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iPad Shipments Jump in Q4 2025, but Memory Constraints Loom for 2026: Report

02/05/2026

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iPad Shipments Jump in Q4 2025, but Memory Constraints Loom for 2026: Report

Research firm Omdia has released a new report on worldwide tablet shipments for the last quarter of 2025, as well as a roundup for the full year. Here’s how the iPad did.

iPad keeps gaining ground as overall market cools

According to Omdia, Apple shipped 19.6 million iPads in the last quarter of 2025, 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’s 2.6 percentage-point gain in market share, to 44.9% in Q4 2025, kept it in first place, well ahead of Samsung at 14.7%, Lenovo at 8.8%, Huawei at 6.9%, and Xiaomi at 6.4%. Other tablet makers accounted for the remaining 18.3%.

iPad Shipments Jump in Q4 2025, but Memory Constraints Loom for 2026: Report

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

Apple had robust demand and grew their lead as the top tablet vendor, delivering 19.6 million iPads, representing a 16.5% increase, driven by strong demand for the iPad 11th Generation and the M5-powered iPad Pro lineup.

As for the broader market, Omdia says worldwide tablet shipments grew about 10% year over 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 the pandemic-era sales boom.

iPad Shipments Jump in Q4 2025, but Memory Constraints Loom for 2026: Report

Finally, Himani Mukka, research manager 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 delivered its highest annual shipment volume since the pandemic-driven demand boom of 2020. […] Seasonal holiday demand, combined with vendor pre-build activity ahead of anticipated memory constraints, provided a meaningful uplift to shipments in the final quarter. However, tablet demand will come under increasing pressure in 2026.”

Source: 9to5mac

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