Apple called "big threat" to Microsoft

With the advent of the MacBook on M-series processors, Apple's share of the computer market began to grow rapidly, which in the near future could turn into big problems for Microsoft.

This appeared on the CNBC website.

The publication notes that Microsoft receives most of its income from Windows by selling licenses for its OS to Dell, HP, Lenovo and other PC manufacturers. This business accounts for up to 7.5% of Microsoft's total annual profit and up to 11% of revenue.

At the same time, according to Gartner, by the end of 2021, Apple accounted for 7.9% of the PC market, and Microsoft accounted for 81.8%. According to current forecasts, by 2026 the volume of Apple will already reach 10.7%. While part of Microsoft, on the contrary, will be reduced to 80.5%. At the same time, Gartner said that in the next few weeks, the analytical agency will make a new forecast, in which, most likely, Apple will be better and Microsoft will be worse.

For Microsoft, the current situation is bad not so much in the loss of the number of customers, but in the loss of control over pricing in the market, CNBC notes. That is, losing its share in the PC market, Microsoft will lose the ability to dictate its terms to customers.

There is another reason why Microsoft should be worried about the strengthening of Apple's position. Now the share of MacBook is growing mainly due to home users - corporate customers are still wholly owned by Microsoft. However, as CNBC claims, soon after users experience the benefits of MacBook at home, they will begin to actively switch to them in the office.