According to the latest data released by Canalys, global PC (including tablet PC) shipments in the fourth quarter of 2022 fell by 21% year-on-year to 105 million units. That brings PC and tablet shipments to 434 million units in 2022, down 13% from the nearly 500 million units shipped in 2021. Tablet PC shipments remained somewhat resilient in the fourth quarter, growing 1% year-on-year to 42.3 million units. By the end of 2022, a total of 150 million units had been shipped, a 5% decline compared to 2021. In the fourth quarter of 2022, Chromebook laptop shipments reached 3.6 million units, down 10% year-over-year. The annual shipments in 2022 will reach 17.7 million units, a sharp drop of 48% compared to the peak shipments in 2021.
After three consecutive quarters of decline, global tablet shipments have grown, with a modest 1% year-over-year increase in the fourth quarter of 2022. Thanks mainly to the launch of the new-generation M2 iPad, Apple still ranks first in the market, with shipments reaching 19 million units and a global market share of 46%. Samsung ranked second with shipments of 7.6 million units, a 10% increase in shipments and an 18% market share. Amazon’s shipments reached 3.5 million units, down 10% year-on-year, ranking third. Around Black Friday, Amazon slashed its Fire tablets with deep discounts, saving it from deeper drops. Lenovo and Huawei ranked fourth and fifth, with declines of 51% and 36%, respectively. The total shipments of other manufacturers increased slightly by 4%, and it is not difficult to see the optimism of new entrants to the tablet market.
Canalys analyst Himani Mukka said: “Despite the poor economic conditions, the demand for tablet computers is still relatively healthy. The head manufacturer Apple has helped drive the overall growth of the market by launching new high-end products. This shows that consumers will be attractive to consumers.” In the fourth quarter, in the consumer sector, manufacturers and retailers launched deep discounts and promotions during the festive season, and consumers’ budgets also increased. In the commercial sector, both enterprises and the government have increased spending on IT. Taking a more cautious approach, shelving some digital transformation initiatives, including tablet purchases.”
Mukka added: “Although it has declined compared to 2021, shipments of tablet PCs in 2022 will still be much higher than the level before the new crown epidemic, and there are still growth opportunities in the future. The demand for digital education in developing markets is still very strong. high, and these markets tend to favor tablets over laptops due to price and network connectivity advantages. Vendors are trying to break into this space and gain first-mover advantages. At the Consumer Electronics Show (CES) in 2023, people saw tablet Many innovations in the computer, and renewed interest in it, especially in terms of improved productivity and high-quality user experience. Tablets are more popular in business scenarios such as mobile office, productive consumption, customer touchpoints, and office conference centers. Pursue.”
While Chromebook shipments declined for the sixth consecutive quarter, the decline in Q4 2022 was moderated from the previous five quarters, with shipments down just 10% year-over-year. Canalys senior analyst Ishan Dutt said: “A large number of retail discount activities and increased school purchases have brought some respite to the Chromebook laptop market. However, total shipments in 2022 will drop by nearly 50% compared to 2021.” %, it is not difficult to see the extent of the impact of the “return to normal” on this market segment. As the expansion into the commercial market remains challenging and consumer spending will also be constrained, Chromebook manufacturers are waiting for the US, Japan and Europe. The arrival of the refresh cycle of educational equipment in the key market will help it to drive sales growth again. Given the current pressure on government budgets and short-term inventory clearance is still the focus of manufacturers and channels before the back-to-school season, Canalys expects growth opportunities this year The market is likely to see substantial growth in 2024 as devices purchased during the peak of the COVID-19 pandemic reach the end of their useful life. This is also an opportunity to offer higher value products as students and teachers expect more from frequently used devices opportunity. Long-term demand for Chromebook laptops will be sustained and cyclical as the digital curriculum becomes firmly embedded in the education system.”
In terms of Chromebook laptop shipments, HP topped the list and was the only vendor to grow in Q4 2022, with shipments up 117% year-over-year to more than 1 million units. Acer’s fourth-quarter shipments fell 22 percent to 710,000 units, ranking second. The rest of the top five remained unchanged from Q3 2022, with Lenovo in third place with shipments of 550,000 units, down 27%. Dell and Asus ranked fourth and fifth, with declines of 25% and 37%, respectively.
In the personal computer market (including desktops, notebooks, and tablets) in the fourth quarter of 2022, Apple ranked first with shipments of 25.5 million units, a year-on-year increase of 5%, and its market share expanded to 24%. Lenovo ranked second, giving way to Apple from the same period last year, with shipments of 17.9 million units, a year-on-year decrease of 32%. HP and Dell ranked third and fourth with shipments of 13.2 million and 10.9 million units, respectively. Backed by tablet growth, Samsung ranked fifth with a 6% year-on-year growth and shipments of 8.3 million units.
Global PC (including tablet) market, tablet market, and Chromebook market shipment statistics for the fourth quarter of 2022 and the full year of 2022:
