Core Insights - The global tablet shipment reached approximately 36.9 million units in Q2 2025, representing a year-on-year growth of 9.5%, continuing the recovery trend since the second half of 2024 [1][2] - Key drivers of market growth include China's subsidy policies and promotional strategies, the release of new products stimulating demand in high-end and mid-range markets, and the increasing demand in educational and light productivity scenarios [1] Company Summaries Apple - Apple shipped around 12.7 million tablets in Q2 2025, a slight year-on-year increase of 2% [3] - The company accelerated supply chain shifts to mitigate global market volatility risks and intensified promotional efforts in regional markets, particularly in mainland China [3] Samsung - Samsung's tablet shipments were approximately 6.5 million units in Q2 2025, reflecting a minor decline of 1% year-on-year [4] - The company launched new models, Galaxy Tab S10 FE and S10 FE+, which positively impacted the FE series' shipment share, although the A series saw a significant decline due to tariff and supply chain adjustments [4] Xiaomi - Xiaomi's tablet shipments reached about 3.2 million units in Q2 2025, marking a substantial year-on-year growth of 52% [5] - The company launched several new products, including the high-end Xiaomi Pad 7 Ultra and the gaming-focused Redmi K Pad, which contributed to its significant shipment increase [5] Lenovo - Lenovo shipped approximately 2.9 million tablets in Q2 2025, achieving a year-on-year growth of 37% [6] - The company released multiple new products across various market segments, benefiting from China's subsidy policies and strong performance in both domestic and overseas markets [6] Huawei - Huawei's tablet shipments were around 2.7 million units in Q2 2025, with a year-on-year growth of 7% [7] - Despite not launching new products in the first half of the year, Huawei leveraged its brand influence and China's subsidy policies to achieve growth, particularly in the high-end OLED segment [7]

【WitsView整理】 据TCL华星官方微信消息，三星 近日 发布的 Galaxy Tab S10 FE、Galaxy Tab S10 FE+平板产品由TCL华星供屏。 据介绍，本次TCL华星为Galaxy Tab S10 FE和Galaxy Tab S10 FE+提供了两款高规格Incell显示 屏。Galaxy Tab S10 FE搭载了10.9英寸屏幕，Galaxy Tab S10 FE+则搭载了更大视野的13.1英寸大 屏，两款屏幕均采用16:10比例设计。 图片来源：三星 Galaxy Tab S10 FE和Galaxy Tab S10 FE+的屏幕，分别具备2.3K与2.8K超清分辨率，实现249与 259的高PPI像素密度，搭配DCI-P3广色域，画面表现优异。 此外，TCL华星提供的显示屏，支持可自动调整亮度对比度的Vision Booster技术，峰值亮度为600 尼特。两款产品支持90Hz的动态刷新率，交互体验更加流畅。 TCL华星表示，公司在显示领域与三星保持着重要的战略合作关系，尤其在产能与技术协同上，双 方合作频繁。2018年，TCL华星向三星供应LTPS手机；2019年，华星供应 ...