First-quarter 2023 global tablet shipments came to only 29.44 million units, declining 17% from the prior quarter and 8% from the prior year as the market entered the traditional slow season.
Looking into second-quarter 2023, the global economy will show no obvious sign of recovery while the market will continue to be influenced by the slow season, limiting tablet brands' shipment in the earlier half of the quarter. With tablet brands' short-term orders expected to start emerging at the end of the quarter, overall tablet shipments worldwide will only drop slightly from a quarter ago.
Tablets are commonly considered a non-rigid-demand product positioned between PCs and handsets. Because of this characteristic, tablet shipments slipped sharply from a quarter ago in the first quarter with the market exiting the strong year-end season in the fourth quarter of 2022.
Table 1: Key factors affecting tablet shipments in 2Q23: Demand/supply
Chart 2: Shipments by product ? iPad, non-iPad branded and white-box, 1Q22-2Q23 (m units)
Chart 3: Shipment share by product ? iPad, non-iPad branded and white-box, 1Q22-2Q23
Chart 12: Detachable notebook shipments, 1Q22-2Q23 (k units)
Chart 13: Shipments of detachable notebooks by OS, 1Q22-2Q23 (k units)
Chart 14: Shipment share of detachable notebooks by OS, 1Q22-2Q23
Chart 15: Shipments from Taiwan makers and share of global shipments, 1Q22-2Q23 (m units)
Chart 16: Taiwan tablet shipments by maker, 1Q22-2Q23 (m units)