With the retail channel beginning to replenish inventory for the peak season and Apple set to launch new iPads, DIGITIMES Research expects global tablet shipments to rise sequentially in both the third and fourth quarters, after the 5% sequential decrease in the second quarter.
In the second quarter, iPad shipments had a sequential decline higher than those of non-iPad tablets, resulting in iPads' combined shipment share experiencing two consecutive quarters of decline. However, the share will gradually pick up during the second half because of Apple's inventory replenishment needs in the third quarter and orders for a new small-size iPad in the fourth quarter.
Tablets equipped with a 10.x-inch display accounted for nearly 70% of overall shipments in the second quarter as Apple and major tablet brands are all treating the size as the mainstream specification for the mobile device. However, with some brands turning to releasing smaller-size tablets in the third quarter, the shipment share of 10.x-inch tablets will slip.
Chart 2: Shipments by product - iPad, non-iPad branded and white-box, 2Q22-4Q23 (m units)
Chart 3: Shipment share by product - iPad, non-iPad branded and white-box, 2Q22-4Q23
Chart 12: Detachable notebook shipments, 2Q22-4Q23 (k units)
Chart 13: Shipments of detachable notebooks by OS, 2Q22-4Q23 (k units)
Chart 14: Shipment share of detachable notebooks by OS, 2Q22-4Q23
Chart 15: Shipments from Taiwan makers and share of global shipments, 2Q22-4Q23 (m units)
Chart 16: Taiwan tablet shipments by maker, 2Q22-4Q23 (m units)
