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Musing-Weekly Newsletter

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Q221 Tablet Shipments Up 5% Y/Y to 45.2m
 
The tablet market has been dominated by the iPad ever since it was released in 2010 and that continued to be the case in the second quarter of 2021, as new market data from Strategy Analytics reveals.  Tablet shipments in Q221 were 45.2m up 5% Y/Y and flat quarterly. Apple maintained a market share of 35%, shipping  15.82m iPad units, following the launch of the premium iPad Pro (2021) at the start of the quarter and represent growth of 11%.  Supply constraints limited their performance. Apple highlighted the supply issues during both its April and July earnings calls. They are expected to continue in the current quarter and bleed over into the iPhone, which has so far remained unaffected.

Samsung was #2 in tablets behind Apple and the biggest supplier of Android tablets. The Galaxy Tab series accounted for 18% of global shipments, translating into 8.2 million tablet deliveries. Shipments were up 19% year-on-year and Samsung’s market share increased 2.1 percentage points versus the year-ago quarter. The brand’s continued success was attributed to its diverse portfolio of entertainment and productivity tablets.
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