2 the explanation why demand for iPads could be very sturdy


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iPad 11 colors
The launch of the iPad 11 helped buoy pill shipments in Q1.
Photograph: Apple

iPad shipments shot up 14% yr over yr through the first three months of 2025, in line with a market evaluation agency. That marks the fourth quarter in a row with a rise in iPad demand.

Changing tablets purchased years in the past through the pandemic is simply one of many causes for the persevering with sturdy development.

Double-digit iPad cargo development in Q1 2025

Apple shipped 13.7 million tablets through the first quarter of 2025, up from 12.0 million in the identical interval the earlier yr — a 14.4% improve, and sufficient for Apple to manage 37% of the worldwide market. Cupertino doesn’t reveal what number of models it ships, so these figures are estimates by analysts with Canalys.

However Apple does announce how a lot income it took in from pill gross sales, and final quarter it was $6.4 billion, a 15.2% annual improve.

“The first driver of U.S. pill shipments was demand from a client refresh of pandemic-era tablets that are actually hitting 4 to 5 years of their lifecycle,” stated Kieren Jessop, analysis supervisor at Canalys.

The COVID-19 pandemic introduced an enormous rush in iPad gross sales, with hundreds of thousands of shoppers requested to work or attend faculty from residence. However, as Canalys notes, lots of these tablets are actually 5 years previous and prepared to get replaced.

Nonetheless, that didn’t assist Samsung. At the same time as Apple’s pill shipments grew in Q1 2025, its chief rival’s dropped 5.2%.

2023’s iPad drought is long gone

One more reason behind sturdy iPad gross sales is that Apple retains bringing out new fashions. The M3 iPad Air and iPad 11 each launched within the first quarter of this yr, for instance. And the M4 iPad Professional reached prospects in the course of final yr, together with the earlier iPad Air model. That’s in distinction to 2023, when not a single new pill got here out of Cupertino.

The distinction is evident in Apple shipments over the previous few years. Knowledge from Canalys exhibits that iPad shipments skilled annual declines each quarter of 2023, whereas the launch of the M4 iPad Professional in 2024 started 4 straight quarters of annual will increase.