The global tablet market entered a downcycle in 2Q, with shipments declining 10% YoY to 36 million units, Omdia's latest research showed. This marked the first time in recent years that tablet shipments broke the seasonal trend of QoQ growth in 2Q propelled by back-to-school demand.

Apple Inc. (AAPL.US) charted global iPad shipments of 13.5 million units in 2Q. Despite a 7.5% YoY decline, it accounted for 38% of global iPad shipments and maintained its leading position. Samsung remained the second-largest tablet vendor, with tablet shipments approaching 6 million units, down 13% YoY.

Among leading vendors, LENOVO GROUP (00992.HK) was the only company to achieve shipment growth, with shipments increasing 27% YoY. While part of the growth was driven by genuine end-user demand, it was also supported by channel inventory stocking ahead of expected price increases and major retail promotional campaigns.

XIAOMI-W (01810.HK) ranked fourth, with tablet shipments of 2.8 million units, down 7% YoY. Its performance continued to be supported by strong domestic demand and stable momentum across other Asia-Pacific regions. Huawei ranked fifth with shipments of 2.7 million units, representing a 16% YoY decline.

Looking ahead, Omdia Research Manager Himani Mukka said that under the current environment of constrained component supply, vendors are unlikely to broadly prioritize the tablet category. Instead, they will concentrate limited resources on flagship and premium models, further shifting their product portfolios toward high-end devices.
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AASTOCKS Financial News
Website: www.aastocks.com

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