Productivity capabilities are highly desired in the mobile computing market as hybrid working and digitized learning are becoming more common. Notebooks have been prioritized to meet this need, but Windows tablets as a whole performed better than the tablet market average in Q4 2021. Microsoft cashed in on this need with its massive Surface portfolio refresh, despite most vendors experiencing setbacks in securing components to meet persistently high demand. Signs point to an easing of supply constraints in Q1, but will that demand wait for tablet vendors to recover?
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