-DeWitt - Jun 24, 2013 7:39 AM ET
In a note to buy-side analysts, it suggests Apple will easily beat the Street's consensus.
FORTUNE -- Not being a Gartner client or an analyst on the investment side, I've never been privy to the reports it sends its paying customers. But the spreadsheet above arrived in my inbox uninvited, and I figured I might as well share it with you.
It comes from Andrew Neff, an analyst with the research firm's MOREPhilip Elmer-DeWitt - May 15, 2013 11:43 AM ET
Business Insider, for reasons of its own, would have you think so.
FORTUNE -- Business Insider's Jay Yarow took some heat on Twitter Tuesday for the chart (at right) that he ran under the headline The iPhone's Market Share Is Dead In The Water.
His numbers, taken from the latest Gartner press release, were accurate enough, as far as they went.
There's no question that Android's share of the world smartphone market is MOREPhilip Elmer-DeWitt - May 14, 2013 7:32 PM ET
In a dismal quarter for PC sales, is Apple's Mac a rare bright spot, or isn't it?
FORTUNE -- The two leading high tech market research firms have done it again.
They issued their preliminary PC sales estimates for the first calendar quarter of 2013 Wednesday, and while they agree that it represented either the worst quarterly decline on record (IDC) or the worst in a generation (Gartner) -- thanks in large part to the MOREPhilip Elmer-DeWitt - Apr 11, 2013 6:39 AM ET
Apple's iOS and Google's Android now control 90% of the global smartphone market
FORTUNE: Hard on the heels of Gartner's Worldwide Mobile Phone Sales report Wednesday, IDC and comScore both released colorful bar graphs Thursday representing their view of the current state of the smartphone wars -- the world war (top) from IDC, and U.S. war (bottom) from comScore.
A few observations:
The extent to which the smartphone wars have become a two-man MOREPhilip Elmer-DeWitt - Feb 14, 2013 2:50 PM ET
Also: Why Apple's alleged iWatch doesn't scare Pebble; AOL buys gdgt blog.
Apple updates processors and prices of MacBook Pro with Retina Display [APPLE]
The 13-inch MacBook Pro with Retina display now starts at $1,499 for 128GB of flash, and $1,699 for a new 2.6 GHz processor and 256GB of flash. The 15-inch MacBook Pro with Retina display now features a faster 2.4 GHz quad-core processor, and the top-of-the-line 15-inch notebook comes with MOREJP Mangalindan, Writer - Feb 13, 2013 2:23 PM ET
That's a dumb bet, says Katy Huberty, given 14% growth in the markets Apple serves
FORTUNE -- The chart at right, posted before Apple's (AAPL) shares lost another $12 (2.5%) Tuesday, comes out of Morgan Stanley's "What's in the Price?" stock analyzer. It suggests that at Monday's $480 a share, the market was pricing in long term earning growth for Apple of -4%.
Anything is possible, of course.
But in a note to MOREPhilip Elmer-DeWitt - Feb 13, 2013 6:53 AM ET
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