Core Viewpoint - Lenovo demonstrates strong competitiveness in the Chromebook and tablet markets, leading the global Chromebook market with a 31.3% share and achieving a 24.7% year-on-year growth in the tablet market in the first half of 2025 [1]. Chromebook Market Summary - In the first half of 2025, Lenovo shipped 3.453 million units of Chromebooks, capturing a market share of 31.3%, up from 27.3% in the same period of 2024, while the overall global Chromebook market saw a shipment of 11.035 million units, a 10.6% increase year-on-year [2][3]. - The significant growth in the Chromebook market is driven by the demand for device updates from Japan's GIGA school project, which has led to a more than 20-fold increase in Chromebook shipments in Japan [2]. - Lenovo's deep engagement in the education market, including participation in events like the "EDIX Tokyo" education exhibition, has strengthened its connections with educational decision-makers, further solidifying its leading position during this device update cycle [3]. Tablet Market Summary - In the second quarter of 2025, Lenovo shipped 3.098 million tablets, achieving a market share of 7.9% and a year-on-year growth rate of 24.7%, significantly above the industry average [4][5]. - The global tablet market experienced a 9% year-on-year growth in the second quarter, driven by consumer subsidy policies in China and global commercial bidding projects, alongside a wave of new product launches, particularly in the gaming tablet segment [5]. - Lenovo's Legion Tab gaming tablet has shown remarkable performance, with quarterly shipments doubling, becoming a key driver of growth in the tablet market [4]. Future Outlook - Lenovo's continuous growth stems from its ability to capture market trends and innovate products, particularly in the education sector through participation in global public sector procurement projects and in consumer electronics by breaking into niche categories like gaming tablets [6]. - With the advancement of global educational informatization and the acceleration of smart device ecosystem integration, Lenovo is expected to further expand its market influence and enhance the user experience in smart devices [6].

Canalys研究经理Kieren Jessop表示："除GIGA项目相关出货外，Chromebook在更广泛的亚洲市场前景也 十分积极，多个国家已将其作为2025年教育部署的优先选择。"联想凭借对本地化需求的精准把握和产 品竞争力，有望持续在日本及更广泛的亚洲市场占据关键先机。 在平板市场，2025年第二季度全球出货量同比增长9%，，环比增长5%。联想以310万台出货量、7.9% 的市场份额位列第四，同比增速24.7%，显著高于行业平均水平。其中，联想Legion Tab游戏平板表现 尤为抢眼，季度出货量实现翻倍增长，成为拉动增长的核心动力。 2025年8月5日，全球领先的智能设备厂商联想(00992)在Chromebook和平板市场持续展现强劲竞争力。 据市场研究机构Canalys最新数据，2025年上半年，联想以31.3%的市场份额稳居全球Chromebook市场 首位，同时在平板市场实现24.7%的同比增长，双赛道表现凸显其在智能设备领域的领先地位。 | 全球 Chromebook 出货量 (市场份额和年增长率) | | | | | | | --- | --- | --- | --- | --- | ...