Core Insights - Apple is transitioning its iPad and MacBook Air to OLED screens, with the iPad Air expected to launch in Spring 2026 and the MacBook Air in 2028, marking a significant shift in its product lineup [3][4][12] - The move to OLED is driven by competitive pressure from Android manufacturers, which have been offering high-refresh-rate screens and advanced features at lower price points [5][6][7] - The change to OLED screens is not just a hardware upgrade but a strategic response to market demands and user expectations for better display quality [7][10] Market Dynamics - In 2024, Huawei leads the Chinese tablet market with a 32.3% share, while Apple's share has dropped to 26.6%, down from 33.6% in 2023, indicating a need for Apple to reassess its competitive strategy [6] - The overall tablet market in China is expected to grow by 4.3% in 2024, highlighting the competitive landscape that Apple must navigate [6] Product Strategy - The introduction of OLED screens will redefine the positioning of Apple's iPad lineup, with the iPad Air becoming a key player in the mid-range segment, while the Pro models will cater to professional users [12][13] - Apple's strategy involves maintaining a clear distinction between its iPad and Mac product lines, despite the increasing overlap in functionality and performance [15][16][18] - The company aims to enhance the user experience through software updates and ecosystem integration, while still prioritizing touch functionality over a full merger with macOS [18][19]
安卓阵营集体围攻,iPad要靠OLED屏幕救场?