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Apple's iPad shipments are expected remain stable in the second quarter of this year, despite the impact of global chip shortages, according to a new report.

new-ipad-pro-11-inch.jpg

The ongoing integrated chip shortage has been caused by supply chain issues that arose during the global health crisis and weather-related events like the freeze in Texas that shut down Austin chip plants.

As chip factories struggled to keep up with standard outputs during the pandemic, demand surged as people purchased devices for an at-home lifestyle, leading to higher prices. As a result, electronics companies bought up all available supply, leading chip makers to run at capacity.

So far, the shortage has only had minor impacts on the tablet market, which continues to follow its seasonal pattern. Global tablet shipments totaled 35.95 million units in the first quarter of 2021, down 22.7% sequentially, but 45.5% on year, according to DigiTimes.

However, the release of new iPad Pro models will help Apple buck declining trends in the global market, according to the report, with most non-Apple brands expected to witness sequential declines in second-quarter shipments.
The sequential shipment decline in the first quarter was due to slow-season effect and volumes in the second quarter are expected to continue suffering from seasonality, witnessing a sequential drop of 6.6%, Digitimes Research's figures show.
Unbranded or "white-box" tablet vendors are said to have been seriously hit by the shortages and have watched their market shares being taken over by inexpensive models by brand vendors. DigiTimes reports that white-box tablets could be at risk of disappearing from the market altogether in 2022.

Despite Apple's ability to remain unscathed by the chip shortage in Q2, Bloomberg reports that its 12.9-inch iPad Pro may be in short supply when it launches on May 21 due to production issues of the mini-LED display being used in the device.

Overall, Apple will seen an impact from the chip shortages and says it expects to see a sequential decline of approximately $3 to $4 billion revenue in the third-quarter of 2021 due to ‌iPad‌ and Mac supply constraints. Apple says a combination of the shortages and a very high level of demand for both ‌iPad‌ and Mac is expected to impact revenue in the second half of 2021.

Article Link: iPad Shipments to Stay Stable in Second Quarter Despite Chip Shortages
 

LeeW

macrumors 68040
Feb 5, 2017
3,111
6,025
Over the hill and far away
In the UK at least all 11" iPads are still showing May 24 or thereabouts, the 12.9" is into June, no surprise, most are heading in the direction of the XDR display.
 

ChrisMoBro

macrumors 6502a
Oct 31, 2016
716
2,896
Delivery of my 11" iPad Pro just slipped from May 21-28 to June 4-11. Ordered on April 30th.
My 12.9 did exactly the same. I ordered through their business team and the confirmation email was only sent yesterday, even though it was ordered on the 30th at 1 pm. Within an hour of getting the confirmation email, the dates slipped from May 21st to June 3-10.
 

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Hayden_

macrumors member
Jan 26, 2021
66
230
I bought the iPad Pro 11" 128 GB in the UK on Saturday, and it said Express Delivery between the 24th and 28th May. Originally on the Friday it said 21st May to the 28th, but it has gone a bit further back but only by a few days.

65qZxIh.png
 

James Godfrey

macrumors 68000
Oct 13, 2011
1,666
1,274
What I would like to know is exactly what ‘issues’ they have had with the miniLED displays… I am hoping it is just shortage of chips etc… rather than technical issues which could materialise to the end user.
 

Nikita_K

macrumors newbie
May 4, 2021
19
30
I just want a new simple iPad with a laminated display with the old iPad Air design. The air gap in my iPad 6 is bad for writing with the Apple Pencil :(
 

GuruZac

macrumors 68020
Sep 9, 2015
2,254
5,352
What I would like to know is exactly what ‘issues’ they have had with the miniLED displays… I am hoping it is just shortage of chips etc… rather than technical issues which could materialise to the end user.
Is it issues with the display? I thought the demand for M1 powered products was pushing chip manufacture hard leading to talk of potential production constraints. Apple now has 5 different products, all in fairly high to high demand using the M1 SoC - iPad Pro 11”, iPad Pro 12.9”, MacBook Air, MacBook Pro, iMac.
 

Andregant

macrumors member
Sep 15, 2016
31
38
Fair questions all around from everyone: what problems are Apple having? Is it related the mini display? Are there other technical issues? Is it a supply problem? Or is it all of the above?

Id rather the problems be supply related instead of technical problems.
 
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Sasparilla

macrumors 68000
Jul 6, 2012
1,705
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Nice to see. Apple's long term supply chain planning, invesments and contracts have many benefits. Not that we won't run into some as time goes on, but they're doing amazingly well in all this.
 

James Godfrey

macrumors 68000
Oct 13, 2011
1,666
1,274
Fair questions all around from everyone: what problems are Apple having? Is it related the mini display? Are there other technical issues? Is it a supply problem? Or is it all of the above?

Id rather the problems be supply related instead of technical problems.
I should imagine it won’t affect the end user, most likely just supply constraints. There will probably be a few bad apples in the wild, but not enough for apple to delay production…

If the miniLED displays weren’t up to standard I doubt apple would have released 6 months before the 18 month refresh cycle… they would have just waited until later in the year.
 

iStorm

macrumors 6502
Sep 18, 2012
437
562
Check other retailers. Costco Target Sams Club and Best Buy are still offering May 21st delivery.
Yep. Walmart even has the new 11-inch iPad Pro for $50 off (128GB & 256GB models). Surprised they haven't sold out yet. All the others are.
 
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