Amazon.com, Inc. (NASDAQ:AMZN), Huwei, And Apple Inc. (NASDAQ:AAPL) Bucks The Overall Falling Tablet Trend

Amazon.com, Inc. (NASDAQ:AMZN), Huwei, And Apple Inc. (NASDAQ:AAPL) have bucked the overall tablet trend to post growth in the fourth quarter. The online retailer was the biggest gainer while Lenovo and Samsung suffered the largest drops in the space. The overall tablet market fell 7.9 percent in the December quarter.

Detachable Table Grows

According to an IDC statement, the detachable tablet market jumped 10.3 percent to 6.5 million units in the fourth quarter from the preceding holiday season. For the full year too, the segment grew 1.6 percent compared to 24 percent growth seen in the preceding year. Some of the weakness was attributed to the unveiling of high-profile devices such as the Surface that was off schedule. As a result, there was less demand for older models on shelves.

Other than the detachable tablets, slate tablets volume reached 43.1 million units in the fourth quarter. For the full year, the volume was 141.7 million units. As end-user demand slowed considerably during the past few years, the year 2017 saw a drop of 7.6 percent from the previous year period.

Amazon Bucks The Trend

Significantly, Amazon has witnessed 50.3 percent year-over-year jump in unit shipments to 7.7 million. As a result, its market share climbed to 15.6 percent from 9.6 percent and reached the second spot.
On the other hand, though Apple bucked the overall market trend, its year-on-year uptick was only 0.6 percent during the holiday season quarter. The technology bellwether could ship about 13.2 million units in the fourth quarter and maintained its leadership position with 26.6 percent market share, up from 24.3 percent in the year-ago period.

Huawei has recorded 11.9 percent growth in unit shipments to 3.5 million and enjoyed a market share of 7.1 percent. The company’s share was 5.9 percent in the previous year period.

Significant Drops

Lenovo witnessed the biggest drop of 13.1 percent to 3.5 million units while Samsung recorded 13.0 percent fall to 7.0 million units. These two firms market share also fell to 6.2 percent and 14.1 percent from 6.6 percent and 14.9 percent respectively.

Commenting on the data, IDC’s senior research analyst, Lauren Guenveur, said, “With the first wave of Windows on ARM products expected to begin shipping in the second quarter of 2018, we believe the detachables category has the potential to continue its growth trajectory. Many of these products are being introduced at the premium end of the market. What remains glaringly sparse, and needed, are strong players in the mid-segment of the market.”

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