Apple’s College Market Share

From iPodNN:

Only a little over 20 percent of 212 polled students say they bought a new computer in the last three months, as compared to over 30 percent in 2009, 40 percent in 2008 and nearly 70 percent in 2007. Mac share has meanwhile risen to 38 percent, from 32 percent in 2009, 29 percent in 2008 and 14 percent in 2007. Apple is now tied with Dell, and doing better than HP’s 13 percent and Toshiba’s 5 percent.

There’s a perfectly logical explanation for declining trend in new computer purchases by students and it’s not the recession: they already have computers. The days of the one family computer until kids go off to college are mostly gone in the middle class who dominate college in the United States these days. Why buy a new computer outside of your normal upgrade cycle just because your going to a new school? Given a typical 4 year lifespan of a computer I suspect it will stabilize around 20-25%, most of whom bought new computers replacing current computers.

As for Apple’s growth: Largely chic factor. Outside of some computer science folks who actually understand the UNIX architecture under it, I’d venture most students use nothing but a web browser, iTunes and maybe Microsoft Office and couldn’t give a solid reason why they choose what they choose. The handful who do will say “it’s more secure” without anything coherent reasoning to back that up. The computer science folks started the migration several years ago when Mac’s started to turn up in lots of high-tech offices. AutoCAD coming back to Mac also means that engineering students will soon be able to use Mac’s as well.

Apple’s Report Card

Gizmodo has a really great Year-End Report Card for Apple which I think is pretty much spot on. For the lazy, the final grade was an ‘A’. In particular I thought this quote was a gem:

Somewhere between 2006 and today, I stopped considering Apple an underdog. And I’m not just talking about their iPod numbers nor am I talking about their nowhere-close-to-Windows marketshare. I mean, screw marketshare, really: Does Porsche outsell Honda?

Firefox Marketshare

I enjoy this topic a bit. Please don’t take this as science, or fact. This is purely speculation and discussion about market share. The topic itself is rather complex. You can view it from the mathematical/statistical point of view, or from the business/marketing point of view. Both have a very different (yet similar) angle on the topic and view things a bit differently. Because of my interest in the business angle, I’ll lean slightly more towards that.

First the facts (from Infoworld discussing the NetApplications data):

Firefox’s share shrunk to 8.07 percent from 8.71 percent in June, while IE grew its market slice to 87.20 percent in July from 86.56 percent last month.

…He pointed out that Apple Computer’s Safari browser grew most, increasing its market share 2.13 percent from 1.93 percent. America Online’s Netscape, which once ruled this market, slid a bit to 1.50 percent from 1.55 percent. Opera Software ASA’s Opera came in fifth with a 0.49 percent market share.

OK, well using that data, and filling in the blanks (we’ll assume Opera stayed the same, and “Other” being the remaining users) we can come up with a nice table of data:

Browser June July Diff
Firefox 8.71% 8.07% -0.64%
IE 86.56% 87.2% 0.64%
Opera 0.49% 0.49% 0%
Safari 1.93% 2.13% 0.2%
Other 2.31% 2.11% -0.2%
Total (fact) 97.2% 97.89%  
Total (stat) 100% 100%  

Some Graphs

The point of the below graphs is to illustrate how much this really means in the grand scheme of things (from what we can tell based on the available data). As you’ll see, there’s almost no difference. Simply because were talking about a little more than a half of a percent. With IE still holding over 85%, a fraction of a percent is pretty meaningless to them. It’s not like they had a big gain.

Graph 1
Graph 2
Graph 3

Also in the article:

I’m really anxious to see what happens in the month of August – Dan Shapero, NetApplications.com’s Chief Operating Officer

I’m not. I’d be more interested in September and October. August won’t really say much about anything. If it goes back up, it’s not very reflective. If it goes down further, it’s still not reflective. There are several reasons for this:

  • August is a vacation month – Simply put, lots of people are on vacation, and away from their computers. This is especially true for students, and younger adults. This is important as this demographic is key to Firefox 1.0 success. If you look around, some of the best marketing for Firefox took place via grassroots efforts like Blogs and such. It’s obvious the net slows down a bit in August. Everything from websites to online forums seem to slow down a bit as people take some time off (this blog is a perfect example if you look at posts per month).
  • Factor of 1.5 – that’s right. Firefox 1.5 isn’t to far off, and you know what that means? Yup, the lull before upgrade season. Growth will slow thanks to people saying “I heard it’s coming soon, I’ll just wait”. Then of course you have corporate deployments who don’t want to bother with a version that will be outdated soon. If I were them I wouldn’t really push 1.0 at this point either. I’d hold until 1.5 is released, then deploy that.
  • Marketing Slowdown – yea, that’s the big one. Why? Because of the above two reasons. SpreadFirefox is in a bit of a transition right now.

So why the drop?

It’s hard to say for certain, but I’d guess at least part of it is simply the fence leaning. What does that mean? Well with anything, there are people who jump on board (if your reading this blog using Firefox, you likely fit in this category), and people who stay on their side of the fence (you IE people). Then there is the small percentage who don’t quite know where to go. They try things out, and go back to the side they came from (IE). This is a normal part of software transitioning. Remember back when Mac OS X 10.0 came out? We all had classic running in the background about 95% of the time? A few even stuck with classic (while having OS X installed). Then as we got more adjusted, Classic was running less and less. Until it became a rare situation (I only use it for SimCity 2000 these days), and occasionally Microsoft Office, since I haven’t convinced my student budget to purchase Office for Mac OS X (I use AppleWorks when on the Mac most of the time).

So if September and/or October looks sour, it’s over?

No. Not really. Take a look at Netcraft’s excellent survey of web server’s and you’ll see various places where you could have assumed that Apache would be turning sour, when in fact, it goes right on back.

Abandon ship?

Ha! Never.

Predict the next jump?

Oh how tempting that is. I will say this. I expect shortly after 1.5, there will be jump in users, a larger trend will take place among corporate users thanks to some enhancements, and just “not being 1.0” (many companies have policies against anything that’s “.0” simply because they view it as new and buggy). So I expect more corporate adoption. The problem with corporate adoption is that it can be a slow process (QA can take months). So that jump may start 3 weeks out from 1.5’s release, but may not be fully realized for a few months after.

Bottom Line

Hype. That’s really it. There was a lot of hype about Firefox taking over the web. That was good (in a way), but this is the downside of that. Now browser stats are all the rage. A year ago almost nobody cared about them. Now it seems everyone does. Firefox isn’t about a monopoly or fighting one. It’s about providing choice and innovation. That’s what it does. Firefox grows when it innovates and the rest of the industry doesn’t. Perhaps that’s really what browser stats gauge? Market share is a measure of browser innovation and users acceptance (or disappointment). Yep, there’s that word again (“user”). It’s about the “user”, not the browser. Remember that. Blake has said this before. So yes, the statistical drop between June and July is pretty meaningless regardless of how you look at it.