Tablet, Chromebook shipments come crashing down
(2022/11/02)
- Reference: 1667381438
- News link: https://www.theregister.co.uk/2022/11/02/tablet_chromebook_shipments_crash/
- Source link:
Huawei was the only major tablet maker to grow shipments in Q3 on the back of demand in China and Russia as the rest of the top five manufacturers reported shrinking sales to retailers and distributors.
Tablet shipments declined 8.8 percent year-on-year in the [1]three months ended September to 38.6 million units – the fifth consecutive drop – and Chromebooks fared even worse during the quarter.
"After massive growth in 2020 and 2021, a decline in the tablet market was expected in 2022. The market is now experiencing not only a slowdown in demand, but also some strong macro-economic headwinds," said Anuroopa Naturaj, IDC research analyst. "Even though most tablets (Android) and Chromebooks are lower cost, we're now seeing buyer concerns even at the low end. This is largely driven by these rising economic concerns."
[2]
IDC said Chinese vendors, particularly Huawei, tapped into the demand for cheaper devices to "perform well in Russia" where sanctions prevented Western tech makers from peddling hardware.
[3]
[4]
Apple saw sales decline 1.1 percent to 14.5 million, according to IDC estimates. Samsung was down 4 percent to 7.1 million, Amazon fell 8.1 percent to 4.3 million, Lenovo shipments dropped 36.6 percent to 2.7 million, and Huawei grew 2 percent to 2.4 million.
In its results filed late last week, Apple said iPad sales to end users were up 21 percent to $8.3 billion in [5]Q4 of its fiscal '22 ended 30 September despite supply constraints. IDC tracks sales into the channel, hence the difference in the figures.
[6]
Chromebook shipments fell at a far faster rate, down 34.4 percent year-on-year to 4.3 million devices. This was the fifth straight decline for this sector of the PC industry. The downward trajectory [7]began in the US , which accounted for 70 percent of global shipments. The buying frenzy during lockdown meant verticals including education had enjoyed their fill and won't need replacements for some time.
[8]Why I love my Chromebook: Reason 1, it's a Linux desktop
[9]Your next PC should be a desktop – maybe even this Chinese mini machine
[10]EU proposes regulations for tablet battery life, spare parts
[11]Lenovo's folding portable ThinkPad grows to 16.3in, adds keyboard
Ryan Reith, group vice president at IDC, said Chromebooks may face challenges in the industry, "not all of which are because of limitations to the platform."
IDC placed Acer as market leader with shipments of 1 million, albeit down 23.8 percent on a year ago. Dell shrank 19.9 percent to 900,000 units, HP was down 26.8 percent to 800,000, Lenovo plunged 54.8 percent to 700,000, and Samsung was down 37 percent to 300,000.
Reith added: "We firmly believe Chromebooks will continue to play a fundamental role in personal computing, and ultimately grow in presence compared to other existing platforms.
"But the growth will continue to be tempered as the industry adapts to this new environment we are all living in. We have seen many of the large PC brands prioritize around opportunities within the Windows PC space, and without their support from the supply side the Chrome market will continue to move rather slowly."
[12]
"What goes up must come down" is the old saying, and this Halloween, tablets and Chromebooks certainly went bump. ®
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[5] https://www.theregister.com/2022/10/28/macs_still_growing_like_weeds/
[6] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[7] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[8] https://www.theregister.com/2022/10/28/column/
[9] https://www.theregister.com/2022/10/27/desktop_tourism_mini_desktop_pc/
[10] https://www.theregister.com/2022/09/02/eu_tablet_battery_regulations/
[11] https://www.theregister.com/2022/09/01/lenovo_thinkpad_x1_fold_portable/
[12] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[13] https://whitepapers.theregister.com/
Tablet shipments declined 8.8 percent year-on-year in the [1]three months ended September to 38.6 million units – the fifth consecutive drop – and Chromebooks fared even worse during the quarter.
"After massive growth in 2020 and 2021, a decline in the tablet market was expected in 2022. The market is now experiencing not only a slowdown in demand, but also some strong macro-economic headwinds," said Anuroopa Naturaj, IDC research analyst. "Even though most tablets (Android) and Chromebooks are lower cost, we're now seeing buyer concerns even at the low end. This is largely driven by these rising economic concerns."
[2]
IDC said Chinese vendors, particularly Huawei, tapped into the demand for cheaper devices to "perform well in Russia" where sanctions prevented Western tech makers from peddling hardware.
[3]
[4]
Apple saw sales decline 1.1 percent to 14.5 million, according to IDC estimates. Samsung was down 4 percent to 7.1 million, Amazon fell 8.1 percent to 4.3 million, Lenovo shipments dropped 36.6 percent to 2.7 million, and Huawei grew 2 percent to 2.4 million.
In its results filed late last week, Apple said iPad sales to end users were up 21 percent to $8.3 billion in [5]Q4 of its fiscal '22 ended 30 September despite supply constraints. IDC tracks sales into the channel, hence the difference in the figures.
[6]
Chromebook shipments fell at a far faster rate, down 34.4 percent year-on-year to 4.3 million devices. This was the fifth straight decline for this sector of the PC industry. The downward trajectory [7]began in the US , which accounted for 70 percent of global shipments. The buying frenzy during lockdown meant verticals including education had enjoyed their fill and won't need replacements for some time.
[8]Why I love my Chromebook: Reason 1, it's a Linux desktop
[9]Your next PC should be a desktop – maybe even this Chinese mini machine
[10]EU proposes regulations for tablet battery life, spare parts
[11]Lenovo's folding portable ThinkPad grows to 16.3in, adds keyboard
Ryan Reith, group vice president at IDC, said Chromebooks may face challenges in the industry, "not all of which are because of limitations to the platform."
IDC placed Acer as market leader with shipments of 1 million, albeit down 23.8 percent on a year ago. Dell shrank 19.9 percent to 900,000 units, HP was down 26.8 percent to 800,000, Lenovo plunged 54.8 percent to 700,000, and Samsung was down 37 percent to 300,000.
Reith added: "We firmly believe Chromebooks will continue to play a fundamental role in personal computing, and ultimately grow in presence compared to other existing platforms.
"But the growth will continue to be tempered as the industry adapts to this new environment we are all living in. We have seen many of the large PC brands prioritize around opportunities within the Windows PC space, and without their support from the supply side the Chrome market will continue to move rather slowly."
[12]
"What goes up must come down" is the old saying, and this Halloween, tablets and Chromebooks certainly went bump. ®
Get our [13]Tech Resources
[1] https://www.idc.com/getdoc.jsp?containerId=prUS49812222
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
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[5] https://www.theregister.com/2022/10/28/macs_still_growing_like_weeds/
[6] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[7] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[8] https://www.theregister.com/2022/10/28/column/
[9] https://www.theregister.com/2022/10/27/desktop_tourism_mini_desktop_pc/
[10] https://www.theregister.com/2022/09/02/eu_tablet_battery_regulations/
[11] https://www.theregister.com/2022/09/01/lenovo_thinkpad_x1_fold_portable/
[12] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33Y2JN0BoK7EQxhF3UbLl88gAAAFI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[13] https://whitepapers.theregister.com/
"We firmly believe"
Pascal Monett
Well I firmly believe that the guarantee period for something that I buy should start on the day I bought it, and not on the day it left the factory.
We have a fundamental disagreement there, Mr Reith.
Netbooks
steelpillow
The netbook is the only form factor where analysts classify by operating system. To the user, a cheap "ultralight laptop" built round the cloud is in the same class as the Chromebook and not as its larger fully-offline-capable brethren. This is just an accident of history, but the other sectors are nibbling back into the market vacuum they had left for Google to exploit, so its perpetration depends on whether Google can fend of the competition and maintain their monopoly on the netbook.
Are tablets still relevant?
Phil O'Sophical
I found a tablet to be handy when I was travelling and didn't want to lug a laptop around, but my current phone has a large enough screen (larger than I'd like, to be honest, but all I could find) which means that a tablet as an intermediate device is less useful. My current Samsung tablet is hitting memory limits as apps become more & more bloated, but I probably won't replace it when it finally becomes unusable.
Huawei
"Huawei tapped into the demand for cheaper devices to "perform well in Russia" where sanctions prevented Western tech makers from peddling hardware."
I guess my next mobile won't be another Huawei then. Only way I can express my opinion.