BOSTON—The ripple effect of the Covid pandemic continues to impact the tablet market and delivered surprising results in Q1 2022, according to a new report from Strategy Analytics.
While vendors are grappling with supply constraints and logistical issues caused by the pandemic, strong demand for tablets continues and Samsung, Amazon, Microsoft and Apple all saw impressive growth rates in Q1 2022.
A better-than-expected start to 2022 could be short-lived as China’s COVID restrictions, additional logistical and inflationary pressures and Russia’s invasion of Ukraine all threaten to disrupt supplies, Strategy Analytics warned via its Computational Devices (CCD). ) service and its new report “Preliminary Global Tablet Shipments and Market Share: Q1 2022.”
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“Despite shipments declining over the past three quarters, demand for tablets has never been lost,” said Eric Smith, director – Connected Computing. “It all came down to retailers managing the twin challenges of constant demand and supply constraints. Samsung, Amazon and Microsoft all won big quarters with new portfolios and strong distribution strategies, given all the challenges at the macro level. Apple’s recovery from last quarter’s shipping constraints was equally impressive, as they actually grew shipments consistently. This is unprecedented in the business, but with more disruptive factors at play, we should expect the unexpected.”
Chirag Upadhyay, industry analyst, said, “The Android tablet market has hit a new low of 50%, but competition has intensified among Android vendors seeking market share with Huawei’s smaller device footprint as well as the rapidly shrinking white box market. has been growing for over a year, but Xiaomi, Honor, realme, OPPO, and even Nokia have recently jumped into the tablet market, creating new dynamics in mainland China and a handful of markets in South Asia, Southeast Asia, and Europe.”
According to the researchers, Apple iPadOS shipments (sales) in the first quarter of 2022 decreased by -6% compared to 2022 to 15.8 million units, while the global market share rose by 1.7 percentage points to 39% as the seller outperformed the market. created.
Compared to the holiday quarter, shipments were actually up 1% from the quarter when Apple’s supply was severely constrained.
Samsung led the Android market with only -1.2% decline to 8.2 million units in Q1 2022; the market share in the same period increased by 1.8 percentage points and amounted to 20 percent
Amazon was right behind in terms of growth with Samsung down -1.3% YoY with 3.7 million shipments; market share increased by 0.8 percentage points to 9%
Lenovo’s tablet shipments fell again after two years of growth, but the company maintained its No. 4 ranking globally as competition from smaller Chinese vendors increased; Lenovo shipments fell -20% year-over-year to 3.0 million units in Q1 2022, with market share down -0.9 percentage points from 2022 to 7 percent.
For the second quarter in a row, Microsoft ranked No. 5 globally, shipping 1.4 million tablets in Q1 2022 at a 1% annual growth rate; it was the only retailer in the top five to show growth. Market share increased by 0.4 percentage points to 3%