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Strategy Analytics: Microsoft Breaks into Top Five Tablet Vendors amid Strong Productivity Demand

01/28/2022

Supply Constraints Limit All Major Vendors From Reaching High Market Demand and Shipments Fall -25% Year-on-Year

Microsoft cashed in on the need for mobile productivity devices with its massive Surface portfolio refresh and joined the ranks of the top global tablet vendors for the first time ever. Meanwhile, most vendors experienced setbacks in securing components to meet persistently high demand. According to a new report by Strategy Analytics, supply constraints held market growth to -25% year-on-year. Signs point to an easing of supply constraints in Q1 2022, but it remains to be seen whether that demand wait for tablet vendors to recover or if customers have moved on.

Exhibit: No Top Tablet Vendor Escaped Supply Constraints in Q4 2021* All figures are rounded (Source: Strategy Analytics, Inc.)

Exhibit: No Top Tablet Vendor Escaped Supply Constraints in Q4 2021* All figures are rounded (Source: Strategy Analytics, Inc.)

The full report from Strategy Analytics’ Connected Computing Devices (CCD) service, Preliminary Global Tablet Shipments and Market Share: Q4 2021 Results can be found here: https://www.strategyanalytics.com/access-services/devices/tablets-and-pcs/connected-computing-devices/market-data/report-detail/preliminary-global-tablet-shipments-and-market-share-q4-2021-results-270122

Eric Smith, Director – Connected Computing said, “Last year’s pre-vaccine holiday quarter was a tough one to compare against and when you add on the severe supply constraints impacting tablet vendors, it added up to a disappointing quarter. The maddening thing is, demand far exceeded supply at the end of 2021, holding back higher revenues for everyone. There are signs that supply shortages are easing already in 2022, but we are not guiding this situation to end until after summer.”

Chirag Upadhyay, Industry Analyst added, “For the entire year, total tablet shipments fell just -3% to 183.1 million units. Demand was steadily high through the year, but supply constraints caught up to all vendors by the end of the year. This is due to two factors. First, vendors prioritized notebook production to meet work-from-home and now hybrid work demand. Second, it was difficult to juggle sourcing components that tablets and smartphones share.”

  • Apple shipments (sell-in) fell -22% year-on-year to 14.6 million units in Q4 2021, with worldwide market share climbing 1 percentage point to 31% as the vendor outpaced the market
  • While remaining the top Android vendor, Samsung tablet shipments declined -28% year-on-year in Q4 2021 to 7.3 million units; market share declined by -0.7 percentage points to 16% during the same period
  • Amazon performed the best among Android vendors with its deep holiday discounts; shipments declined -13% to 5.8 million units and market share grew 1.7 percentage points to 12%
  • Lenovo tablet shipments broke a nine-quarter streak of growth to fall -17% during Q4 2021 to reach 4.6 million units; market share climbed 1 percentage point year-on-year to 10%
  • For the first time ever, Microsoft cracked the top five global vendor list with tablet shipments totaling 1.9 million units and a marginal -1% year-on-year growth rate; market share increased by 1 percentage point to 4%

Source: Strategy Analytics

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About Strategy Analytics

Strategy Analytics, Inc. is a global leader in supporting companies across their planning lifecycle through a range of customized market research solutions. Our multi-discipline capabilities include: industry research advisory services, customer insights, user experience design and innovation expertise, mobile consumer on-device tracking and business-to-business consulting competencies. With domain expertise in: smart devices, connected cars, intelligent home, service providers, IoT, strategic components and media, Strategy Analytics can develop a solution to meet your specific planning need. For more information, visit us at www.strategyanalytics.com

For more information about Strategy Analytics
Connected Computing Devices: Click here

Report contacts:
Eric Smith, +1 617 614 0752, esmith@strategyanalytics.com
Chirag Upadhyay, +44 1908 423 643, cupadhyay@strategyanalytics.com

Source: Strategy Analytics

Multimedia Files:

Exhibit: No Top Tablet Vendor Escaped Supply Constraints in Q4 2021* All figures are rounded (Source: Strategy Analytics, Inc.) 1280 x 720 jpg 184 KB
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