According to the ai vets APP, on November 1st, the preliminary data of the "Global Quarterly Personal Computing Device Tracker" report released by the international data company (IDC) showed that the global tablet shipments in the third quarter of 2024 reached 39.6 million units, a year-on-year increase of 20.4%. One of the reasons for the relatively high year-on-year growth rate this year is the sluggish performance of the market in 2023, but overall, the optimistic sentiment on the supply side is growing, which is a positive signal for the industry. Recently, the market has seen some product updates, with various channels actively stocking up to prepare for large promotional activities and the holiday season. Artificial intelligence technology is gradually being integrated into tablets, although most of the market is in the early stages except for the Co-Pilot+ on the microsoft Surface tablet. These innovations bring a wave of positive signals to the tablet market, stimulating consumer interest and are expected to drive up the average market price.

Highlights of major global market manufacturers in the third quarter of 2024:

Apple Car

Apple's shipments this quarter reached 12.6 million units, a slight year-on-year increase of 1.4%. The back-to-school season helped boost sales of the new iPad Air series products. However, due to high prices leading to a lack of attractiveness in emerging markets, the market performance of the new iPad Pro was below expectations.

Samsung

Samsung's shipments reached 7.1 million units, an 18.3% year-on-year increase. This quarter, Samsung launched a variety of high-end new products, including the AI-enabled Galaxy Tab S10 Ultra and Galaxy Tab S10+. At the same time, the low-end model Galaxy A9 drove Samsung tablets sales in most regions globally. In addition, the commercial market also became one of the important drivers of Samsung's shipment growth this quarter.

Amazon

Amazon re-entered the top 5 global tablet shipment volumes with a shipment volume of 4.6 million units, ranking third in the third quarter of 2024 with a year-on-year growth of 111.3%, increasing market share by 6 percentage points. At the end of this quarter, Amazon upgraded its Fire HD 8 model in AI functionality. In terms of sales, most of its third-quarter sales came from Prime Day promotions. Amazon has held two Prime Days this year, with most models participating in promotional activities.

Huawei

Huawei maintained its fourth position in the market, with a shipment volume of 3.2 million units in this quarter, a year-on-year growth of 44.1%. Huawei launched new products in both the consumer and commercial markets, boosting third-quarter shipments. The MatePad SE 11 significantly drove Huawei's tablet shipments this quarter with its cost-effective advantage.

Lenovo.

Lenovo's shipment volume increased by 14.7% year-on-year, reaching 3 million units. Due to the low base in the same period last year, Lenovo's shipment volume has grown in most regions globally this quarter. Its performance in the commercial market has also seen significant improvement. Regionally, the growth this quarter mainly came from China and Western Europe.

Anuroopa Nataraj, senior analyst of IDC's Global Mobile Device Tracking Report, stated that for tablet manufacturers, collaborating with educational institutions, enriching game and entertainment scene layouts, cross-device interconnection, and expanding applications in the healthcare sector are favorable opportunities to enhance their market competitiveness. Utilizing AI functionality to improve user experience will further drive manufacturers' development in the above-mentioned areas. Recent innovations in AI have begun to attract consumers willing to pay a premium for this. With the development of AI functions and applications, more and more consumers will prioritize such advanced features when purchasing smart devices.