In Q1-23, Apple's iPad Business in Mainland China grew more than 100% while their iPhone business in Southeast Asia is steadily building
It's being reported today that Mainland China’s tablet market showcased resilience with 38% year-on-year growth amid healthy promotional activity and a variety of new product launches. Emma Xu, Analyst at Canalys stated that "The penetration of tablets in the region is increasing with an array of readily available diverse and affordable devices. Vendors are now innovating to bring productivity-focused improvements, including the use of accessories like keyboards, styluses and applications to support work and study. This has bolstered the importance of tablets as a key pillar within wider device ecosystem strategies and helps ensure that vendors can tap into future demand stemming from consumers, businesses and the education sector."
Apple led the tablet market in Q1 2023 as it more than doubled its shipments to 2.5 million units against a relatively weak Q1 2022 that was plagued by COVID-related disruptions. Canalys statistical chart below shows that Apple's annual growth for iPad was a whopping 106.4%. It's market share lept from 25.6% in Q1 2022 to 38.4% in Q1 2023.
HONOR and Xiaomi took third and fourth places, growing 66% and 13% year-on-year respectively. Lenovo took the fifth position as the only major vendor to post a year-on-year decline with its shipments down nearly 3% in Q1 2023. Lenovo also experience a decline of 24.1% for desktops and notebooks, making it a tough quarter for Lenovo. Apple has yet to crack the Chinese PC space.
For more statistics, read the full report by Canalys that covers both tablets and PCs.
In other statistical news, Canalys reported today on the Southeast Asia Smartphone market today. This market dipped 21% in Q1 2023. While Apple didn't make the top 5 OEMs in that market that covers five countries, they did come in second place in Vietnam and third place in Thailand as presented in the Canalys chart below. Apple has failed to make a dent in Indonesia, the Philippines or Malaysia.
It's a bit of an oddity that the very countries that Apple didn't break into the top five smartphone OEMS chart are the very countries that Tim Cook highlighted as doing well for iPhone.
Apple's CEO stated during their Financial Conference Call on May 4, that "We set an all-time record for Services and a March quarter record for iPhone. We were particularly pleased with the performance we saw in emerging markets and achieved all-time records in Mexico, Indonesia, the Philippines, Saudi Arabia, Turkey and the UAE, as well as a number of March quarter records, including in Brazil, Malaysia and India."
So at least behind the scenes, Apple is pleased with their growing footprints in Indonesia, the Philippines and Malaysia.