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iPad shipments damage by launch delays

The new Magic Keyboard Folio is made exclusively for the 10th-gen iPad.
Apple’s determination to launch iPad 10 in October decreased Q3 pill shipments.
Photograph: Apple

iPad shipments declined throughout the September quarter, however Apple blames the drop on launching the most recent fashions in October, a month later than ordinary.

That is solely the most recent drawback to bedevil iPad in 2022.

iPad income and shipments down in Q3 2022

Apple revealed Thursday that its income from iPad gross sales throughout the July-through September interval dropped 13% versus the identical interval of 2021. However Cupertino doesn’t announce what number of tablets it ships every quarter. It’s subsequently as much as market analysts to estimate the determine.

Technique Analytics says Q3 iPad unit shipments dropped 14% in comparison with the identical interval of the earlier yr.

Throughout a convention name with traders on Thursday, Apple CEO Tim Prepare dinner claimed the year-over-year decline in pill income got here from introducing new fashions in This fall relatively than Q3.

“A yr in the past, we launched iPads in September,” famous Prepare dinner. “We launched iPads this yr in October. The opposite level to recollect is that the iPad Professional had simply launched earlier than the quarter began within the yr in the past quarter so it was our first quarter of it. So it was an exceptionally robust iPad quarter a yr in the past and the launches have been actually key to to that efficiency.”

2022 was a rocky yr for iPad shipments

A brand new fundamental iPad mannequin launched every September going again to 2019. Apple waited a month this yr, presumably due to the availability chain issues that the corporate has struggled with since late 2021.

In January, iPad income and shipments have been decreased as a result of Apple couldn’t supply chips wanted to assemble the tablets. The issue continued within the March 2022 quarter, and once more within the June quarter.

However when speaking about Q3, Prepare dinner mentioned Thursday that, “I’m completely satisfied to report that throughout the quarter silicon-related provide constraints weren’t vital.”

So with the chip scarcity over and contemporary new tablets on retailer cabinets, the vacation purchasing season can be an opportunity for iPad to shine.


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