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Chronicles

The story behind the story

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Apple's U.S. Mac market share rises to 8.1 percent in Q3

Apple Inc.'s share of the U.S. personal computer market for the third calendar quarter of 2007 was 8.1 percent, up from 6.2 percent during the same period one year ago, according to preliminary results released from Gartner on Wednesday.

AppleInsider Katie Marsal

Context & Ripple Effects

Gartner's preliminary Q3 numbers land at a crowded moment for Apple: OS X Leopard is announced for delivery, an iPhone SDK is promised for February, and iTunes Plus has just expanded past two million DRM-free tracks. The share print — 8.1 percent, up from 6.2 percent a year earlier — is the first hard read on whether that ecosystem push is moving hardware.

The story travelled modestly but with a consistent frame: CNET's syndicated version leads with notebooks continuing to drive worldwide PC growth, positioning Apple's gain inside a portable-led market rather than a desktop story.

First-order effects

  • Apple heads into the holiday quarter with its strongest U.S. share reading in this Gartner series — 8.1 percent, a 1.9-point year-over-year gain — with Leopard's release and the expanded iTunes Plus catalog landing alongside it.
  • Windows OEMs lose measurable U.S. consumer ground in the quarter, with the losses concentrated where CNET's coverage says the market is growing: notebooks.

Second-order effects

  • Rival PC vendors are pushed to answer in portables specifically, since conceding the fastest-growing segment is what turns a 1.9-point Apple gain into a compounding problem.
  • The iPhone becomes a marketing asset for the Mac line — every device sold advertises OS X — raising the stakes on the February SDK promise Apple has made to developers.

Third-order effects

  • If notebook-led gains hold through the Leopard cycle, Apple's U.S. business shifts from premium niche toward mainstream contender, changing how Gartner-class rankings and retail channel negotiations treat the company.
  • A rising Mac base enlarges the audience for Apple's services strategy — DRM-free iTunes Plus, third-party iPhone apps — making platform lock-in, not unit share alone, the durable prize.

The trend: Apple's U.S. share climb is one data point in a notebook-driven, ecosystem-led challenge to Wintel's hold on the consumer PC market.