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Insights Tag:Tablets
iOS Tablets Chips Away at Android Dominance in Q1 22
With numerous supply chain issues and disruptions affecting worldwide tablet shipments since Q1 2021, tablet market shares have shifted. Android tablets sales still lead the market, but the gap with Apple’s iOS is closing. Due to the tablet market reaching saturation, and newer volume-driving regions facing inflationary pressures and macro uncertainty, tablet shipments by OS are reflecting this change. According to Counterpoint Research’sTablet Market Tracker, global tablet shipments have shown some alleviation by recording shipment growths in 2021, however in Q1 2022 contracted by 9% QoQ.
Figure 1) Global Tablet Shipments by Operating System
Figure 2) Global Tablet Market Share by Operating System
Despite the launch of new tablet devices and Samsung’s growth in the quarter, Android OS tablets as a whole have declined significantly reaching their lowest shipments in almost two years. With a YoY and QoQ decrease of 11% and 14% respectively, Android OS accounts for approximately 90% of tablet shipment losses in Q1 2022. Android serves as the base OS for a diverse set of brands including Lenovo, Asus, Acer, and Dell, which all saw notable decreases in the quarter. This decline can be attributed to several factors, one being increasing inflationary pressures and economic slowdowns which have negatively affected low to mid-tier tablet segments. Consumer demand for Android tablets has waned. Additionally, because Android tablets do not possess distinguishable qualities other than proprietary UI overlays, loyalty to a specific brand remains relatively low with brand switching commonplace.
iOS on the other hand, maintained its growth trajectory in the quarter, with its market share growing by an additional 4% points. With iOS’s unmatched synergy in the iOS device ecosystems, high consumer loyalty, and optimization for many use cases, iOS tablets remain resilient to demand swings prevalent in the market. The release of the iPad Air 5 also helped iOS market share remain stable throughout Q1’s weak seasonality and rally iOS demand.
Windows, the third most popular tablet OS followed a similar trend to Android with a shipment reduction of 11% QoQ. Despite its drop, Windows OS remains consistent with its previous market share of 6% increasing by 1% point YoY, focusing on targeting distinct work and business applications without overlapping with that of Android and iOS users.
Because the tablet market is currently experiencing a multitude of complications ranging from component shortages, supply chain disruptions, and slowing demand, changes will likely occur at a slower pace. Android currently holds the majority of tablet shipments, however, if current market conditions persist, the gap between Android and iOS will likely narrow further.
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TCL演示了新的折叠的概念,最新的开发ices
Even as TCL unveiled two new foldable concepts and a full range of smartphones and tablets at MWC Barcelona on Sunday, select media persons and analysts were able to preview these devices in New York the week before. Here are the highlights:
Foldable future after Chicago smartphone failure
This is not the first time TCL has released foldable concept devices. Back in 2019, when Samsung was releasing its first foldables, TCL also showcased a clamshell foldable using its “DragonHinge” technology, which allows for bending displays in multiple directions. Following up on this in 2020, TCL showcased a tri-fold prototype that allows a smartphone to become a 10-inch tablet. A rollable mock-up was also previewed, but it wasn’t until now that TCL was ready to show a working version of the device.
TCL is learning from its “Chicago” foldable, which is a canceled clamshell foldable that was supposed to come to the market for $600-$700, compared to the $999 or above price of Samsung and Huawei foldables. The phone project was suspended indefinitely as component prices made the targeted price point unattainable, combined with the still small demand for foldables around the world. TCL still hopes to enter the market with a foldable, but the timing remains unclear for the moment. Counterpoint estimates that thepenetration rate of foldableswas less than 1% in 2021, but the category is growing, albeit slowly due to the premium nature of the devices.
The latest prototypes from TCL are the Fold n Roll, a working prototype of the aforementioned rollable display, and the Ultra Flex, a 360-degree folding smartphone that can be used as an outward-facing smaller screen as well as an 8-inch tablet-like device. The limited specs given out by TCL are as follows:
- Fold n Roll: 2880×2160 resolution with 360ppi, 8.8 inches when rolled out; roughly 7 inches when rolled in; 8mm thick when unfolded; 18mm thick when folded.
- Ultra Flex:01-inch PLP AMOLED screen; 2480×1860 resolution; supports active pen stylus.
TCL stressed that these devices were nowhere near production. What it wanted to do was demonstrate the sort of devices and concepts we could potentially be seeing two or three years from now. TCL’s R&D department is trying out different designs and form factors to see what is possible and what provides the best overall user experience. TCL is, of course, also showcasing these display and foldable technologies to potentially partner other OEMs looking to enter the foldable market. The foldable market remains heavily dominated by Samsung at this time.TCLis looking to position itself as a low-cost competitor in the future and these devices clearly demonstrate its continued commitment to the foldable segment. While these two devices do demonstrate TCL’s ambitions to cement itself as a foldable device and component maker, the two prototypes are still very much early-stage concepts with bugs and glitches. The Ultra Flex display stopped working on the day of the product demo and even had pieces come off the device when being tested for the flexibility of the display. The Fold n Roll also had some issues with getting the rolling mechanism to consistently roll in and roll out when pressing the roll button.
New 30 series comes out before one year of 20 series
TCL also introduced its all-new 30 series line-up — TCL 30 5G, TCL 30+, TCL 30, TCL 30 SE and TCL 30 E. Each of these devices is powered by a MediaTek processor and priced at €249 for the 30 5G. The remaining devices are priced between €139 and €200. US availability has yet to be announced. Recently, TCL launched the 30 XE 5G and Verizon-exclusive 30 V 5G, both positioned as affordable 5G devices for US prepaid markets primarily. TCL already has the 20 XE and 20 A 5G in theUS marketsince October 2021, making some of the price SKUs a bit crowded for the OEM with multiple offerings available. The launch timing for these 20 series devices was a bit delayed due to production issues caused by shortages. However, according to Counterpoint’s US Channel Share Tracker, the 20 XE has had a strong start in Metro by T-Mobile and is also gaining momentum inBoost. The new 30 series devices will offer customers more choice for affordable 5G devices and is a welcome refresh ahead of the US tax season. TCL is looking to expand its market share in the sub $200 segment and is finding some early success at some carriers.
NXTPAPER tablets, affordable connected tablets showcased
Previously just a concept, TCL showcased the NXTPAPER MAX 10 tablet, which delivers a paper-like reading and writing experience on a 10.36-inch NXTVISION display. The device will first launch in Asia. TCL also showed off new connected 4G and 5G tablets — TAB 10 HD 4G and TAB 10s 5G. The former is available in both Europe (€179) and Asia (€199), while the latter will just be available in Europe (€349). These devices were somewhat overshadowed by the new foldable concepts and smartphones, but they demonstrated TCL’s ambitions to capture more of the tablet market, especially in the low-to-mid tier.
Pandemic Push: Tablet Shipments up 53% YoY in Q1 2021
Boston, Toronto, London, Hong Kong, New Delhi, Beijing, Taipei, Seoul – June 14, 2021
The global tablet market saw a big revival during the pandemic, emerging from a long slump. The market grew by 19% YoY in 2020 due to the increasing demand for large-screen mobile devices spurred by remote work, online education and extended stay-at-home orders. Continuing the growth trajectory, the market grew 53% YoY in Q1 2021 after reaching a five-year high in Q4 2020, according toCounterpoint Research’s latest Global Tablet Market Report. However, in QoQ terms, it came down by 22% due to the quarter being an off-season period.
Major tablet makers ramped up production and shipments in 2020 to meet the increased demand.Appleand Samsung aggressively released and promoted new models. The two companies expanded their market shares throughout 2020. The top tablet makers seem to have benefited from less competition in the growing market. Many tablet players had earlier downsized or closed the business, while Huawei sharply lost its share due to theUS ban.
苹果公司在2020年全球销量超过33%的iPad单位than in 2019, and continued to lead the market, expanding its share to 37% in Q1 2021. Despite the off-season effect, Apple improved its performance in all major regions, particularly in Japan, where its sales continued to hit all-time highs.Senior Analyst Liz Leesaid, “The basic iPad models accounted for 56% of the overalliPad shipmentsin Q1 2021. The iPad Air and iPad Pro series came next with 19% and 18% shares, respectively. Since consumers are constantly concerned about prices and portability, the latest iPad 8 emerged as the top-selling model. Launched in October 2020, the iPad Air 4 ranked second on the bestseller list as it was a huge hit with consumers looking for cost-effectiveness as well as high specifications.”
Lee added, “The recently launched M1 iPad Pro carries big changes compared to the previous models. The initial consumer response has been highly positive. But Apple is currently grappling with supply chain constraints such as chip shortages and production issues related to the Liquid Retina XDR panel. Accordingly, we expect the M1 iPad Pro shipments to be able to soar in Q3 backed by supply stabilization. This growth will be maintained in Q4, in line with the peak season effect.”
Our detailed report‘Global Tablet Market Analysis, Q1 2021’is available for subscribing clients.
Feel free to contact us atpress(at)www.arena-ruc.comfor questions regarding our latest research and insights, and for press enquiries.
Background:
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
Analyst Contacts:
Counterpoint Research
press(at)www.arena-ruc.com
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MWC 2014: An Event it was
MWC 2014 Overview
This year’sMobile World Congressheld in Barcelona, provided the industry with the next iteration of smart, cheap and technologically advanced smartphones. The impact of slowing demand colliding with the industry’s increasing ability to supply is leading to ever more fierce competition. Low cost Android-based products were widely in evidence. With such ahigh degree of commoditizationtwo things become increasingly evident:
1. Differentiation is critical to stand out from the crowd, and
2.并不是所有将survive.
The major vendors are working hard to create thisdifferentiation– plying consumers with complimentary wearable devices as well aslarger form factordevices. Here’s our top of mind observations from MWC 2014. For a more in depth analysis, please give us a call or contact us via email.
Exploring New Areas:
Nokialaunched a big and potentially disruptive rock into the Android pondwith its launch of a series of Android Open Source Project (AOSP) devices. Nokia remains the world’s largest feature phone manufacturer and is also leading the Windows Phone insurrection with its Lumia sub-brand. Nokia is also in the final stages of being acquired by Microsoft. Nevertheless Nokia is boldly launching boldly colored low cost smartphones based on theAndroid open sourcefoundation. The clever part is that they’retearing out the Google GMS servicesand are replacing them with Microsoft’s own services (and some Nokia ones e.g. Here). Nokia has also created a quasi-Windows Phone UI look and feel. The offering will initially be comprised of three smartphones: Nokia X, X+ and XL. All phones have 4 inch LCD display (5 inch for the XL), 4GB internal storage and good quality cameras.Qualcommprovides the processor with all based on the Snapdragon 400. To lure the customers, Nokia will provide1-month free of Skype Premiumfor every Nokia X-family customer. Users will also get10 gb的免费storage to the MicrosoftOneDrivecloudservice forstorage. The X-series, while not cheap compared to some Android offerings, are cost effective, priced in the range of USD 115 to USD 140.
Cheaper LTE smartphones and cheapest smartphone:
Nokia’s new X-Series joined a slew of unremarkable and largely indistinguishable low cost Android smartphones that were everywhere at the event. In among them though there were some notable and interesting developments:
- Mozillais stepping up its efforts to penetrate the smartphone sector with its Firefox OS. It showed off aSpreadtrum-based reference design that it claims can be built into devices priced atUSD 25. When realized this willsignificantly undercut current and projected Android-based devices. However Firefox-based smartphones are also moving up the price curve.
- Alcatel OneTouchlaunched Fire S, aFirefoxsmartphone with a quad-core processor andLTEnetwork support taking Firefox based Open web devicesup the price-tiersalongside the cheaper Fire E and Fire C launches.
- Huaweialso joined the party launching itsfirstdual coreFirefox OSdevice. Operators from a number of emerging markets have expressed interest in offering the Firefox OS devices to move the huge installed base of cellular voice users to data plans.
- Other noticeable smartphone displayed at MWC and lost among the shiny Samsung Galaxy S5 launch was theSamsung Galaxy Core LTEwhich is one of the mostaffordable cat-4 LTE smartphone三星。它是由新的交钥匙LTE platformM320fromBroadcomwhich will be a one of the key volume drivers for Samsung in LTE smartphone wars this year.
- Our team also observed series of sub $200 retail low-cost LTE smartphone offerings from long tail of Chinese brands from Alcatel One Touch (TCL),Wiko(Tino),Gioneeand others which will catalyze the China LTE boom in the second half of 2014 and later.
Advanced Handset features:
While Samsung attracted a lot of media interest with its razzy Galaxy S5 launch, some of the smaller OEMs, like Gionee are also trying to break out from the crowd with surprisingly attractive products. Gionee launched Elife S5.5 smartphone, claimed to be the slimmest smartphone ever at 5.5mm. Also, it includes 13-megapixel rear camera with the world’s first 95 degree ultra-wide angle and 5-megapixel front camera, 5 inch of display and available in various colors.
Wearables – taking center stage:
Similar to CES 2014 hosted in Las Vegas, wearables made their mark at MWC 2014. Samsung launchedGear 2, Gear 2 Neo and Gear Fit, three devices that make up for several shortcomings in the original Galaxy Gear runningTizenand were in many ways the highlight of the Galaxy S5 launch – a product which while brilliant, doesn’t move the bar set by the Galaxy S4 up very much. Aside from Samsung’s gear there were many new wearables on display including anApple-ready hearing aidand associated smartphone app system fromResoundLinx. A fitness band fromSonycalled theSmartBand, which monitors sleep patterns and notifies the user with updates from social media. Similarly, Chinese OEMHuaweilaunchedTalkBand B1which is a combination of a fitness tracker and Bluetooth headset; it can be used for making calls, as well as the usual applications of tracking step counts and activity levels.
Despite the number and variety of wearables on display, we can’t help feeling that this segment has yet to find its vocation.
