Do you remember Apple's 2022 first quarter results? At that time, Cook personally said that due to the impact of the global lack of cores, Apple's iPad business was hit hard. It is the only decline in all of Apple's product lines this season, and if you think about Apple's supply chain management capabilities, the iPad has declined so what about other brands' tablets?
On January 30, Strategy Analytics, a well-known data research company, officially released the global tablet market analysis report for the fourth quarter of 2021, which showed that the global tablet market in the fourth quarter of 2021 plunged by 25% year-on-year, and none of the top five brands were spared from declining.
Champion: Apple, with shipments of 14.6 million, market share of 31%, down 21% year-on-year;
Runner-up: Samsung, shipments of 7.3 million units, market share of 16%, down 28% year-on-year;
Runner-up: Amazon, shipments of 5.8 million units, market share of 12%, down 13% year-on-year;
Fourth place: Lenovo, shipments of 4.6 million units, market share of 10%, down 17% year-on-year;
Fifth place: Microsoft, with shipments of 1.9 million units, a market share of 4%, down 1% year-on-year.
See? The global tablet market in the fourth quarter of 2021 can only be described as miserable, and there are two major reasons for industry analysis. One is that due to the impact of the supply chain, it is impossible for each company to ship in large quantities; the second is that the tablet market is now saturated, and the impact of YQ is slowly disappearing, in other words, what should be bought has been bought, and the supply exceeds demand.
However, looking at this report has one of the biggest regrets, Huawei, which once rushed to the second place in the world, is now missing in the top five, of course, because of course, it is affected by the supply cut. Microsoft is the first time to enter the global top five, and the year-on-year decline is negligible.
The report also said that the overall market for tablets in 2021 will only decline by 3%, and as for 2022, it is not very good to predict. In this field, apples have always been the only one, and the volume of other families cannot be compared with apples. And 2022 will be a year of flat outbreaks, OPPO, vivo, etc. will all enter this field.