

Core Insights - Global tablet shipments are projected to grow by 8.5% year-on-year in Q1 2025, reaching 36.8 million units, driven by device refresh cycles in consumer and education markets [1][3] Market Performance - The Greater China region experienced a surge in consumer demand during the New Year period, supported by government subsidies and promotional discounts, making it the fastest-growing major market [3] - In the U.S., uncertainty around tariffs led to a spike in tablet imports in January, but a double-digit decline in shipments was observed in February following the announcement of tariff exemptions [1][3] Company Performance - Apple maintained its market share with iPad shipments reaching 13.7 million units, a 14% increase year-on-year [5] - Samsung ranked second with 6.6 million units shipped, experiencing a 5.2% decline [5] - Xiaomi saw significant growth, with shipments of 3.1 million units, marking a 56% increase and a 2% rise in market share [5] - Lenovo shipped 2.5 million units, up 19% year-on-year, while Huawei shipped 2.4 million units, holding a 6.5% market share despite a 12.5% decline [5][6] Market Trends - Over 50% of B2B channel partners expect business growth in 2025, indicating a growing acceptance of tablets as practical computing alternatives in the workplace [5] - The commercial tablet market remains weak, but opportunities in the education sector are expected to grow due to government initiatives and large-scale public tender projects [3][5]