IDC Q2 tracker: China tablet shipments 7.96 mln units, down 4.4% YoY, a slight
narrowing versus Q1. Commercial segment posted sharp growth driven by demand
front-loading ahead of expected price increases; consumer shipments fell 9.8%
YoY on rising costs and earlier-than-normal demand release. Headline moderation
masks widening market stress as cost inflation accelerates transmission to
demand.