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India tablet shipments down 3.8% on memory price inflation
Tablet PC shipments in India fell 3.8 per cent year-on-year in the second quarter of 2026, hit by rising memory chip prices, according to a Counterpoint Research report released on Tuesday, 6 October. The sub-Rs 20,000 segment was the worst affected, with supplies dropping 43 per cent.
Brands have passed higher input costs to consumers, pushing up average selling prices by 15 per cent. The above-Rs 20,000 segment grew 27 per cent and now accounts for 74 per cent of the market, led by OnePlus and Lenovo. The Rs 20,000 to Rs 30,000 band saw 45 per cent growth.
Despite lower shipments, domestic manufacturing rose 30 per cent year-on-year in Q2 as Samsung and Lenovo expanded local production. OnePlus and OPPO are also deepening their manufacturing presence in India. Counterpoint said elevated memory prices are expected to affect demand during the festive season, though promotions may provide some support.
Indian Opinion Analysis
Both CNBC-TV18 and Mint published identical PTI copy, resulting in uniform coverage of Counterpoint Research's findings on the tablet market. The straight reporting gives no preferential framing to any stakeholder, simply relaying the analyst's data on the sub-Rs 20,000 segment decline, the premium segment growth, and the increase in domestic manufacturing. The shared focus on both the demand-side pain from memory inflation and the supply-side gain from local production avoids a single-narrative slant. The key takeaway from the report is the structural shift toward premium tablets, with the above-Rs 20,000 band capturing nearly three-quarters of the market, a trend the analyst expects to persist through the festive season.
Coverage: 2 sources, 2 neutral
Sources (2): cnbctv18.com (neutral report), livemint.com (neutral report)
This brief was synthesised by AI from the 2 sources linked above, so one read covers every framing they carry. Methodology and corrections.
