Core Viewpoint - The global tablet market is experiencing a significant decline, with a projected shipment volume of approximately 137 million units in 2023, representing a year-on-year decrease of 16% [1]. Group 1: Market Performance - The tablet market's decline is more pronounced compared to other consumer electronics, with laptops and smartphones seeing decreases of 12% and 3.9% respectively [1]. - Various market research firms have reported similar trends, with another source estimating a shipment volume of around 132 million units for 2023, reflecting an 18.2% drop [1]. Group 2: Vendor Analysis - The top five tablet vendors in 2023 were Apple, Samsung, Amazon, Lenovo, and Huawei, holding market shares of 38%, 19%, 8%, 7%, and 4% respectively [2]. - Xiaomi experienced rapid growth in Q4 2023, with shipments increasing by 113% year-on-year to 1.7 million units, allowing it to enter the global top five for the first time [3]. Group 3: Competitive Landscape - Apple's iPad shipments fell to 14.3 million units in Q4 2023, a 21% decline, resulting in a market share drop to 36% [5]. - The Android tablet segment increased its market share to 52%, the highest in nearly three years, despite a decrease in total shipments to 20 million units [5]. Group 4: Future Outlook - TechInsights anticipates that Apple will refresh its iPad product line in 2024, which could lead to a market recovery, driven by significant technological updates including OLED displays for high-end models [5]. - Overall, the tablet market is expected to show moderate recovery in 2024, with an estimated shipment volume of approximately 138 million units, reflecting a year-on-year growth of about 4.1% [5].
三星联想等蚕食苹果平板电脑份额，小米首次挤进前五