China Education Sep-26 Tracker: AI learning tablet growth pressure remained despite higher ASP; AI learning apps accelerated product innovation

We summarize key findings from the September 2026 edition of our China Education tracker, covering AI learning tablets, mobile app user engagement, tutoring licenses, overseas study trends and East Buy. AI learning tablet growth remained under pressure despite higher ASP: combined GMV of major brands declined yoy on major e-commerce platforms against a high base, and TAL's Xeuxersi learning tablets saw lower volumes and GMV yoy even as ASP rose. AI learning apps accelerated product innovation, with Doubao Study rolling out four major updates in September (AI Q&A, AI tutor, Doubao classroom and curriculum-aligned courses) and Gauth expanding its AI course and digital canvas features, supporting sustained user growth and a shift toward structured, interactive learning ecosystems. Offline non-academic tutoring licenses posted their first positive mom growth since September 2025, while subject tutoring supply stayed broadly flat. Student visas granted to Chinese students for Canada, Austra