With the overall PC market running on fumes, one would expect the tablet market to be going full steam ahead. That doesn't seem to be the case, though.
Indeed, the latest numbers from IDC suggest that tablet and convertible shipments declined by 35.7% compared to the holiday quarter—and they only grew by 3.9% over the same quarter a year ago. IDC blames that sluggish performance on one of the same factors that's been causing the PC industry so much grief: users holding on to older hardware. IDC's Tom Mainelli names a couple of other factors, too:
The rise of large-screen phones and consumers who are holding on to their existing tablets for ever longer periods of time were both contributing factors to a weaker-than-anticipated quarter for tablets and 2-in-1s. . . . In addition, commercial growth has not been robust enough to offset the slowing of consumer shipments.
In addition to the overall shipment data, IDC's report includes market share figures for the top five players in the tablet and convertible segment. Here they are:
|Vendor||Q1 '14 units||Q1 '14 share||Q1 '13 units||Q1 '13 share|
|Apple||16.4 million||32.5%||19.5 million||40.2%|
|Samsung||11.2 million||22.3%||8.5 million||17.5%|
|Asus||2.5 million||5.0%||2.6 million||5.4%|
|Lenovo||2.1 million||4.1%||0.6 million||1.3%|
|Amazon||1.0 million||1.9%||1.8 million||3.7%|
|Others||17.2 million||34.2%||15.5 million||31.8%|
Apple is clearly losing ground, both in terms of shipments and market share. That's not news, though; Apple's own first-quarter financials told us as much. IDC's numbers show which players succeeded where Apple failed. It looks like Samsung did rather well, and so did Lenovo. Asus' shipments and market share were essentially flat, while Amazon saw perhaps the second-biggest slump after Apple. Surprisingly, the "others" category also expanded last quarter. I guess smaller tablet makers must be selling more devices.