Research firm IDC is out today with new data on the state of the tablet and 2-in-1 market in the first quarter of 2014. As you might expect after Apple’s most recent earnings report, Q1 unit shipments of iPad were down by 3 million from 19.5 million to 16.4 million between 2013 and 2014. For its part, Apple attributes its Q1 2013 iPad sales as inflated due to demand for iPad mini in Q4 2012 being fulfilled in the following quarter when supply was less constrained.
That may be, but the iPad also saw a drop in tablet market share between the first quarter of 2013 and the first quarter of 2014. According to IDC’s data, Apple dropped from 40.2% market share in Q1 2013 to 32.5% market share in Q1 2014 while Samsung saw unit shipments increase as well as marketshare. Despite Samsung’s gains, though, Apple still dominates the tablet market more than any other one company leading Samsung by 10 percentage points in market share.
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“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,” said Tom Mainelli, IDC Program Vice President, Devices and Displays. “In addition, commercial growth has not been robust enough to offset the slowing of consumer shipments.”
While Apple is indeed leading in market share with nearly a third of tablets (and 2-1 devices being included) sold being an iPad, the data does trend toward growth slowing down and not picking up as 2013 saw fewer tablets sold than 2012 per Gartner and this year already continuing that direction. However, increased unit shipments from Samsung, Lenovo, and others do show a slight increase in tablets sold in the first quarter of each year.