On November 7, 2025, global market research firm Omdia released its Q3 2025 report on the worldwide tablet market, revealing a seventh consecutive quarter of growth with shipments rising 5% YoY to 40 million units. Among the standout performers, Lenovo Group (00992) led the industry with a remarkable 23% YoY shipment growth, surpassing Huawei to reclaim the third position in global market share (9.1%) and becoming the fastest-growing brand among the top five tablet manufacturers.

Lenovo also dominated the Chromebook segment with a 54.6% YoY surge, underscoring its robust competitiveness in tablets and validating the success of its AI-driven device strategy. While the broader tablet market faced macroeconomic headwinds—with top players like Apple (0.4% YoY growth) and Samsung (0.1% YoY) stagnating—Lenovo achieved a breakthrough through precise regional deployment and scenario-specific innovations.

Omdia attributed the global tablet market’s 5.1% YoY growth to seasonal pre-holiday stocking and strong promotional activity during festivals and Double 11 in Asia-Pacific and China. Lenovo’s shipments reached 3.7 million units, driven primarily by commercial tablet expansion in Europe, the Middle East, and Africa (EMEA).

Crucially, Lenovo’s growth is fueled by AI integration across its devices. The company has actively embraced the global AI wave, collaborating with partners like NVIDIA and Intel to transform tablets into “AI terminals.” This approach has also propelled its PC business, where Lenovo holds a 25.5% market share (IDC Q3 2025 data) and a 17.3% YoY growth rate—outpacing the industry average (9.4%) and all top-five rivals. This performance signals Lenovo’s success in gaining share through its AI PC leadership, not just market recovery.

Chart: Q3 2025 Global Traditional PC Vendor Shipments, Market Share, and YoY Growth (Source: IDC; units in millions)

The market trend highlights growing recognition of edge-AI demand. Giants like NVIDIA, OpenAI, and Microsoft agree that AI computing must shift from “cloud factories” to the physical world, with PCs as the largest-scale AI terminals. This foreshadows explosive demand for devices with powerful edge-AI capabilities. In this new battleground, Lenovo’s “hybrid AI” strategy and global shipment scale position it as a first-mover.