[Global Network Technology Comprehensive Report] On March 10, according to data released by Luotu Technology (RUNTO), the shipments of China's consumer-grade smart tablet market in 2024 were 28.792 million units, an increase of 2.2% year-on-year compared with 2023.

From the perspective of the external consumption environment, consumers' demand for mobile devices has recovered, especially in sub-segment scenarios such as learning and light office; in addition, the "old-for-new" policy for consumer goods has been implemented in accordance with local conditions since September, lowering the purchase threshold and stimulating some consumption.

From the perspective of the industry, the supply of medium and low-priced products is significantly rich; AI has evolved from simple voice interaction to a wider field, especially the application of large models has given smart tablets stronger information processing and content generation capabilities.

Luotu Technology believes that in 2025, the market for smart tablets will heat up rapidly under the major positive for upgrading to "national subsidy". From the perspective of brand competition, although Apple has gradually resumed its product update pace, the advantages of Chinese companies in application scenarios, product performance, and AI function development will help brands continue to gain more market share.

From the market segment, AI models are particularly suitable for the fields of learning and office. After deep integration with AI, the personalized and intelligent experience of the tablet and the productivity performance of the office tablet will be greatly improved, and will significantly trigger general enterprises to pursue vertical scenario categories such as learning books and office books. In terms of scale, Luotu Technology predicts that in 2025, China's consumer-grade smart tablet market will record sales growth of at least 8%, with an omni-channel scale reaching 31.1 million units; sales exceeding 90 billion yuan. (Sihan)