iPad shipments surge in Q4 2025 as memory constraints emerge – 9to5Mac

Research firm Omdia has released a new report on global tablet shipments for the last quarter of 2025, as well as a summary for the entire year. Here’s how you managed your iPad.

The iPad continues to gain ground as the overall market cools

According to Omdia, Apple sold 19.6 million iPads in the last quarter of 2025, representing a 16.5% year-over-year increase. Apple’s performance was second only to Lenovo, which grew 36.2% on shipments of 3.9 million units.

Even so, Apple increased its market share by 2.6 percentage points to 44.9% in Q4 2025, keeping it in first place, well ahead of Samsung with 14.7%, Lenovo with 8.8%, Huawei with 6.9% and Xiaomi with 6.4%. Other tablet manufacturers accounted for the remaining 18.3%.

Here’s Omdia on Apple’s performance against the broader tablet market during Q4 2025:

Apple had strong demand and extended its lead as the leading tablet seller, shipping 19.6 million iPads, a 16.5% increase, driven by strong demand for the 11th generation iPads and the iPad Pro range with the M5.

As for the broader market, Omdia reports that global tablet shipments grew by around 10% year-on-year in Q4 2025, slightly above the growth seen in 2024. This suggests a slowdown after three consecutive years of decline, which in turn followed a pandemic-era sales boom.

Finally, Himani Mukka, head of research at Omdia, weighed in on the role memory constraints played in Q4 2025 and what that could mean heading into 2026:

“In 2025, the tablet market reached its highest annual shipment volume since the pandemic demand boom of 2020. (…) Seasonal holiday demand, combined with pre-retailer build-up activity ahead of expected memory constraints, provided a meaningful supply boost in the final quarter. However, tablet demand will come under increasing pressure in 2026.”

To read Omdia’s full report, click this link.

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