Apple(US:AAPL) 3 6 Ke·2025-10-09 23:52Core Viewpoint - The resurgence of small-sized tablets in the consumer electronics market is driven by new product launches and a shift in consumer preferences, following a period of decline in market presence [1][3][22]. Group 1: Market Trends - After three years of market contraction, small-sized tablets are expected to see a 9.2% increase in shipment volume in 2024, indicating a recovery in the segment [1]. - The small-sized tablet market had been largely neglected, with major brands like Apple and Android manufacturers showing limited updates and releases [1][3]. - The introduction of new models, such as the updated iPad mini and Xiaomi's Redmi K Pad, marks a renewed interest in small-sized tablets [3][22]. Group 2: Competitive Landscape - The launch of the iPad mini in 2012 established Apple's dominance in the small-sized tablet market, leading to a significant drop in competition from Android manufacturers [5][8]. - Android manufacturers struggled to compete with Apple's pricing strategy, which set a psychological price anchor at $399, making it difficult for them to maintain profitability while offering comparable products [7][16]. - The recent loosening of this price anchor, with the iPad mini's price increasing to $499, has provided Android manufacturers with more flexibility to innovate and compete [15][16]. Group 3: Product Development - Advances in mobile processor technology have allowed for better performance in small-sized tablets, making them suitable for gaming and entertainment, which has become a key selling point [22][23]. - The differentiation in product positioning has emerged, with small-sized tablets catering to gaming needs while larger tablets focus on productivity [24]. - New models from Huawei and Xiaomi are designed to meet high-performance standards, utilizing advanced processors and large batteries to enhance user experience [18][20]. Group 4: Future Outlook - The high-performance small-sized tablet market is projected to grow significantly, with an expected 45% increase in global shipments this year and a remarkable 116% growth in the Chinese market [20][28]. - The integration of gaming capabilities into small-sized tablets is likely to drive further demand, as these devices become more appealing to consumers seeking portable gaming solutions [22][24].