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china’s tablet market is undergoing a major reshuffle: why huawei can beat apple to retain the top spot

2024-10-03

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[cnmo] at the end of september, market analysis agency canalys released the latest report, announcing tablet shipments and annual growth rate data in mainland china in the second quarter of 2024. data shows that huawei’s tablet shipments in the second quarter were 2.05 million units, with a market share of 26%, and an annual growth rate of 66%, while apple’s second quarter shipments were 2.018 million units, with a market share of 26%, and an annual growth rate of 66%. is -14%. the following brands are xiaomi, honor, and lenovo, with the top five brands accounting for 78% of the market share.

among them, two brands, huawei and honor, are particularly eye-catching, both achieving annual growth rates of more than 60%. huawei competes with apple at the top, while honor pursues it with all its strength and completes its counterattack with rapidly growing market share. today, we will take a look at the tablet market, which was difficult for apple to shake in the past, and why it was surpassed by huawei.and this kind of transcendence is likely to become the norm for market reversal as huawei terminals gain momentum, which is actually a good thing for domestic tablet manufacturers.

by this year, huawei has been in the tablet field for more than ten years. ten years ago, you didn’t know me. ten years later, it has become the leader in the tablet market. currently, huawei tablets have formed four series of products: matepad, matepad se, matepad air, and matepad pro, targeting different consumer groups and price ranges, covering prices ranging from as low as 1,000 yuan to as high as 10,000 yuan. such a product matrix allows consumers to choose the product that best suits them, whether it is audio-visual entertainment or painting creation, etc., all of them can be satisfied with one product.

in addition to the complete product matrix, huawei has accurately distinguished each series of products and created differentiated functions.let users get a unique experience after making a choice. take matepad se as an example. at this price, huawei wants to provide consumers with configurations such as a large eye-protecting screen, hongmeng system, and an all-metal body. the higher-end matepad pro series will provide better screen quality, more powerful hongmeng system, thinner and lighter body, more shocking sound effects, etc. it can be said that the product strength is fully enhanced, and it can make consumers investors feel that their choice is worth the money.

in fact, whether in the mobile phone or tablet industry, there is a saying that "huawei's high-end products are more cost-effective", and this consumer perception is also the result of huawei's decades of hard work in the industry. . maybe at first it sounds like it’s trying to dissuade everyone from buying mid- to low-end huawei products, but then i think about it and strongly recommending huawei to high-end products, isn’t that a success? products such as the mate60 series and mate xt ultimate are currently difficult for other domestic manufacturers to achieve.

when it comes to tablet products, huawei also did not disappoint consumers.through comprehensive innovation of software and hardware, users can find functional points that meet their own needs on huawei tablets.for example, the cloud clear soft light screen on hardware, huawei matepad 11.5"s debuts the cloud clear soft light screen, which brings the tablet eye protection and reading and writing experience to a new level. the advantage of the cloud clear soft light screen is that it protects the eyes more clearly and allows reading it is more comfortable to write. it adopts anti-glare nano-etching technology to eliminate 99% of interfering light. it is also equipped with multi-layer nano-magnetic optical coating technology to protect your eyes while reducing screen reflectivity. it has aroused strong response in the market once it was launched.

another example is the recently released huawei matepad pro 12.2-inch, equipped with a double-layer oled cloud-clear soft light screen, with a peak brightness of up to 2000nit, a frame of only 4.6mm, a screen-to-body ratio of up to 92%, and supports a 144hz refresh rate. compared with the new ipad pro, it also has leading advantage; the new huawei matepad air released at the same time is also equipped with a new generation of cloud clear soft light screen, with a peak brightness of 1000nit and supports 144hz refresh rate, bringing a smoother experience than the ipad air. it can be seen that huawei uses the matepad pro series to benchmark apple's ipad pro on the one hand, and then uses the air series to benchmark the ipad air. so far, the strategy is correct.

in terms of software ecosystem, huawei has realized the integration of tablets and other terminal products based on harmonyos, making the multi-scenario ecosystem experience seamless. moreover, as it continues to explore user needs, huawei has also launched its self-developed painting software, tianshenghui app, and its self-developed note-taking software, huawei notes, to better handle the writing and drawing creations of entrepreneurial users; in terms of office productivity, huawei tablets rely on the pc application engine brings a complete experience of desktop-level software such as pc-level wps office, cajviewer, and edraw, further enhancing users’ mobile office experience. in addition, in the face of the ai ​​​​trend, huawei tablets are based on huawei's ascend and pangu large models, and xiaoyi's new upgrades have greatly improved the tablet's intelligence and comprehensively improved the writing and drawing experience.

of course, huawei is also constantly improving its multi-screen collaboration capabilities to further improve the cross-end capabilities of tablets, mobile phones, pcs and other products. it can be seen that the current promotion strategy of huawei tablets rarely talks about the multi-screen collaboration function, because it is relatively mature enough and has even become a standard feature of tablet products. there is no need to release it every time without a big breakthrough. i'll talk about it at the meeting. however, on harmonyos next, due to the adoption of a new architecture, the overall performance of the machine has been improved by 30%, and a new distributed soft bus has been used to increase the connection speed by 3 times, the number of connections by 4 times, and the power consumption by 20%, which is ideal for multi-screen the hint of synergy will be a qualitative change, and i believe it will be mentioned at subsequent product launches.

in addition to the excellent product quality, the success of huawei tablets is actually inseparable from the help of the full-scenario ecosystem. this is an advantage of the current new tablet forces, and it is also something that established companies do not have. just like our previous analysis of why mobile phone brands such as huawei, honor, and xiaomi have made rapid progress in making notebooks, a very important reason is ecology. in the ecosystem, terminal products are no longer isolated islands of information. they can realize the flow of information and experience, allowing users to simplify complexities at any time in the ecosystem. this is a trend and one of the magic weapons for manufacturers to compete in the ai ​​era.