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Analysts expect M4 Macs to drive premium PC demand in the short term


JP Morgan reports underwhelming PC and Mac shipments in the third quarter of 2024, but demand for so-called AI PCs like Apple's upcoming M4 Macs could drive a recovery in 2025.

According to data shared in a JP Morgan report seen by AppleInsider, the overall PC market saw declines in shipments that fell below seasonal trends. The effects of the slowing PC market impacted Apple's share a bit, bringing it down from 8.8% to 7.8% on a quarterly basis. Rumors suggest Apple will reveal the M4 Mac lineup in late October with initial shipments in early November.

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