| Cult of Mac

Apple still can’t keep up with iPad demand

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Brydge 11 Max+ keyboard case is built for hardcore iPad Pro users
There's plenty of demand for tablets as low-cost alternatives to traditional computers.
Photo: Brydge

iPad shipments declined modestly in the Q2 2022, but not because people don’t want Apple tablets. iPad is still suffering from component shortages that slow production.

This was the second quarter in a row that Apple couldn’t make enough iPadOS units to meet demand.

Apple takes title as world’s No. 1 computer-maker

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Apple takes title as world’s No. 1 computer-maker
All of these are computers, and all contributed to Apple’s share of the global computer market.
Photo: Ed Hardy/Cult of Mac

Apple shipped more computers in the first three months of 2022 than any of its rivals, according to a market research firm. Increasing Mac sales helped Apple take the top spot away from Lenovo in the global market for laptops, desktops and tablets.

Apple could have done even better but supply constraints cut into the number of iPads it was able to ship.

Chip shortage drags iPad shipments down 5%

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New budget iPad 9 gets better video chat, doubles storage
Apple still can't keep up with demand for iPad 9.
Photo: Apple

Apple shipped 4.6% fewer tablets in the first three months of 2022 than it did during the same period of 2021, according to a market research firm. The iPad-maker blames the shortfall on the global chip shortage preventing it from making enough devices to meet demand.

This is the second quarter in a row that iPad shipments have been hurt by component shortages.

Lightning strikes for Apple again, but storm clouds are on the horizon

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Apple warns that supply chain constraints will take a heavy toll in coming months.
Apple warns that supply chain constraints will take a heavy toll in coming months.
Photo: Raychel Sanner/Unsplash License/Cult of Mac

The first three months of 2022 were good to Apple, with revenue setting a quarterly record. But the company warned on Thursday that problems getting components and assembling products will take a nasty chunk out of revenue for the current quarter. The hit will to be between $4 billion and $8 billion.

But there’s also plenty of good news in from the conference call CEO Tim Cook had with investors after Apple’s March quarter results were announced.

Chip shortages cripple iPad shipments

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iPadOS 15 split-view multitasking
The global chip shortage hit Apple in the iPads last quarter.
Screenshot: Apple

The lone dark spot in Apple’s otherwise bright Q4 earnings report was iPad. And analysts are out with their estimates of how bad the damage was, with Apple’s quarterly tablet shipments possibly dropping as much as 21% year over year.

The only good news for Apple is that the drop off wasn‘t because of low demand. It couldn’t get the necessary parts to make sufficient devices to meet demand.

Here’s everything you need to know about Apple’s biggest quarter ever

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Despite the challenges of the COVID-19 pandemic, Apple achieved its
Despite the challenges of the COVID-19 pandemic, Apple achieved its "biggest quarter ever," Tim Cook said
Photo: Elena Mozhvilo/Unsplash license

Apple sold a crazy number of iPhones and Macs during the December quarter. And the result is what CEO Tim Cook called the company’s “biggest quarter ever.”

Take a deeper dive into the details to see how Apple was so very successful.

iPad shipments grow even as pandemic wanes

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There are no iPad or iPhone purchases limits
iPad shipments are up. The same can’t be said about Android tablets, though.
Photo: Apple/Cult of Mac

iPad shipments boomed during the Covid-19 pandemic but there were predictions of steep declines as people returned to offices and classrooms. If that’s going to happen, it didn’t start in the third quarter of 2021 as iPad shipments actually rose year over year.

Shipments of Android tablets did drop during the July-to-September period, however.

iPad sales continue to be hot, hot, hot

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There are no iPad or iPhone purchases limits
iPad shipments last quarter are up about 50% from where they were two years ago.
Photo: Apple/Cult of Mac

iPad sales kicked onto high gear in 2020 and haven’t slowed down since. In the April-through-June quarter of 2021,
Apple shipped around 15 million tablets, roughly 50% higher than shipments in the same period two years ago.

Smashed records, short supplies and other takeaways from Apple’s record Q3

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Smashed records, short supplies and other takeaways from Apple's record Q3
Apple broke records in multiple types of revenue last quarter, from Macs to Services. And its installed base of user hit a new record, too.
Photo: Cult of Mac/EverythingSuperMario

Apple just revealed that its made heaps of money last quarter. It broke all kinds of revenue records, and Mac, iPhone and iPad contributed strongly to the total.

But there are also some dark clouds in Apple future. Read on to get the good news and bad from the company’s most recent financial earnings results.

Heavy iPad demand leads to amazing shipment numbers

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iPad Air 4 comes in a range of colors.
Demand for iPad and all tablets remains robust.
Screenshot: Apple

iPad shipments increased a whopping 75% during the first quarter of the year over same period of 2020, according a market analysis firm. It’s the result of people needing computers to work and learn from home as the pandemic drags on.

Other tablet makers saw strong Q1 2021 growth as well, but iPad continues to dominate the market.