智通财经APP获悉，TechInsights发文称，2025年第一季度，全球平板电脑市场同比增长6%，各厂商试图赶在美国关税生效前加速出货。2025年Q1，苹果(AAPL.US)iPad全球出货量同比增长5%，稳居首位。三星领跑安卓市场。小米(01810)延续了强劲的增长势头，排名第三。联想(00992)平板电脑出货量也实现了两位数增长，排名第四。
需求端方面，美国消费者信心整体走弱，但已出现恐慌性购买迹象以规避即将加征关税带来的成本上涨。尽管经济前景高度不确定，但这一关税政策实施前的环境仍使后疫情时代的换机潮得以保持温和态势。关税冲击将在下半年更为显著，该细分市场的前景很大程度上取决于美国与其主要贸易伙伴能否达成妥协。
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