Saltar al contenido

Apple’s excellent replacement cycle

Apple's excellent replacement cycle

The pandemic has accelerated existing trends, leading to the adoption of hybrid works, cloud services and the excellent replacement of computers with Macs and iPads.

The pandemic has accelerated enterprise-wide trends, leading to remote adoption, hybrid jobs, cloud services and the replacement of computers in many companies with Macs and iPads.

Building new habits

While Apple leaders seem to be struggling to adapt to goal-based rather than presence-focused management styles, their products don’t have many problems. Not only does interest in the iPhone 13 seem even stronger than that of the record iPhone 12, but Apple has consistently gained 20% or more of the U.S. computer market, according to Canalys, even though the market was generally in growth.

The iPad (which Canalys includes in its market share data) has also become a viable machine for work, as analyst Trang Pham noted: «Tablets are no longer just entertainment devices, they have emerged. as cheaper alternatives to PCs for work and distance learning. . «

«It is now clear that pandemic use cases will spread in the future,» said Brian Lynch, a research analyst at Canalys. «This indicates a significant opportunity for future upgrades: great news for PC vendors and their ecosystem channels and partners. The commercial and educational segments have exploded, creating enormous potential for updating. «

These trends are not new, but the pandemic has accelerated them.

«Now that people have tried to work from home, they will want to continue to do so. We believe this will become part of the new normal,» Jamf CEO Dean Hager predicted in mid-2020.

This shift in what people want from work, along with the recent revival of COVID-19, means that many companies will now strengthen existing plans to support hybrid work. This will also strengthen existing purchasing patterns around mobility.

These are models that have clearly benefited Apple in recent months.

For many, buying a laptop means buying a Mac

When it comes to laptops, the Apple M1 processor has a lot of people interested. It recorded a 24% increase in the laptop sector from year to year, keeping it in second place for the first time in 2020.

This partly reflects the massive adoption of Apple-wide devices across the company, which is vigorously upgrading existing PC fleets on Macs.

The imminent introduction of the new and fast MacBook Pro will do nothing to dispel interest in Macs. We’ve seen previous statements that 75% of business people will choose a Mac, while 97% of Mac users feel more productive when changing Windows.

Apple has become explicit in its desire to reach the enterprise markets. That’s why he recently commissioned a report from Forrester on the company’s total cost of ownership for Macs and how they compare to computers. The report found that, on average, a company implementing Mac saves $ 843 over the life of the product, in part due to reduced technical support costs and increased employee engagement.

As explored here, this massive adoption of Apple computing platforms in the workplace continues to accelerate work among Apple-centric business service providers. Most recently, Pax8 partnered with Addigy to provide Apple device management tools to managed service providers (MSPs).

«On average, 15% of devices in a small and medium business consist of Apple products,» said Jared Pangretic, senior vice president of sales for Pax8 when the news was announced.

Keep taking tablets (Apple)

While US tablet sales have slowed in the past year, Canalys notes that the introduction of the new iPad Pro with M1 engine has helped Apple take over 45% of the US tablet market in Europe, recent research has given Apple 36% of the European market of tablets, an impressive 73%.

Although the analysis does not say so explicitly, I think this also means that in today’s environment, people want to invest in devices that can be used effectively at work and at home.

It remains to be seen if Apple can generate additional interest in other iPad models when it launches more powerful cars in the coming weeks. The company is also facing stiff competition from Chromebooks, whose sales have pushed HP to overtake Apple’s market share in the US.

Existing activity seems to suggest that the company is in the right place at the right time to extract the maximum opportunity from the excellent pandemic-driven replacement cycle. Apple will now see if it can consolidate these gains in terms of customer satisfaction and future purchasing models.