Apple(US:AAPL) 远川研究所·2025-10-09 13:10Core Viewpoint - The article discusses the resurgence of small-sized tablets in the consumer electronics market, highlighting a 9.2% growth in shipment volume after three years of decline, driven by new product launches from major brands like Apple, Xiaomi, and Huawei [6][8][24]. Group 1: Market Dynamics - The small-sized tablet market had been largely neglected, overshadowed by other consumer electronics like smartwatches and gaming devices, but is now experiencing a revival [6][8]. - The introduction of new models, such as the updated iPad mini and Xiaomi's Redmi K Pad, indicates a renewed interest from manufacturers in this segment [8][24]. - The competitive landscape has shifted, with Android manufacturers now able to explore higher pricing strategies due to the loosening of the previous $399 price anchor set by Apple [23][24]. Group 2: Historical Context - The small-sized tablet category was pioneered by Samsung's Galaxy Tab 7.0 in 2010, which prompted other companies like Google and Amazon to enter the market with competitive pricing [10][11]. - Apple's iPad mini, launched in 2012, solidified its dominance in the small tablet market, achieving sales of 10 million units in its first quarter, significantly outpacing competitors [11][13]. - The market dynamics shifted as Android manufacturers struggled to compete with Apple's pricing and profit margins, leading to a decline in their small tablet offerings [16][21]. Group 3: Technological Advancements - Advances in mobile processor technology have led to a performance surplus in tablets, allowing for a differentiation in usage scenarios between entertainment and productivity [29][30]. - The smaller form factor of 8-inch tablets is now seen as ideal for gaming, providing better ergonomics and battery life compared to larger devices [31][33]. - The latest models from Huawei and Xiaomi are designed to cater to gaming needs, featuring high-performance processors and large batteries, positioning them as competitive alternatives to larger tablets [24][31]. Group 4: Future Outlook - The market for high-performance small-sized tablets is projected to grow significantly, with an expected 45% increase in global shipments this year and a remarkable 116% growth in the Chinese market [25][27]. - The resurgence of small-sized tablets is further supported by the increasing demand for mobile gaming, which aligns well with the capabilities of these devices [27][28].