iPad shipments more than doubled in China in Q1

AppleInsider refers to Canalys' report claiming that iPad shipments are more than doubled year over year in 2023 Q1.

A report from Canalys seen by AppleInsider shows that shipments of the iPad more than doubled YoY in China for Q1 2023. The tablet market was particularly strong for the quarter, with 38% growth in total.
The report says Apple's market share also jumped by about 13% to 38.4% YoY.


Reference: iPad shipments more than doubled in China for Q1 versus 2022

Apple increases iPhone marketshare in declining smartphone market

Counterpoint report shows declining market for smartphones in US. However, Apple seems to be performing better than average.

  • Shipments declined 17% YoY in Q1 2023 due to inventory correction and weak consumer demand.
  • Apple increased its market share to 53% in Q1 2023 from 49% in Q1 2022.

As regards to tablets, their shipments are also on decline according to Canalys. Here, Apple's share grew from 38.6% to 38.9%.

Counterpoint: US Smartphone Shipments Decline in Q1 2023 Amid High Inflation, Inventory Correction; Apple Share Up

Canalys: Tablet shipments fall to below pre-pandemic levels with 18% decline


iPhone overtook Android phones in US last quarter

iPhones overtook Android phones in US. Last study shows that more than 50% of smartphones used in US are iPhones.

Premium segment (phones that cost $1000+) is fully dominated by Apple – iPhone market share here is 78%.

In measuring the total iPhone US market share, Counterpoint Research is looking not just at new sales, but at the total number of active smartphone users – what is known as the “active installed base.”



Mixed reports of Mac shipments in Q2, both agreeing on PC market decline

According to Gartner report Apple shipped 6.4 million Macs during Q2, up from 5.8 million year over year. That makes 9.3% growth in shipments.

On the other hand IDC reports decline in Mac shipments together with whole PC market. This might be related to release of MacBook Air with M2 chip, which was announced on WWDC22 and became available early July. IDC reports shipments of 4.8 million Macs in Q2 and 6.2 million one year ago which results in 22.5% decline for Mac shipments.

Apple is yet to announce its financial results.


Survey shows that 87% of US teenagers use iPhone

Survey report shows that 87% of US teenagers use iPhone.

Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey. We view the elevated penetration and intention are important for a maturing premium smartphone market. In addition, these trends are encouraging as the company continues to introduce new 5G iPhones, which could provide a significant product cycle refresh. We think these positive trends can also be a catalyst for further services growth as well, as the install base for Apple hardware continues to grow.

Piper Sandler

Analyst firm Piper Sandler's approximately twice yearly survey of teenagers in America shows that iPhone ownership is up 1% to 87% since its last report. At the same time, the new figures claim 88% of teenagers say their next phone will be an iPhone, which is down 1% from the last report.


Report: Taking Stock With Teens

Reference: Gen Z survey says 87% of US teenagers own an iPhone