[toast0]

Definitely a bubble. Comparable and accurate numbers are hard to get, but wikipedia reports [1] Apple having 9.8% of personal computer units shipped globally. It's certainly a different number if we could get a breakdown by country.

In my bubble view, I don't see a lot of switching. Apple people like their M1/M2 mostly, other people aren't as excited about cpus, but seem to be doing ok. I'm definitely not an Apple person, and am feeling pushed away from Windows as well, but I haven't landed on FreeBSD for desktop yet.

[1] https://en.m.wikipedia.org/wiki/Market_share_of_personal_com...

[james-revisoai]

The trend is also reversing in some segments Apple owned which masked that there may be quite a trend occurring for home purchases, but the data doesn't show it because the extra purchases and hidden by losses.

For example University libraries in the UK - at least those in the higher ranked universities - used to typically buy Macs/MacBooks somewhat as a status symbol, over Microsoft PCs. Today, there are few and far computers with the set up of a computer lab now almost entirely dead to laptops. I don't think this had an insubstantial impact on Apple, but it was probably masked by the rise of mac-based startups and other trends in Mac.