What They Say
Digitimes Research said that tablet shipments rose 20% to 38.4 million units with increased orders from Apple. Apple and Samsung accounted for nearly 60% of volume in Q3 (Apple was 38.2%). However, the firm said that Q4 is likely to be down 9% because of economic headwinds. The top-5 tablet brands worldwide in order were Apple, Samsung, Amazon, Lenovo, and Huawei in the third quarter and together contributed around 80% of worldwide shipments.
Although Amazon’s 8″ and 10″ tablets enjoyed stable shipments, the US e-commerce giant only saw its market share win slightly against Lenovo by 1pp in the third quarter.
In terms of sizes, the combined shipment share of 10.x-inch and above tablets increased from 80.6% in the second quarter to 84.4% in the third quarter. The 10.x-inch sector alone accounted for 57.7% of all volumes in the quarter.
Taiwanese ODMs supplied 38.9% of the global market.
What We Think
Digitimes said that the Galaxy Tab A series (the A7 10.4″ is shown below) has been doing well for Samsung. (BR)
