Counterpoint Research：苹果(AAPL.US)第三季度iPad业务增长稳健出货量同比增加4%

智通财经2025-12-11

智通财经APP获悉，在平板电脑市场逐步复苏的背景下，苹果(AAPL.US)在2025年第三季度实现了稳健的iPad出货增长。根据Counterpoint Research最新的《全球平板电脑市场追踪报告》，2025年第三季度iPad出货量同比增长4%，其中高端机型依然扮演重要角色，基础款和小型化机型则为整体出货提供了持续支撑。与去年同期相比，苹果2025年第三季度的iPad业务呈现出更多的"质变"...

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year-on-year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.98},"content_text":"智通财经APP获悉，在平板电脑市场逐步复苏的背景下，苹果(AAPL.US)在2025年第三季度实现了稳健的iPad出货增长。根据Counterpoint Research最新的《全球平板电脑市场追踪报告》，2025年第三季度iPad出货量同比增长4%，其中高端机型依然扮演重要角色，基础款和小型化机型则为整体出货提供了持续支撑。与去年同期相比，苹果2025年第三季度的iPad业务呈现出更多的\"质变\"而非\"量变\"。由于季节性教育优惠、积极的线上促销以及关键市场价格竞争加剧导致平均售价(ASP)微降，营收基本保持稳定。预计2025年全年，iPad总收入将受益于近年来高端机型份额的提升。全球平板电脑品牌出货份额对比 2024 年 Q3 vs 2025 年 Q3来源：Counterpoint全球平板电脑市场追踪报告，2025年第三季度展望未来，在高端与基础款机型均衡组合的推动下，预计苹果iPad出货量将在2026年实现约10%的同比增长，其中基础款机型的贡献度仅会略有提高。这一增长背后是积压的换机需求，预计相当一部分现有用户将在典型的五年周期后回归进行设备升级。同时，包括OLED面板更广泛采用以及新款高端形态设备引入在内的关键技术变革，也有望提前拉动需求。预计苹果的市场份额将暂时攀升至接近40%的高位区间，这标志着其在该品类中近年来表现最强劲的时期之一。结合公司成立50周年，2026 年将成为一个重要里程碑，进一步巩固苹果在全球平板电脑市场的领导地位，并保持其在高端与主流细分市场的持续发展势头。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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Counterpoint Research：苹果(AAPL.US)第三季度iPad业务增长稳健 出货量同比增加4%

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Counterpoint Research：苹果(AAPL.US)第三季度iPad业务增长稳健出货量同比增加4%