China's tablet market shipments totaled 8.11 million units in 1Q26, down 4.8% YoY, indicating a clear shift in market growth momentum from the previous dual drivers of "replacement demand + policy support" toward a more rational adjustment phase led by product competitiveness and genuine demand, according to IDC.
This transition will inevitably be accompanied by short-term pressure on shipment volumes, but in the long run, it represents a necessary path toward market maturity.
In 1Q26, Huawei ranked first among Chinas tablet vendors, with market share shrinking 1.3 ppts YoY to 33.2%. Apple Inc. (AAPL.US) followed, with market share rising 1.2 ppts YoY to 23.7%. XIAOMI-W (01810.HK) ranked third with a 10.6% market share, down 6.2% YoY. Honor and LENOVO GROUP (00992.HK) accounted for 8.6% and 6.6% of market share, ranking fourth and fifth, respectively.
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AASTOCKS Financial News
Website: www.aastocks.com
| SG Top Picks |
| Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
| LENOV (C) |
13260 |
30 (-) |
0.096 |
2.4 X |
| LENOV (C) |
29864 |
24 (-) |
0.405 |
3.1 X |
| LENOV (P) |
13262 |
23 (-) |
0.132 |
1.2 X |
| LENOV (P) |
29899 |
13.2 (-) |
0.071 |
3.2 X |
| XIAOMI (C) |
27542 |
35.9 (-) |
0.066 |
3.3 X |
| XIAOMI (C) |
13152 |
34.88 (-) |
0.096 |
6.3 X |
| XIAOMI (Bull) |
56595 |
24.1 (24.5) |
0.020 |
13.0 X |
| XIAOMI (Bull) |
66508 |
23.6 (24) |
0.026 |
10.0 X |
| XIAOMI (Bear) |
64630 |
30.4 (30) |
0.037 |
7.0 X |
| XIAOMI (Bear) |
55680 |
29.4 (29) |
0.030 |
8.6 X |
| APPLE (C) |
11132 |
300 (-) |
0.305 |
7.8 X |
| APPLE (P) |
11063 |
248 (-) |
0.091 |
8.3 X |
