{"id":25350,"date":"2026-08-10T12:15:45","date_gmt":"2026-08-10T10:15:45","guid":{"rendered":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wacom-t1-2026-les-tablettes-portables-rattrapent-le-ralentissement-cote-oem\/"},"modified":"2026-08-10T12:18:04","modified_gmt":"2026-08-10T10:18:04","slug":"wacom-t1-2026-les-tablettes-portables-rattrapent-le-ralentissement-cote-oem","status":"publish","type":"post","link":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wacom-t1-2026-les-tablettes-portables-rattrapent-le-ralentissement-cote-oem\/","title":{"rendered":"Wacom T1 2026 : les tablettes portables rattrapent le ralentissement c\u00f4t\u00e9 OEM"},"content":{"rendered":"\n

Sources : investors.wacom.com<\/a> et le Business Report Q1 FY2026 de Wacom Co., Ltd. (PDF officiel)<\/a>.<\/em><\/p>\n\n\n\n

Wacom vient de publier son rapport financier pour le premier trimestre de l’exercice 2026 (avril \u00e0 juin 2026), et le tableau est plus nuanc\u00e9 qu’il n’y para\u00eet. Sur le papier, le chiffre d’affaires recule. Mais derri\u00e8re cette baisse se cache une vraie bonne nouvelle pour les passionn\u00e9s de dessin num\u00e9rique : la gamme grand public, celle qui \u00e9quipe nos tablettes et nos \u00e9crans cr\u00e9atifs, tire son \u00e9pingle du jeu gr\u00e2ce \u00e0 une nouvelle g\u00e9n\u00e9ration de produits portables. D\u00e9cryptage d’un trimestre \u00e0 deux vitesses.<\/p>\n\n\n\n

Un chiffre d’affaires en repli, mais une rentabilit\u00e9 pr\u00e9serv\u00e9e<\/h2>\n\n\n\n

Sur la p\u00e9riode avril-juin 2026, Wacom affiche un chiffre d’affaires consolid\u00e9 de 22,66 milliards de yens<\/strong>, en retrait de 1,85 milliard par rapport \u00e0 l’an dernier \u00e0 la m\u00eame p\u00e9riode, et de 5,70 milliards par rapport au trimestre pr\u00e9c\u00e9dent. Cette derni\u00e8re baisse s’explique surtout par un effet saisonnier classique chez Wacom, dont l’activit\u00e9 industrielle conna\u00eet des cycles de commandes irr\u00e9guliers.<\/p>\n\n\n\n

Fait notable : malgr\u00e9 ce repli des ventes, le b\u00e9n\u00e9fice op\u00e9rationnel reste quasiment stable, \u00e0 2,72 milliards de yens, quasi identique \u00e0 l’an dernier. Autrement dit, Wacom vend un peu moins, mais gagne autant. La marge op\u00e9rationnelle progresse m\u00eame l\u00e9g\u00e8rement, \u00e0 12 %.<\/p>\n\n\n\n

Le business technologique (OEM) freine, plomb\u00e9 par les cycles produits<\/h2>\n\n\n\n

Du c\u00f4t\u00e9 de la Technology Solution Business<\/strong>, c’est-\u00e0-dire les technologies AES et EMR que Wacom int\u00e8gre chez des partenaires tiers (fabricants de smartphones, d’ordinateurs portables ou de tablettes), les ventes reculent nettement \u00e0 14,25 milliards de yens. Wacom pointe des changements dans les cycles de production de ses clients OEM, avec en particulier un net repli des ventes de la technologie EMR (-6,14 milliards de yens sur le trimestre).<\/p>\n\n\n\n

C’est ce segment, historiquement le plus gros contributeur au chiffre d’affaires du groupe, qui explique l’essentiel du recul global.<\/p>\n\n\n\n

Le segment grand public (Branded Business) fait figure de bonne surprise<\/h2>\n\n\n\n

C’est l\u00e0 que l’histoire devient int\u00e9ressante. Le segment Branded Business<\/strong>, celui qui regroupe les tablettes, \u00e9crans et accessoires vendus sous la marque Wacom, affiche au contraire une belle progression, \u00e0 8,41 milliards de yens. Le moteur de cette croissance ? La gamme Portable Creative<\/strong>, les tablettes cr\u00e9atives nomades lanc\u00e9es apr\u00e8s le deuxi\u00e8me trimestre 2025, dont les ventes ont \u00e9t\u00e9 multipli\u00e9es par huit sur un an, passant de 191 millions \u00e0 1,53 milliard de yens.<\/p>\n\n\n\n

En d\u00e9tail, sur ce trimestre, les ventes du Branded Business se r\u00e9partissent ainsi :<\/p>\n\n\n\n

    \n
  • \u00c9crans (Display) :<\/strong> 3,04 milliards de yens<\/li>\n
  • Tablettes \u00e0 stylet (Pen Tablet) :<\/strong> 1,98 milliard de yens<\/li>\n
  • Portable Creative :<\/strong> 1,53 milliard de yens, en forte hausse<\/li>\n
  • Autres produits et services :<\/strong> 1,87 milliard de yens<\/li>\n<\/ul>\n\n\n\n

    Autrement dit, pendant que l’activit\u00e9 industrielle ralentit, c’est bien la relation directe avec les cr\u00e9ateurs, illustrateurs et designers qui porte la croissance de Wacom.<\/p>\n\n\n\n

    Des pr\u00e9visions annuelles qui confirment la tendance<\/h2>\n\n\n\n

    Pour l’ensemble de l’exercice FY2026 (jusqu’\u00e0 mars 2027), Wacom vise un chiffre d’affaires total stable \u00e0 110 milliards de yens. Mais la r\u00e9partition interne change : le Technology Solution Business est attendu en l\u00e9ger repli, \u00e0 75 milliards de yens (contre 77,3 milliards l’an dernier), tandis que le Branded Business devrait continuer sa progression, \u00e0 35 milliards de yens (contre 32,7 milliards), port\u00e9e par la dynamique des produits portables.<\/p>\n\n\n\n

    Un signal coh\u00e9rent avec la strat\u00e9gie de long terme de l’entreprise, qui mise de plus en plus sur sa marque grand public pour compenser les \u00e0-coups de son activit\u00e9 de fournisseur technologique.<\/p>\n\n\n\n

    Pour aller plus loin, le rapport complet, incluant le plan strat\u00e9gique \u00ab Wacom Chapter 4 \u00bb et les pr\u00e9visions d\u00e9taill\u00e9es jusqu’en 2028, est disponible sur le site officiel des relations investisseurs de Wacom.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

    Sources : investors.wacom.com et le Business Report Q1 FY2026 de Wacom Co., Ltd. (PDF officiel). Wacom vient de publier son<\/p>\n","protected":false},"author":10,"featured_media":21949,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-25350","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wacom"],"yoast_head":"\nWacom T1 2026 : les tablettes portables rattrapent le ralentissement c\u00f4t\u00e9 OEM - WacometmaPomme<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wacom-t1-2026-les-tablettes-portables-rattrapent-le-ralentissement-cote-oem\/\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"L\u00e9a LIA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de 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