MacBook Shipments Surge But Customer Demand Remains Unclear

Apple shipped significantly more MacBooks during the first quarter of 2025, outpacing the broader PC market, according to new estimates from Counterpoint Research.

M4 MacBook Air 13 and 15 inch Feature Pink and Yellow
While the overall PC market grew 6.7% compared to the same period in 2024, Apple led major vendors with a 17% increase in unit shipments. However, the report attributes much of the industry's first-quarter gains to accelerated shipments as manufacturers moved to avoid new tariffs expected to be implemented by the United States later in the year.

Temporary exemptions on tariffs for certain electronic products allowed companies to front-load shipments during the exemption window. As a result, the increase in shipped units does not necessarily translate to higher sales to end users, and many of the products delivered in the first quarter are expected to remain in inventory throughout the coming months.

For Apple, the launch of the M4 MacBook Air in March 2025 also contributed to its shipment volume. Despite Apple touting the M4 chip's AI capabilities, the report notes that the shipment gains are not necessarily a sign of growing consumer interest in AI PCs.

Apple reportedly increased its share of global PC shipments from approximately 9% in the first quarter of 2024 to 10% in the first quarter of 2025. Lenovo retained the largest market share overall. Apple typically reports product revenue rather than unit shipments, making third-party estimates an indirect measure of market activity.

Note: Due to the political or social nature of the discussion regarding this topic, the discussion thread is located in our Political News forum. All forum members and site visitors are welcome to read and follow the thread, but posting is limited to forum members with at least 100 posts.

Related Roundups: MacBook Air, MacBook Pro
Related Forums: MacBook Air, MacBook Pro

Popular Stories

iOS 26

iOS 26.1 Coming Soon: New Features for Your iPhone and Release Date

Monday October 27, 2025 7:55 am PDT by
The upcoming iOS 26.1 update includes a handful of new features and changes for iPhones, including a toggle for changing the appearance of the Liquid Glass design, "slide to stop" for alarms in the Clock app, and more. Below, we outline key details about iOS 26.1. Release Date Given that Apple has yet to seed an iOS 26.1 Release Candidate, which is typically the final beta version, the...
iOS 26

6 New Things Your iPhone Can Do in iOS 26.1

Wednesday October 29, 2025 4:22 am PDT by
Apple is about to drop iOS 26.1, the first major point release since iOS 26 was rolled out in September, and there are at least six notable changes and improvements to look forward to. We've rounded them up below. Apple has already provided developers and public beta testers with the release candidate version of iOS 26.1, which means Apple will likely roll out the update to all compatible...
maxresdefault

Apple TV 4K Could Still Launch Before 2025 Ends: All the Rumored Features

Monday October 27, 2025 4:51 pm PDT by
Apple is designing an updated version of the Apple TV 4K, and rumors suggest that it could come out sometime in the next couple of months. We're not expecting a major overhaul with design changes, but even a simple chip upgrade will bring major improvements to Apple's set-top box. Subscribe to the MacRumors YouTube channel for more videos. We've rounded up all the latest Apple TV rumors. ...
iOS 26

Apple Seeds iOS 26.1, iPadOS 26.1, and macOS Tahoe 26.1 Release Candidates

Tuesday October 28, 2025 1:07 pm PDT by
Apple today provided developers and public beta testers with the release candidate versions of upcoming iOS 26.1, iPadOS 26.1, macOS Tahoe 26.1, tvOS 26.1, watchOS 26.1, and visionOS 26.1 updates for testing purposes. The RCs betas come a week after Apple released the fourth betas. The new betas can be downloaded from the Settings app on a compatible device by going to General > Software...
M6 MacBook Pro Feature 1

M6 MacBook Pro: Release Date, Pricing, and What to Expect

Monday October 27, 2025 9:15 am PDT by
Apple this month refreshed the 14-inch MacBook Pro base model with its new M5 chip, and higher-end 14-inch and 16-inch MacBook Pro models with M5 Pro and M5 Max chips are expected to follow in early 2026. However, these machines will represent the final update to the current design, with Apple reportedly developing a completely new version of the MacBook Pro packed with next-generation hardware...
iPhone 17 Pro Cosmic Orange

8 Reasons to Wait for Next Year's iPhone 18 Pro

Thursday October 30, 2025 4:42 am PDT by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max. One thing worth...
macos tahoe

Here Are Apple's Release Notes for macOS Tahoe 26.1

Tuesday October 28, 2025 1:21 pm PDT by
Apple today provided developers and public beta testers with the release candidate version of macOS Tahoe 26.1, which means the update will likely see a public launch next week. The release candidate includes notes on what's in the update, so we have a full picture of the new features that Apple has included. macOS Tahoe 26.1 adds AutoMix support over AirPlay, improved FaceTime audio...
iPhone Car Key Kia

Another Vehicle Brand Gaining iPhone Car Keys Support

Tuesday October 28, 2025 5:27 am PDT by
Apple is preparing to bring support for its digital car key feature to Jetour vehicles, according to evidence uncovered on Apple's backend by MacRumors contributor Aaron Perris. Introduced in 2022, Car Keys allows an iPhone or Apple Watch to unlock a vehicle through the Wallet app. A digital version of a car key is stored in Wallet, and unlocking can be done by holding an Apple Watch or...
ipad mini 7 feature blue

OLED iPad Mini: Release Date, Pricing, and What to Expect

Wednesday October 29, 2025 7:13 am PDT by
Rumors are stoking excitement for the next-generation iPad mini that Apple is reportedly close to launching. So what should we expect from the successor to the iPad mini 7 that Apple released over a year ago? Read on to find out. Processor and Performance Apple is working on a next-generation version of the iPad mini (codename J510/J511) that features the A19 Pro chip, according to...

Top Rated Comments

Pitogyro Avatar
27 weeks ago
MacBooks are simply irresistible with Apple Intelligence.
Score: 10 Votes (Like | Disagree)
bluespark Avatar
27 weeks ago

MacBooks are simply irresistible with Apple Intelligence.
I asked Siri whether I should buy a new MacBook and she added pickles to my shopping list.
Score: 7 Votes (Like | Disagree)
jayryco Avatar
27 weeks ago
Because people have realized that they are peak laptop at insane value and no windows laptop comes close - especially the M4 range.
Score: 5 Votes (Like | Disagree)
Steve121178 Avatar
27 weeks ago
The M4 range is their best ever line-up. No reason to not upgrade or buy a Mac if you're in the market for new hardware.
Score: 4 Votes (Like | Disagree)
JitteryJimmy Avatar
27 weeks ago
I recently purchased a new M4-based MacBook Pro far outside my normal upgrade cycle.

The following risks led to my decision:

* wild tariffs
* the possibility of unavailability of key materials, leading to shortages
* inflation risks
* political disruption in Taiwan

Furthermore, I could still sell my existing and perfectly awesome M1 for good money to a local buyer.

I concluded that any loss related to me "upgrading earlier than normal" was negligible.
Score: 4 Votes (Like | Disagree)
IIGS User Avatar
27 weeks ago

MacBooks are simply irresistible with Apple Intelligence.
Tim Cook like typing detected....
Score: 4 Votes (Like | Disagree)