Industry Overview - In Q3 2025, global tablet shipments reached 38.5 million units, reflecting a year-on-year growth of 2% [2][4] - The market is characterized by a weak recovery, primarily driven by inventory updates and structural improvements [2] - The global tablet shipment is projected to reach 147 million units in 2025, continuing the trend of year-on-year growth [2] Market Dynamics - The demand structure is influenced by promotional strategies, generational product transitions, and differentiated new products [2] - However, entering 2026, the market may face growth reversal risks due to rising prices of core components like memory [2][3] - Brands with weaker bargaining power and supply chain capabilities will be more significantly impacted by these pressures [2][3] Brand Performance - Apple maintained its market leadership with shipments of approximately 14.5 million units in Q3 2025, a 9% increase year-on-year [5] - Lenovo showed remarkable performance with shipments of about 3.5 million units, marking a substantial growth of 32% year-on-year, reclaiming the third position globally [6] - Samsung's shipments were around 6.4 million units, experiencing a slight decline of 2% due to product lifecycle mismatches [5] - Huawei's shipments were approximately 2.9 million units, showing a minor decline of 1% as it focused on new product launches [6] - Xiaomi's shipments were about 2.7 million units, reflecting a decrease of 6% year-on-year [4]

Core Insights - The ongoing Double Eleven shopping festival has led to significant price comparisons for Apple products across various platforms, with a recommendation for consumers to choose JD.com for better deals [1] Pricing Comparison - iPhone 16 (128G) is priced at ¥4,899 on Tmall, ¥5,399 on Douyin, and ¥4,399 on JD.com, highlighting JD.com as the most affordable option [2] - iPhone 16 Pro (512G) and iPhone 16 Pro Max (512G) are out of stock on Tmall and Douyin, while JD.com offers them at ¥8,999 and ¥9,599 respectively, with additional discounts available [2] - iPad Pro 11-inch M5 (256G) is priced at ¥8,499 on Tmall, ¥8,999 on Douyin, and can be purchased for ¥8,299 on JD.com with additional coupons [6] - iPad Air 11-inch (128G) is available for ¥3,099 on Tmall, ¥4,799 on Douyin, and only ¥2,899 on JD.com, making it the cheapest option [6] Promotions and Discounts - JD.com offers a ¥400 trade-in subsidy for iPhone Air, while Tmall and Douyin do not provide any discounts [2] - For iPhone 16 series, JD.com allows users to redeem an ¥800 coupon, making the final price only ¥4,399, which is significantly lower than competitors [4] - JD.com provides additional benefits for Apple Watch S11, with the same price as Pinduoduo but with trade-in and national subsidy options, making it a better deal overall [8] Additional Offers - Consumers purchasing iCloud on JD.com can enjoy a 15% discount, and there are options for screen repair insurance for iPhone 17, enhancing the value proposition [9] - JD.com also offers a chance to grab a ¥2,100 trade-in coupon for the iPhone 17 series, further incentivizing purchases [9]