In a note to clients — as noted by AppleInsider — lead analyst Krish Sanker of the investment bank Cowen says Apple’s Mac is the top pick in the growing personal computer market thanks in part to the new (and future) M1 Macs.
Personal computer shipments grew an estimated 9% in the fourth quarter of 2020. Sankar said he expects that momentum to continue into 2021, with shipment growth of about 2.5% during the year. Apple remains Sankar’s top pick because of the growth and recent iPad and M1-equipped Mac releases. The switch to Apple Silicon is likely to alleviate some CPU procurement issues, according to Sankar.