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Tablet Market Posts 5th Quarter of Growth but Supply Constraints Limit Progress

by Eric Smith | 7月 29, 2021

Hybrid work and more digitized classrooms continue to drive record tablet demand midway through 2021, as Apple, Samsung, Lenovo, and Amazon all posted strong results.However, supply constraints negatively affected some major vendors from meeting high demand slightly earlier than expected, raising questions about what the second half of the year will bring. As the COVID pandemic remains a key concern around the world, this tension between high demand and low component supply will test vendors and their channel partners as both Back to School and winter holiday shopping looms.

Tablet shipments were essentially flat in Q2 2021 at 45.2 million units compared to Q1 2021 as supply constraints started hitting the tablet market faster than anticipated. Hybrid working and virtual learning options continue to fuel high demand for mobile computing devices, but vendors are expected to face increasing supply shortages for the rest of 2021. If higher component and transportation costs make their way into tablet price tags as expected, the competitive environment for mobile computing devices will be intense.

Exhibit: Double Digit Growth for Most Top Tablet Vendors in Q2 20211

Tablet Vendors in Q2 2021 

1 All figures are rounded

For more information, our tablet vendor tracker can be found here:
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