How Long Before the MacBook Air Is Half of Apple’s Notebook Business?
Apple’s July refresh of MacBook Air has done what many predicted it would: Send sales of the device into the stratosphere. According to the latest numbers from NPD, via Morgan Stanley analyst Katy Huberty, the Air now makes up 28 percent of Apple’s notebook shipments.
That’s a 20 percent increase over the first half of the year. And, as you can see from the chart below, the spike in sales occurred with the July launch of the new hardware and has been trending upward ever since. So in four months the Air has gone from less than 10 percent of Apple’s notebook business to nearly a third of it. How much will it comprise by 2012?
Close to 50 percent? That might seem like a stretch, though some analysts have been forecasting it for a while. Back in July, Deutsche Bank’s Chris Whitmore predicted that sales of the Air could ramp to as high as 1.5 million per quarter, which is indeed about half of Apple’s MacBook business. Obviously, they’ve still got a way to go. But we haven’t yet hit the holiday consumer binge. And 2012 could bring with it a new 15-inch Air, destined to drive sales of the machine higher still …