
Millions of users replaced their aging early pandemic iPad in early 2025, fueling a sales rebound amplified by tariff fears and fresh hardware upgrades.
iPad Air
The tablet market saw renewed energy in the first quarter as consumers upgraded devices bought during the height of COVID-19 lockdowns. With many of those iPads reaching the end of their typical lifecycle, Apple’s growth came from a wave of replacements.
A temporary surge in imports, triggered by uncertainty over new U.S. tariffs, added to the momentum.
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