iPad is still Apple's second biggest device despite long term decline

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in iPad

A new report claims that despite overall sales declining, Apple's iPad continues to sell steadily, and is second only to the iPhone.

An iPad Air displaying colorful widgets and apps on a sofa with a gray textured fabric.
iPad Air 2024



While the iPad dominates the US market, overall it's sales have been declining, and the latest models reportedly failed to reverse that trend. Nonetheness, the Consumer Intelligence Research Partners (CIRP) says in a new report, that iPad sales are chiefly stable.

Apple does not release detailed sales data, so information such as CIRP's has to come from surveys. CIRP also does not give actual sales figures though, so its use solely of percentages is only illustrative of the differences between the iPad models.

It claims, for instance, that the iPad Pro is the dominant model within Apple's tablet lineup. Nearly 50% of all iPad units sold in the most recent quarter were iPad Pro models.

The base iPad saw strong demand as well, capturing roughly one-third of total iPad sales. However, the iPad Air has seen a noticeable decline in its market share. This model accounted for about 13% of unit sales, down from its previous performance a year earlier when it captured closer to a quarter of iPad sales.

Although CIRP's report lacks any actual figures, it is claimed to represent sales in the quarter up to the end of September.
Apple itself does say that Q4 2024 saw iPad sales revenue of $6.95 billion, marking a 7.9% increase from the same quarter in 2023.

Bar chart comparing iPad model percentages in September 2023 and 2024: iPad, iPad Pro, iPad Air, and iPad mini.
iPad models for quarters ending in September. Image credit: CIRP



Despite this increase, iPad revenue trails significantly behind the iPhone, which generated $43.81 billion in the same period. CIRP claims that it is, though, still ahead of the Mac.



Read on AppleInsider

aponfar

Comments

  • Reply 1 of 14
    thttht Posts: 5,681member
    If true, amazed how much the Pro models sells. This is also true of surveys of MBP vs MBA models and desktops too.
    watto_cobra
  • Reply 2 of 14
    Any time you make a list, one item will be at the top and one item will be at the bottom.

    Long ago, before there was dirt, I was in a High School Latin class. My daily test scores put me 3rd from the bottom. Eventually, the two students below me dropped out. In the next test event, I appeared at the bottom of the list. The teacher asked why my performance had dropped. I told him my "level" had not changed. It was just that the two people below me had dropped out. The teacher didn't bother me again.

    (Note - I had a profound hearing loss that no one told me about until I failed my Army Physical during the Viet Nam ... police action. Reading/writing different languages is a normal challenge. Hearing a foreign language is a no-go).

    So it doesn't matter if items are at the top or bottom of a Gross Sales list. The important thing is they are selling. An iPad Mini may be at only 9%, but how is it doing compared to its competition. ... Oh, that's right, there is NO competition for that handy, very portable, device.
    DAalsethStrangeDaysOferdewmeiOS_Guy80danoxwatto_cobra
  • Reply 3 of 14
    DAalsethDAalseth Posts: 3,046member
    The thing is that iPads have gotten so good at what they do that they don’t need to be replaced every couple of years. I’m running an M1 iPP. Do I want to upgrade to the latest model? No, there’s no reason to. It runs and does everything I want. I got it planning on 5 years of use. Honestly right now I wouldn’t be surprised to get 10 out of it. It’s that solid. IPad sales trends may be more a reflection of them being exceedingly solid devices, market saturation, and Apple’s inability to position it as a laptop replacement. 
    edited November 13 dewmewatto_cobra
  • Reply 4 of 14
    mpantonempantone Posts: 2,253member
    Once again, too much fixation on raw revenue figures and unit sales. 

    Let's remind some people here why Apple stays in product categories:

    GROSS MARGINS


    As we know, Apple's gross margins are higher on pro-monikered products. If Average Sales Price (ASP) continues to climb, Apple will continue to pursue the market.

    Remember that gross unit sales -- or the fact that any product generates revenue -- isn't a reason for Apple to stay in a market. Exhibit A: iPod.

    It might be enough for other companies but not Apple. They didn't make it to a $3 trillion market capitalization by selling stuff at razor thin margins. Any American adult with a retirement account or pension plan should have some understanding of how Apple runs its business because your future retirement leans heavily on Apple's success in running a business with fat margins.
    edited November 13 dewmewatto_cobra
  • Reply 5 of 14
    thttht Posts: 5,681member
    DAalseth said:
    The thing is that iPads have gotten so good at what they do that they don’t need to be replaced every couple of years. I’m running an M1 iPP. Do I want to upgrade to the latest model? No, there’s no reason to. It runs and does everything I want. I got it planning on 5 years of use. Honestly right now I wouldn’t be surprised to get 10 out of it. It’s that solid. IPad sales trends may be more a reflection of them being exceedingly solid devices, market saturation, and Apple’s inability to position it as a laptop replacement. 
    Heh, I'm still on my iPP10.5. Getting a little frustrating though as the last OS update is a bit too much for the hardware, it doesn't get any new spiffy features, and it's basically time to upgrade. Stage Manager is, what, 4 years old now? Haven't used it all. 

    There is still a lot of room to go forward with and iterate upon imo, for all the iPads. It's basically a permanent platform like a PC or Mac now. 


    dewmewatto_cobra
  • Reply 6 of 14
    auxioauxio Posts: 2,763member
    tht said:
    DAalseth said:
    The thing is that iPads have gotten so good at what they do that they don’t need to be replaced every couple of years. I’m running an M1 iPP. Do I want to upgrade to the latest model? No, there’s no reason to. It runs and does everything I want. I got it planning on 5 years of use. Honestly right now I wouldn’t be surprised to get 10 out of it. It’s that solid. IPad sales trends may be more a reflection of them being exceedingly solid devices, market saturation, and Apple’s inability to position it as a laptop replacement. 
    Heh, I'm still on my iPP10.5. Getting a little frustrating though as the last OS update is a bit too much for the hardware, it doesn't get any new spiffy features, and it's basically time to upgrade. Stage Manager is, what, 4 years old now? Haven't used it all. 

    There is still a lot of room to go forward with and iterate upon imo, for all the iPads. It's basically a permanent platform like a PC or Mac now. 
    I'm still on a 1st gen iPP, though the latest major release of iPadOS finally dropped support for it. Still a fantastic portable media consumption device.
    edited November 13 dewmewatto_cobra
  • Reply 7 of 14
    Color me amused. There is no scenario under which I would buy this over a say MBA.  However there are a plenty of people with specific use cases/workflows for these. Given that its not surprising if the Pro's are the largest selling. As a general purpose device a laptop is of much more value.... unless if you want it for your 6 year old.
  • Reply 8 of 14
    tht said:
    If true, amazed how much the Pro models sells. This is also true of surveys of MBP vs MBA models and desktops too.
    Makes perfect sense.  People that use their iPads for only basic tasks / content consumption are choosing the entry-level iPad since it accomplishes that very well.  For those that want to use their iPad for content creation or as a "laptop replacement" (for lack of a better word), are choosing iPad Pro.
    watto_cobra
  • Reply 9 of 14
    Since I retired my iPad has become the computer of choice. Use both the Mini 7 and Pro 13, both with Apple Pencil pros attached and running the latest public beta version of iPadOS.
    canukstormwatto_cobra
  • Reply 10 of 14
    thttht Posts: 5,681member
    tht said:
    If true, amazed how much the Pro models sells. This is also true of surveys of MBP vs MBA models and desktops too.
    Makes perfect sense.  People that use their iPads for only basic tasks / content consumption are choosing the entry-level iPad since it accomplishes that very well.  For those that want to use their iPad for content creation or as a "laptop replacement" (for lack of a better word), are choosing iPad Pro.
    Well, more people are choosing the Pro models over the cheap models, by 50% to 100%. ;)

    That's amazing. You can get an iPad 10th gen for $300 this Fall, or a 3x to 4x cheaper than the Pro models. I have to wonder what exactly are the demographics buying iPads, and what they use it for.
    watto_cobra
  • Reply 11 of 14
    eriamjheriamjh Posts: 1,762member
    Apple itself does say that Q4 2024 saw iPad sales revenue of $6.95 billion, marking a 7.9% increase from the same quarter in 2023.

    Wow.  Nearly $7B in iPad revenue in a single quarter.   Q4 is likely even bigger.  And those margins are awesome.

    It's silly to compare just about anything to iPhone revenue.   I think it's the biggest revenue for any single category of a tech device in the world for any single company.


    watto_cobra
  • Reply 12 of 14

    My iPad and watch have completely replaced my iPhone. They together do everything my phone does that’s important to me. I haven’t picked up my iPhone in a couple of months and I always have an iPad and wear my watch wherever I go and wherever I am at home.
    watto_cobra
  • Reply 13 of 14
    aponfar said:

    My iPad and watch have completely replaced my iPhone. They together do everything my phone does that’s important to me. I haven’t picked up my iPhone in a couple of months and I always have an iPad and wear my watch wherever I go and wherever I am at home.
    Do you have the  cellular version of Apple Watch?
    watto_cobra
  • Reply 14 of 14
    saareksaarek Posts: 1,581member
    The biggest issue, as I see it, is that for most people the iPad remains a secondary device behind their iPhone and their “real” computer and therefore an optional expense. 

    Even those that do not own a traditional PC will probably be able to achieve the vast majority of their needs on their iPhone.

    That doesn’t make the iPad a bad product, it’s simply not a must have for most people.
    edited November 16 bala1234watto_cobra
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