Three is the magic number, unless you're Apple. That's how many million iPad shipments it was down in Q1

Cupertino hamstrung by Chinese factory closures, Samsung tabs up but wider market shrinks: IDC

Under the shadow of a pandemic that forced the shutdown of Apple's production lines in parts of China, global sales of iPads are tumbling rapidly.

Preliminary data collated by number-cruncher IDC for calendar Q1 show Apple's unit shipments into distributors and direct to its stores dropped 30.4 per cent year-on-year to 6.9 million. This, in a market that was itself down 18.1 per cent to 24.6 million.

Apple - whose market share fell to 28 per cent from 32.9 per cent in the prior year quarter - isn't alone in feeling the supply chain squeeze, but its reliance on factories in China to build tablets put it at a disadvantage against Samsung, which uses plants in Vietnam, India, Brazil, Indonesia, and South Korea, as well as China to build its hardware.

Impressive growth in the same quarter a year ago, and "the closure of factories in the first quarter (due to COVID-19) led the company [to] produce fewer units than expected," said the researcher. IDC noted that Apple still rules the roost in the detachable segment, and with the Pro line-up can "cater towards productivity."

According to Apple's own numbers it reported last night, iPads brought in $4.36bn for Q2 of fiscal 2020 ended 28 March, down from $4.87bn in the corresponding quarter a year ago.

Without the crippling production worries, Samsung actually grew 3.9 per cent to 5 million units, meaning it still lags Apply by some distance. Market share went up from 16 per cent to 20.2 per cent. Both detachable and slate models grew.

The launch of the world's first 5G tablet hit the market in Q1, the Samsung Galaxy Tab S6 5G - it is effectively the same model as last year but with a built-in 5G radio. Samsung said, while discussing its Q1 results this week, that the roll out of 5G infrastructure is continuing in China but noted delays elsewhere.

Responding to an analyst's question on the earnings' conference call, JongMin Lee, Samsung veep of the mobile communication business, said the lockdowns in the US and India had slowed the installation of 5G base stations.

"Europe is also seeing a delay in terms of the 5G frequency auctions and commercialisation schedules," he said.

As for third-placed Huawei, hamstrung by US President Trump’s protracted campaign against the organisation over perceived links to the Chinese State, its tablet sales shrank 8.3 per cent to 3 million, said IDC. Huawei "continues to struggle in markets outside China due to political backlash and the lack of Google services," the analyst added.

Reg readers will know that Huawei was put on the banned list of suppliers that American businesses can trade with. It means, for, example, it no longer has access to Google’s Play Store apps.

For the best of the rest, Lenovo nabbed fourth after expanding tablet sales into the channel by 1.9 per cent to 1.6 million and Amazon was up 6.4 per cent to 1.4 million. Every other vendor, collectively, shrank 26.6 per cent to 6.8 million. ®

Similar topics

Other stories you might like

  • Microsoft Azure to spin up AMD MI200 GPU clusters for 'large scale' AI training
    Windows giant carries a PyTorch for chip designer and its rival Nvidia

    Microsoft Build Microsoft Azure on Thursday revealed it will use AMD's top-tier MI200 Instinct GPUs to perform “large-scale” AI training in the cloud.

    “Azure will be the first public cloud to deploy clusters of AMD's flagship MI200 GPUs for large-scale AI training,” Microsoft CTO Kevin Scott said during the company’s Build conference this week. “We've already started testing these clusters using some of our own AI workloads with great performance.”

    AMD launched its MI200-series GPUs at its Accelerated Datacenter event last fall. The GPUs are based on AMD’s CDNA2 architecture and pack 58 billion transistors and up to 128GB of high-bandwidth memory into a dual-die package.

    Continue reading
  • New York City rips out last city-owned public payphones
    Y'know, those large cellphones fixed in place that you share with everyone and have to put coins in. Y'know, those metal disks representing...

    New York City this week ripped out its last municipally-owned payphones from Times Square to make room for Wi-Fi kiosks from city infrastructure project LinkNYC.

    "NYC's last free-standing payphones were removed today; they'll be replaced with a Link, boosting accessibility and connectivity across the city," LinkNYC said via Twitter.

    Manhattan Borough President Mark Levine said, "Truly the end of an era but also, hopefully, the start of a new one with more equity in technology access!"

    Continue reading
  • Cheers ransomware hits VMware ESXi systems
    Now we can say extortionware has jumped the shark

    Another ransomware strain is targeting VMware ESXi servers, which have been the focus of extortionists and other miscreants in recent months.

    ESXi, a bare-metal hypervisor used by a broad range of organizations throughout the world, has become the target of such ransomware families as LockBit, Hive, and RansomEXX. The ubiquitous use of the technology, and the size of some companies that use it has made it an efficient way for crooks to infect large numbers of virtualized systems and connected devices and equipment, according to researchers with Trend Micro.

    "ESXi is widely used in enterprise settings for server virtualization," Trend Micro noted in a write-up this week. "It is therefore a popular target for ransomware attacks … Compromising ESXi servers has been a scheme used by some notorious cybercriminal groups because it is a means to swiftly spread the ransomware to many devices."

    Continue reading
  • Twitter founder Dorsey beats hasty retweet from the board
    As shareholders sue the social network amid Elon Musk's takeover scramble

    Twitter has officially entered the post-Dorsey age: its founder and two-time CEO's board term expired Wednesday, marking the first time the social media company hasn't had him around in some capacity.

    Jack Dorsey announced his resignation as Twitter chief exec in November 2021, and passed the baton to Parag Agrawal while remaining on the board. Now that board term has ended, and Dorsey has stepped down as expected. Agrawal has taken Dorsey's board seat; Salesforce co-CEO Bret Taylor has assumed the role of Twitter's board chair. 

    In his resignation announcement, Dorsey – who co-founded and is CEO of Block (formerly Square) – said having founders leading the companies they created can be severely limiting for an organization and can serve as a single point of failure. "I believe it's critical a company can stand on its own, free of its founder's influence or direction," Dorsey said. He didn't respond to a request for further comment today. 

    Continue reading
  • Snowflake stock drops as some top customers cut usage
    You might say its valuation is melting away

    IPO darling Snowflake's share price took a beating in an already bearish market for tech stocks after filing weaker than expected financial guidance amid a slowdown in orders from some of its largest customers.

    For its first quarter of fiscal 2023, ended April 30, Snowflake's revenue grew 85 percent year-on-year to $422.4 million. The company made an operating loss of $188.8 million, albeit down from $205.6 million a year ago.

    Although surpassing revenue expectations, the cloud-based data warehousing business saw its valuation tumble 16 percent in extended trading on Wednesday. Its stock price dived from $133 apiece to $117 in after-hours trading, and today is cruising back at $127. That stumble arrived amid a general tech stock sell-off some observers said was overdue.

    Continue reading

Biting the hand that feeds IT © 1998–2022