Canalys: 2022 Q2 Chromebook and tablet shipments drop for four consecutive quarters

According to the latest data released by Canalys, in the second quarter of 2022, shipments of the global PC market (including tablet PCs) decreased by 14% quarter-on-quarter to 105 million units. A combination of issues including rising inflation, China’s coronavirus lockdown policies and lower spending in the consumer and education sectors made for an exceptionally difficult quarter for the sector. Among them, tablet shipments fell for four consecutive quarters, down 11% year-on-year, with global shipments of 34.8 million units. Chromebooks also declined for four consecutive quarters, with shipments falling 57% to 5.1 million units, as demand in the education market continued to soften.

Global tablet shipments have been on a downward trend after a prolonged surge during the COVID-19 pandemic, with global tablet shipments falling 11% year-on-year in the second quarter of 2022 due to weak demand in the consumer and education sectors. Tablet market leader Apple shipped 12.1 million units, down 15% year over year. Samsung dropped 13% year-on-year to 7 million units, but still maintained a stable market share, ranking second. Lenovo’s shipments fell 25% year-on-year to 3.5 million units, ranking third. Amazon’s shipments rose 6% to fourth place with 3.3 million units shipped. Huawei’s shipments fell 26% year-on-year, with 1.7 million tablet shipments, placing it among the top five.

Canalys analyst Himani Mukka said: “As the epidemic gradually eases, demand in the consumer and education sectors has declined, further accelerating the decline in tablet shipments. Consumers are most concerned about inflation and economic recession, so when the epidemic eases, the decline in tablet shipments has further accelerated. Since then, consumers’ use of tablet PCs has gradually decreased, which has also affected tablet PC shipments. Unlike notebook PCs, tablet PCs do not contribute much to the improvement of corporate productivity, so the rise in business demand cannot be compensated. Sharp decline in the consumer segment. Although weak consumer demand is expected to continue into the third quarter, back-to-school deals and new tablet PCs launched ahead of the holiday spending season could boost the market somewhat. The volume is relatively small, but the outlook is relatively more optimistic. Large orders from governments in major markets in Asia Pacific remain and are expected to be delivered as supply chain issues are resolved and inflation concerns ease. Countries in the region are turning to Domestic production, and the government is actively encouraging citizens to buy locally made products. Many well-known companies, such as Lenovo, Acer and Samsung, have responded to the government’s call in various markets to produce locally, especially in India.”

A year ago, the global Chromebook market started to suffer a setback after experiencing a surge in education demand in key markets. In the second quarter of 2022, Acer became the market-leading Chromebook vendor with over a quarter of the market. While shipments fell 28%, the decline was relatively smaller than that of major competitors. Lenovo’s shipments fell 56% year-over-year, but still ranked second. Due to its reliance on shipments in the U.S. education sector, HP saw the biggest drop in sales among the top vendors, with shipments down 79 percent. Dell and Asus also rounded out the top five.

Brian Lynch, research analyst at Canalys, said: “Shipments of Chromebooks have declined sequentially since the third quarter of 2021. This transitional period of negative growth was to be expected after saturation of the two largest education markets in the U.S. and Japan. Today, the global Chromebook market will enter a more stable period, with overall shipments remaining at lower levels than during the new crown epidemic, and showing traditional seasonal purchasing patterns. In recent months, Chromebook inventory in the channel has increased significantly due to slowing demand. While weak demand in the education segment is the main reason, Chromebooks have also struggled in the commercial segment recently. Channel partners have a conservative view on the market’s growth prospects, and many are still not optimistic This product category. Despite the recent sharp decline, Chromebook shipments are still significantly higher than before the new crown epidemic, and now has two consecutive quarters of quarter-on-quarter growth. In the future, digital education plans in various countries will continue to be centered on ChromeOS devices. It also opens up new growth opportunities for Chromebooks.”

Lenovo leads the global PC market (including desktops, notebooks, and tablets) with 20.9 million global shipments and a 20 percent market share. Apple’s shipments fell 19% year-on-year to 16.6 million units, ranking second. HP’s shipments fell 27% to 13.6 million units, placing it in third place. Dell saw the smallest decline among the leading vendors, with shipments of 13.3 million units and a 1-point gain in market share, placing it in fourth place due to spillovers in demand in the first quarter and its strength in the commercial sector. In the second quarter of 2022, Samsung shipped 7.7 million units, ranking among the top five in the world.

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