Apple has been a leader in the tablet market for many years, and with the launch of the 11-inch and 13-inch M4 iPad Pro models, the company is poised to extend its lead. However, Huawei poses a threat to China's iPhone shipments and iPad OLED tablets, with Huawei accounting for 25% of the global market share, according to the latest data.
In the first quarter of 2024, Apple topped the list with 47% of OLED tablet shipments, followed by Huawei, and Samsung in third place. According to the report's analysis, OLED tablet shipments in the first quarter of 2024 increased by 131% year-on-year to a new high of 1.72 million. Microsoft also saw sequential growth as it prepares to launch its Surface Pro Copilot+ version 11 tablet. There were 15 OLED tablet models sourcing panels in Q1 2024, up from 13 in Q4 2023. The 13-inch M4 iPad Pro has the highest purchase share at 35 percent, followed by the 11.1-inch M4 iPad Pro (12.5 percent) and the Mate Pad Pro 11 (11 percent).
According to the latest market research report, Huawei's share of the OLED tablet market is growing steadily. Although the specific data has not yet been released, based on Huawei's strong performance in the smartphone market, it can be speculated that Huawei has also achieved good results in the field of OLED tablets. Especially in the first quarter of 2024, Huawei's shipments in the global OLED tablet market are expected to achieve significant growth, and its market share is expected to further expand.
Figure: Global OLED tablet shipments in the first quarter of 2024 (Source: DSCC)
The rise of Huawei's OLED tablets poses a potential threat to Apple. Apple has long dominated the OLED tablet market. However, with the addition of competitors such as Huawei, the market is becoming more and more competitive. With its strong technical strength and innovation capabilities, Huawei is gradually narrowing the gap with Apple and surpassing it in some aspects. For example, in terms of screen display, Huawei's OLED tablet performs well in terms of resolution, color reproduction, and contrast, which is on par with Apple's iPad Pro.
The rise of Huawei's OLED tablets has not only challenged Apple's dominance, but also driven the growth of global shipments. With the growing consumer demand for high-performance, high-quality tablets, the OLED tablet market is booming. Manufacturers such as Huawei have continuously innovated and optimized their products to improve their competitiveness and market acceptance, thereby driving the continuous growth of global shipments.
Looking to the future, Huawei's prospects in the OLED tablet market are very broad. With the continuous advancement of technology and the continuous growth of market demand, Huawei will continue to increase its investment and R&D efforts in the field of OLED tablets, and launch more innovative and competitive products. At the same time, Huawei will also strengthen cooperation with global partners to jointly promote the development of the OLED tablet market.
