Tablet Market Resilient in Western Europe in 1Q17

According to the latest figures published by IDC, the tablet market in Western Europe posted a slight 1.7% YoY contraction. In total, 7.1 million devices were shipped in the region, a performance above expectations that shows some resilience in the tablet market after many quarters of decline.

The recovery in Android-based slates in consumer and the continuous progress of tablet in enterprise were the main drivers of 1Q17 results. Detachable tablets grew 5.8% YoY and continued to positively impact the market, there was particular traction in the commercial segment, with strong 16.6% YoY growth.

Overall, the commercial segment performed positively with 5.4% YoY growth. Android- and iOS-based devices with keyboards, mainly adopted by enterprises to address the specific needs of certain groups of users in various sectors, drove detachable growth in the commercial segment in 1Q17.

As expected the adoption of Windows-based detachables slowed down in 1Q17. Several factors affected the penetration of Windows, such as the growing focus on convertibles by major OEMs, sluggish Windows 10 adoption in large and very large corporations, and the lack of a Surface Pro refresh.

Despite the growth in detachables, the major contribution for a stronger-than-anticipated tablet performance in Western Europe came from Android-based slates, which have always been the largest part of the market. Their affordability and the diversity of brands available continued to attract a large number of consumers but until recently this category has been strongly affected by the erosion in the consumer demand.

In 1Q17 Android slates had their first YoY increase since 3Q14 (4.8%) and contributed to the larger-than-expected volume in the market. Major OEMs like Samsung and Huawei posted YoY growth, pushing their midrange 10in. offers. Most prominent vendors have moved out from the entry-level space and now operate in the €200+ price bands, due to the low profitability of that part of the market, which has been dominated by white brands and Amazon Fire 7.

Samsung posted growth and gained the top position in Western Europe thanks to its strong positioning in slates. Apple introduced its new iPad late in the quarter and that should sustain a stronger second quarter. iOS-based devices still account for around 50% of all tablets above €600. Lenovo closed the top 3 and gained share due to a stronger performance than the market.

Top 5 Vendors: Western Europe 1Q17 (Preliminary) (000 Units)

Source: IDC