Overview

• Apple’s tablet segment grew 2.4% year-over-year in Q2, securing more than one-third of the global market share.
• Overall tablet shipments reached 38.3 million units in Q2.
• Vendors and consumers accelerated inventory stocking in the U.S. ahead of potential import tariffs, lifting quarterly sales.
• Apple’s refreshed 10.9-inch iPad and M3 iPad Air models spurred demand among budget and power users, followed by the May launch of the M4 iPad Pro.
• Education deployments in China and regional subsidies supported broad uptake, while Samsung, Lenovo, Amazon and Xiaomi all reported year-over-year shipment gains.