According to the latest IDC data, China's tablet market shipped 6.6 million units in the third quarter of 2026, marking a 22.3% year-over-year decline. Cost pressures accelerated their transmission to the demand side, further widening the scope of market adjustment. IDC noted that in the third quarter, the consumer market continued to contract amid price increases, while the commercial market gradually returned to normal after demand had been brought forward, with corresponding shifts in the vendor competitive landscape and market demand structure. As cost increase pressures were fully passed through to the sales side, the decline in market shipments widened significantly compared with the first half of the year. Quarterly shipments fell below 7 million units for the first time in 12 consecutive quarters, marking the largest decline since the first quarter of 2020 during the pandemic and the market's first double-digit year-over-year drop.
