Lenovo, Samsung Tablets Could Benefit from 'Bruised' Huawei's Entity Listing, Says SA

Huawei tablet shipments grew 4 percent in Q2 from the 2018 quarter, despite Commerce Department placing Huawei on the entity list in May (see 1907050003), said a Strategy Analytics tablet report Friday. But an intensifying trade war could foreshadow a shift in Android demand “from a bruised Huawei brand to its fiercest competitors, Samsung and Lenovo,” said analyst Eric Smith. Samsung and Lenovo shipments were ahead of the industry but showed declines of minus-1 percent and minus-6 percent in a category down 7 percent year on year, said Smith. In a widening trade war, “Lenovo could be among a group of Chinese companies that are targeted by the Trump administration,” he said. Apple iPad shipments dropped 7 percent year on year in Q2 to 10.7 million units, to 29 percent market share. New iPad Air and iPad mini tablets pushed average selling prices higher alongside continued strong demand for iPad Pro; ASPs grew year on year from $410 to $469, SA said. Bucking the trend, Amazon had 38 percent higher tablet shipments in Q2 to 2 million units, behind Apple (10.7 million), Samsung (4.9 million) and Huawei (3.9 million), it said. Trailing Apple’s 29 percent market share were Samsung (13 percent), Huawei (10 percent), Amazon (5.4 percent) and Lenovo (5 percent).