An Overview of Apple's CEO Commentary and Key Q&A Responses from yesterday's Financial Conference Call
Apple Tops Forbes 'Most Admired Companies' in 2023 for the 16th Consecutive Year

In Q4-22, Apple was the Runaway Tablet Champ with Shipments close to tripling Samsung's and more

1 cover iPad #1 for 2022

During Thursday's Financial Confernce Call for Fiscal Q1 2023, Apple's CEO, Tim Cook, stated that iPad revenue grew 30% to a total of $9.4 billion in the quarter. The very strong growth was due in-part to a favorable compare to the December quarter a year ago when we experienced significant supply constraints. Late yesterday, IDC reported on both Calendar Q4 and annual tablet shipments world wide. For Calendar Q4, IDC's chart below presents Apple growth at 28.8% with a market share of 49.2%.

(Click on chart to Enlarge) 2 Q4 2022 - IDC chart top 5 tablet companies

While Apple drove the tablet sector in Calendar Q4 (Apple's Fiscal Q1 2023), overall worldwide tablet shipments only posted 0.3% year over year in the fourth quarter of 2022 (4Q22), totaling 45.7 million units. Lenovo's tablet shipments fell 49.9% and Amazon was close behind falling 31.1%. Beyond Apple's stellar quarter, only Samsung showed growth at 7.1% for the quarter.

IDC noted that "Tablets, which were once used mainly for entertainment, have gained momentum in a range commercial applications. Faced with a looming economic downturn and market saturation, vendors will need to focus on the commercial segment to drive sales in the coming years."

For Calendar Year 2022, Apple was the clear leader with 38% market share growing 7% year-over-year. Samsung was in second place with 18.6% market share and negative growth at 0.8% for the year as presented in the IDC chart below.

(Click on chart to Enlarge) 3 IDC chart  top 5 tablet companies - Calendar Year 2022

Meanwhile, for Chromebooks that were once challeging the iPad during the COVID pandemic, continued to contract in 4Q22 with shipments totaling 3.6 million units for a year-over-year decline of 24.3%. Shipments. For the full year Chromebook shipments were down 48% in 2022.  In 2021, at the peek of the COVID pandemic, Chromebooks had registered an astounding 180.5% growth.  

In Q4 2022, only HP delivered growth with an outstanding 116.7% growth. The over four vendors, Acer, Lenovo, Dell and Samsung were in negative territory. Dell fell 50.7%; Samsung fell 52.4%; Acer fell 43.4%; and Lenovo fell 24.6%.

For more on this, read the full IDC report.

10.0F1 - Apple Market Statistics Bar


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