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24 May 2016

Convertible and Detachable Devices Winning Over Consumers in Western Europe, Says IDC

LONDON, May 24, 2016 — According to the latest figures published by International Data Corporation (IDC), Western European shipments of ultraslim convertibles and detachables posted positive growth (44.7%) to account for 18.4% of total consumer shipments and 21.9% of commercial devices in 16Q1, up from 9.2% and 16.3% respectively a year ago. This trend is even more significant in the context of a contracting market. The Western European PC and tablet market contracted by 13.7% YoY in 16Q1, with total shipments reaching 18.2 million units. The decline was softer in the commercial segment, where the drop in shipments remained in single digits (-5.2% YoY), while consumer demand fell by 18.6% YoY.

Detachable shipments grew 190.4% on a YoY basis in Western Europe, from about 500,000 to 1.5 million units over the course of a year. On the PC side, despite a 12.9% decline in PCs in Western Europe, convertible notebooks grew by 12%, driven by consumer demand. In the consumer tablet market, the detachable form factor continues to gain popularity, with shipments increasing almost fourfold from the same quarter last year, to just below 1 million units. The performance seen in the convertible and detachable sectors highlights that purchases are driven by the need for portable, mobile, and functional solutions, and that despite the challenging market situation, these form factors have significant growth potential. The market uptake has been limited so far but with more choices in terms of brand and price point, a growing number of end users are being won over by the new value proposition.

"Customers are looking for solutions that allow for flexibility," said Andrea Minonne, research analyst, IDC EMEA Personal Computing. "We want to access information, create content, or communicate without constraints. Addressing such market demand represents an opportunity for IT vendors. Convertible notebooks and detachables are the most suitable device to guarantee functionality and mobility at the same time. Both form factors have been well received in the market and have gained momentum across Western Europe. Interestingly, growth in convertible notebooks and detachables in the first quarter of 2016 was above average in Germany, Italy, and Switzerland."

Detachables' penetration continues to increase among both enterprises and professionals, with half a million devices shipped in the first quarter of the year (up 92.9% YoY).

"Adoption among business users is only just starting," said Marta Fiorentini, research manager, IDC EMEA Personal Computing. "We expect an acceleration in detachable deployments in the coming months as companies evaluate the new and more powerful commercial designs that have recently been introduced. Interest from enterprises is clear and this form factor seems to be a perfect fit with their mobility strategies. In some countries, we also see detachable deployments taking place in the public sector, which is usually more traditional in its form factor choices and often challenged by budget constraints."

This trend is reflected in the evolution of the different ecosystems and consequently OS. In terms of OS dynamics, Windows continues to account for over half of the combined PC and tablet market — strengthening its overall position due to the success of Microsoft's detachable devices and increasing ODM designs for this form factor, which have increased its tablet market share to 13%. As for PCs, Windows continues to dominate the market but performed slightly below average in the first quarter of the year — despite strong awareness of Windows 10, consumers have been slow to upgrade their hardware, while in the commercial segment most users have only recently renewed their old XP machines.

Android/Chrome OS ranks second with Android maintaining its dominance in the tablet market (over 60%), despite declining annual volumes due to market saturation and weak consumer demand. Chrome OS is still a marginal operating system in volume terms, but it is slowly gaining some ground in certain geographies and in education in particular.

Apple continues to play a significant role in the market, especially in the premium segment. The new 9.7in. iPad Pro only started to ship in the last few days of the quarter, so has not yet had a major impact on iOS shipments in the first quarter, though it should boost the outlook for the rest of year. In the PC market, OS X continued to grow its market share from last year, supported by the continued success of the MacBook Pro line. Moreover, the new MacBook launch in April will sustain portable shipments for the rest of the year. Overall the large installed base of Apple devices in Europe, combined with an extensive number of applications, makes OS X/iOS users among the most attractive for companies like SAP, which recently signed a partnership agreement with Apple.

The "Others" group includes Linux and Ubuntu OS — the latter brought into the tablet market with devices from Spanish vendor BQ.

Western Europe PCs and Tablets: OS

16Q1 (Calendar Year, 000 Units)

OS

Unit Shipments 15Q1

Unit Shipments 16Q1

Unit % Share 15Q1

Unit % Share 16Q1

Unit Growth 15Q1 vs 16Q1

Windows

12,074

10,793

57.4%

59.4%

-10.6%

Android/Chrome OS

5,582

4,663

26.5%

25.7%

-16.5%

OS X/iOS

3,389

2,706

16.1%

14.9%

-20.2%

Others

4

2

0.0%

0.0%

-50.7%

Grand total

21,049

18,164

100.0%

100.0%

-13.7%

Note: Tablets include slate and detachable tablets. According to IDC's Taxonomy, a detachable tablet — previously referred to by IDC as a 2-in-1 — is designed to function as a standalone slate/tablet as well as a clamshell device through the addition of a physical detachable keyboard, specifically designed for the given tablet.

IDC's Quarterly Tablet Tracker provides unmatched market coverage and forecasts for the entire device space, covering PCs, tablets, and smartphones in more than 80 countries — providing fast, essential, and comprehensive market information across the entire connected device market.

For more information on IDC's EMEA Quarterly Tablet Tracker or other IDC client computing research services, contact Vice President Karine Paoli on +44 (0) 20 8987 7218 or at kpaoli@idc.com.

About IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,100 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For 50 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. You can learn more about IDC by visiting www.idc.com.

For more information, contact:

Chrystelle Labesque

+44 (0) 20 8987 7229

clabesque@idc.com



Marta Fiorentini

+44 (0) 20 8987 7239

mfiorentini@idc.com



Andrea Minonne

+44 (0) 20 8987 7181

aminonne@idc.com

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