2025年第三季度全球平板电脑市场出货量同比增长4%，2026年前景强劲

Core Viewpoint - The article highlights the robust growth of Apple's iPad shipments in Q3 2025, driven by a balanced mix of high-end and basic models, with a projected 10% year-on-year growth in 2026 due to pent-up upgrade demand and technological advancements [4][6][7]. Group 1: iPad Market Performance - In Q3 2025, Apple's iPad shipments increased by 4% year-on-year, with high-end models playing a significant role while basic and smaller models provided stable support [4][7]. - The average selling price (ASP) of iPads slightly decreased due to seasonal education discounts and intensified price competition, but overall revenue remained stable [4]. - For the entire year of 2025, iPad total revenue is expected to benefit from the increased market share of high-end models [7]. Group 2: Future Outlook - In 2026, iPad shipments are projected to grow by approximately 10% year-on-year, with a slight increase in the contribution from basic models and sustained strength from high-end models [6][7]. - Key technological changes, such as the broader adoption of OLED panels and the introduction of new high-end devices, are anticipated to stimulate demand [6]. - Apple's market share is expected to temporarily rise to nearly 40%, marking one of its strongest performances in recent years and solidifying its leadership in the global tablet market [6].