Story image

IDC: Tablets stay dead, notebooks keep head above water

06 Dec 18

Unit shipments for the global personal computing devices market, comprised of traditional PCs (desktops, notebooks and workstations) and tablets, is expected to decline 3.9% in 2018, according to the latest forecast from the IDC Worldwide Quarterly Personal Computing Device Tracker.

This contraction is expected to continue throughout the forecast period as the market further shrinks to 378.3 million units shipped in 2022 with a compound annual growth rate (CAGR) of -1.8%.

The forecast incorporates an updated set of assumptions, which reflect both areas of growth as well as concern.

Tablets, once hailed as the biggest threat to notebooks, once again saw disappointing numbers in the third quarter of 2018 and the outlook has been scaled back compared to the previous forecast.

More specifically, slate tablets have been in decline since 2015 and are expected to contract over the five-year forecast with a CAGR of -5.8%.

Even though the pace of the slate decline has slowed, continued pressure from smartphones, limited innovations, and the further increase in slate life cycles are likely to weigh against volume recovery.

The forecast for detachable tablets was also adjusted downwards toward a more conservative growth trajectory because of market consolidation and increased challenges to consumer adoption, although IDC sees improvement from some verticals like education and finance.

Traditional PCs are also expected to struggle, especially desktops, but there are brighter spots such as gaming, business PC upgrades, and an expanding presence for higher-end notebooks.

Notebooks and mobile workstations still command the largest product category volume and its share within total PCD devices are expected to grow the most through 2022.

Chrome OS, which is the dominant operating system within the global education notebook market, is expected to make gains in the consumer and business installed base.

Improvements in the Windows value proposition also means gains for higher-end systems, such as convertible notebooks filling in markets where detachable tablets have faltered.

"In the short term, the traditional PC market will see some impact from a processor shortage, which is expected to affect lower-end SKUs more significantly," says IDC personal computing devices tracker research manager Jay Chou.

"But with the commercial upgrade heading into its final stretch over the next year or so, we believe that will drive much of the focus and volume, with opportunities across the pricing spectrum."

"In 2018, we've seen the detachable category waver as important product announcements were pushed to the last quarter of the year," adds devices and displays senior research analyst Lauren Guenveur.

"For the first time since the form factor's introduction, annual volumes are expected to be down compared to the previous year. However, we expect the market will recover in 2019 as new products from Apple, Microsoft, Samsung, and Google become more readily available."

Object-based storage over-looked by Aussies, survey shows
Hitachi Vantara has sponsored an IDC survey looking at the technology’s usage and adoption barriers across Asia Pacific.
One Identity a Visionary in Magic Quad for PAM
One Identity was recognised in the Gartner Magic Quadrant for Privileged Access Management for completeness of vision and ability to execute.
Accenture 'largest Oracle Cloud integrator in A/NZ'
Accenture has bought out Oracle Software-as-a-Service provider PrimeQ, which now makes Accenture the largest Oracle Cloud systems integrator in Australia and New Zealand.
How to keep network infrastructure secure and available
Two OVH executives have weighed in on how network infrastructure and the challenges in that space will be evolving in the coming year.
White box losing out to brands in 100 GE switching market
H3C, Cisco and Huawei have all gained share in the growing competition in the data centre switching market.
Gartner names newcomer Exabeam a leader in SIEM
The vendor landscape for SIEM is evolving, with recent entrants bringing technologies optimised for analytics use cases.
52mil users affected by Google+’s second data breach
Google+ APIs will be shut down within the next 90 days, and the consumer platform will be disabled in April 2019 instead of August 2019 as originally planned.
Genesys PureCloud generates triple-digit revenue growth year on year
In Australia and New Zealand, the company boosted PureCloud revenue by nearly 100%.