While I understand that Apple is a PC manufacturer for analysis purposes, I think their cycles are likely different than the regular consumer cycles. Even the analyst cited in the article mentions Windows 10 being deprecated in 2024 as a driver for PC shipments, but that does not really apply to Apple.
There is also the M1 possibly having a bit more longevity. Consumer grade Windows laptop usually starts degrading at the 3 years mark because of the battery decaying. Since the M1 had much longer battery life out of the box, it seems likely this adds a delay in the replacement cycle.
After all of this I feel compelled to say, I don't own a Mac or Apple stock, I just think the headline might be slightly misleading.
There is also the M1 possibly having a bit more longevity. Consumer grade Windows laptop usually starts degrading at the 3 years mark because of the battery decaying. Since the M1 had much longer battery life out of the box, it seems likely this adds a delay in the replacement cycle.
After all of this I feel compelled to say, I don't own a Mac or Apple stock, I just think the headline might be slightly misleading.