Inflation has gripped household budgets and consumer sentiment is on the decline, yet mobile computing demand persists as user behaviors favor hybrid work and tablet shipments continue to outpace pre-pandemic levels. Tablet demand in Q2 2022 followed this pattern of higher shipments for premium and detachable tablets, thus favoring Apple, Windows OEMs, and to some extent, Samsung – pushing Android market share down to 49%. Mounting macro-economic pressures, lower consumer sentiment, the evolving threat of COVID, and a prolonged Russia/Ukraine conflict could turn the second half of the year much more challenging.