Supply constraints and steep comparisons to the year-ago quarter faced off against strong Back-to-School demand and a tablet market gearing more and more towards productivity for hybrid work and more digitized classrooms. The result was a -10% drop in tablet shipments year-on-year, but market demand is still far stronger than it was pre-pandemic. As the COVID pandemic remains a key concern around the world, this tension between high demand and low component supply will test vendors and their channel partners as we enter the winter holiday season.
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