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idc的数据让我想起 evans 在 ipad pro 发售前的那篇文章
http://ben-evans.com/benedictevans/2015/11/7/mobile-ecosystems-and-the-death-of-pcs

evans 的文章标题直译就是 移动，生态系统与个人电脑之死 内容自然是论证

idc的数据就下面几个点

全世界平板出货环比下降
detachable devices （比如 ipad pro 比如 windows 2 in 1设备）出货增长两倍以上
而传统平板（主要指 sans keyboard 平板，额 其实这么说也不准确 毕竟 ipad android tablet 也都可以接键盘的）出货急剧下降
ipad pro 很明显在这个季度在 detachable devices 市场中领跑

FRAMINGHAM, Mass., February 1, 2016 – Despite the holiday season, the worldwide tablet market declined yet again in the fourth quarter of 2015 (4Q15) with 65.9 million units shipped, down -13.7% year over year, according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Tablet Tracker. Total shipments for 2015 were 206.8 million, down -10.1% from 230.1 million in the prior year. Despite the market's negative trajectory overall, shipments for detachable tablets reached an all-time high of 8.1 million devices.

The transition towards detachable devices appears to be in full swing as pure slate tablets experienced their greatest annual decline to date of -21.1%. On the other hand, detachable tablets more than doubled their shipments since the fourth quarter of last year.

"This quarter was unique as we had new detachables in the market from all three of the major platform players," said Jitesh Ubrani, Senior Research Analyst with IDC's Worldwide Quarterly Mobile Device Trackers. "Despite lukewarm reviews, the iPad Pro was the clear winner this season as it was the top selling detachable, surpassing notable entries from Microsoft and other PC vendors. It's also important to note that the transition towards detachable tablets has presented positive opportunities for both Apple and Microsoft. However, Google's recent foray into this space has been rather lackluster as the Android platform will require a lot more refinement to achieve any measurable success."

Perhaps the most interesting trend to note is that prices on slate tablets have not yet hit rock bottom. Amazon’s $50 (or $42 for bulk shoppers) tablet was the holiday season's surprise hit, garnering the number 3 rank among the worldwide top 5. Rival vendors like Huawei and Lenovo also continued to focus on the low end while also expanding outside their home country China.

"One of the biggest reasons why detachables are growing so fast is because end users are seeing those devices as PC replacements," said Jean Philippe Bouchard, Research Director, Tablets at IDC. "We believe Apple sold just over two million iPad Pros while Microsoft sold around 1.6 million Surface devices, a majority of which were Surface Pro and not the more affordable Surface 3. With these results, it's clear that price is not the most important feature considered when acquiring a detachable – performance is."

Tablet Vendor Highlights

Apple's reign as market leader continued in 4Q15 though the company faced a -24.8% year-over-year decline. With the successful launch of the iPad Pro, the company was able to curb the decline in iPad revenues as its model mix shifted towards higher priced iPads.

Samsung managed to keep its second position in the market though it did decline by -18.1% compared to last year. Samsung is the vendor with the deepest tablet portfolio and manages to reach multiple price points and screen sizes, a position that will facilitate the transition to detachables in 2016.

Amazon's latest Kindle iteration piqued everyone's interest with its low price point, allowing Amazon's annual growth to reach 175.7%, the highest amongst the top 5. Amazon's success in the tablet market has thus far been purely based on price. While this bodes well during the holiday season, it's unlikely the Kindle's success will continue in the remainder of the year.

Lenovo maintained its market share in the last quarter of 2015, shipping 3.2 million units for a -13.5% decline over the same period last year. However, the Yoga, MIIX, and Thinkpad brands' combined traditional PC savoir faire should help Lenovo regain market share in 2016.

Huawei's focus remains on cellular-connected tablets and international expansion. The company has positioned itself well in the adjacent smartphone market and its popularity is likely to bleed over into the tablet market.

本帖最后由 iou90 于 2016-2-2 09:46 通过手机版编辑

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原帖由 @ff_cactus  于 2016-2-2 10:07 发表
那看来这个领域以后没安卓虚拟机什么事了。

detachable devices 之前是 windows 2 in 1 在耕耘 surface pro 3 爆发
然后这个季度是 ipad pro 推泼助澜 成为领跑

android tablet 也不算全无亮点，但...
Amazon's latest Kindle iteration piqued everyone's interest with its low price point, allowing Amazon's annual growth to reach 175.7%, the highest amongst the top 5. Amazon's success in the tablet market has thus far been purely based on price. While this bodes well during the holiday season, it's unlikely the Kindle's success will continue in the remainder of the year.