July 15, 2025 – Apple leadership, Mac growth
9to5Mac Daily
9to5Mac
4.6 • 624 Ratings
🗓️ 15 July 2025
⏱️ 7 minutes
🧾️ Download transcript
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Stories discussed in this episode:
- IDC: Mac shipments up 21% in Q2, but U.S. sales stalled
- Apple announces $500 million US investment focused on rare earth magnets
- Tim Cook’s run as Apple CEO could be much longer than you think
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Transcript
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| 0:00.0 | Welcome to 9 to 5 Mac Daily for Tuesday, July 15th, 2025. |
| 0:07.3 | I'm your host, Chance Miller. |
| 0:09.5 | We are sponsored this week by OnePassword. |
| 0:13.3 | Leading off today, according to a preliminary report issued by analysts at IDC, |
| 0:18.0 | Apple saw the strongest year-over-year growth during Q2 for the Mac compared to its |
| 0:23.7 | closest competitors in the PC market. Based on today's numbers, Apple outpaced the competition |
| 0:28.9 | by a lot with a 21.4% growth year-over-year. Apple's overall market share came in fourth place with 9.1%. In practice, that translates to 6.2 million |
| 0:42.0 | units shipped worldwide, up from 5.1 million in the same quarter last year. Still, Apple lagged behind |
| 0:49.3 | Dell at 9.8 million, HP at 14.1 million, and Lenovo at 17 million shipped units. |
| 0:57.8 | Much of the overall growth in the PC industry during the second quarter was driven by |
| 1:03.4 | markets outside of the United States. The overall industry grew by 9% while growth in the |
| 1:10.2 | United States was stagnant at 0%. |
| 1:12.9 | But still, this marks multiple consecutive quarters of growth for Mac shipments as the Apple |
| 1:18.9 | Silicon transition marches full steam ahead with recent notable updates to products including |
| 1:24.3 | the MacBook Air, the MacBook Pro, and the Mac Studio. |
| 1:28.9 | In other news today, earlier this year, Apple pledged a $500 billion investment in the United |
| 1:34.7 | States over the next four years. |
| 1:37.5 | Now, the company is further expanding that pledge with a $500 million plan to launch an all-new |
| 1:43.4 | recycling facility for processing recycled |
| 1:46.6 | rare earth elements. |
| 1:48.9 | There are two components to this investment. |
| 1:51.4 | First, Apple will work with MP Materials, the only fully integrated rare earth producer |
... |
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