Apple imported a lot of Macs in the first quarter, but do not believe that the market increases claims

Mac loading, jumping in 2025

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Apple entered in 2025 with a faster increase in shipment than competitors, while the Mac deliveries rose by 28.7%. According to the competitors of HP, Dell and Lenovo, they managed only unambiguous growth, according to Canlys, published on July 1. Users.

The total amount of the PC reached 16.9 million units. This growth by almost 15% a year reflects how sellers abandoned the inventory into the US channels before tariffs for PC and Chinese -made components entered into force.

The strategy helped suppliers block the lower imports of imports, but risks leaving shelves and warehouses equipped with unsaturated units.

The launch of Apple new models MacBook Air with M4 chips in March played an important role in its strong delivery quarter. The updated design, improved performance and the lower entrance price made a laptop more attractive for students and professionals.

The simultaneous update of Mac Studio also attracted creative users, maintaining Apple efforts to promote larger equipment to stores before tariff changes.

Inventory strategies inflate short-term numbers

suppliers, suppliers. Including Apple, included supplies with front loading at the beginning of 2025 to circumvent higher tariff costs, which leads to more full reserves of retail trade. While this step increased the shipment number in the first quarter, it does not guarantee that these cars quickly reached paying customers.

In the case of Apple, we already know that they did not.

Analysts consider the approach as a short-term impulse with long-term consequences. Currently, retailers are faced with the problem of cleaning existing shares before placing new orders, potentially limiting supplies to later quarters.

Apple is well located for this. The following issues of MAC are expected in October or November 2025. This means that they imported on the eve of the increase in tariffs, which are still viable products for sale over the course of most of the year, and the purchase season, which has already begun.

Apple ahead of competitors in the growth of shipment. Image loan: Canalys

Channels predict only 2% growth in the total amount of PC in the United States for all 2025. This indicates a sharp slowdown in supplies, as expected, given the cause of the surge after the first quarter.

commercial demand provides stabilizing power

business branches gives only a partial Pressure permission under pressure. CANALYS projects commercial deliveries of a PC will grow by 8% in 2025. But this is not enough to compensate for the expected fall by more than 4% in consumer supplies.

The gap causes fears that even a healthy demand for business will not be completely stable in the market if the buyers will restrain it.

enterprises see PC as important working tools, while buyers often hold the purchase until their cars fail or feel too slow. High prices, confusing characteristics and unclear marketing can interfere with updates, especially when retailers work through excess reserves.