PC Market Watch – June 2025
📈 Market Overview
The global PC market commenced 2025 with a 4.9% year-over-year growth in Q1, totaling 63.2 million units shipped. This marks the sixth consecutive quarter of growth. However, much of this surge is attributed to preemptive stockpiling ahead of newly announced U.S. tariffs, introducing uncertainty for the remainder of the year .
🤖 AI-Powered PCs: Innovation Meets Hesitation
AI-integrated PCs are gaining attention, featuring capabilities like document summarization, coding assistance, and image generation. Despite this, widespread adoption remains limited due to high costs and unclear benefits for average consumers . Nevertheless, the AI PC market is projected to grow from $91.23 billion in 2025 to $260.43 billion by 2031, reflecting a compound annual growth rate (CAGR) of 19.1% .
🖥️ Commercial Sector Drives Demand
The impending end of Windows 10 support in October 2025 is prompting businesses to upgrade their systems, bolstering commercial PC demand. This trend is expected to continue into 2026, as organizations seek to maintain security and compatibility .
🌏 Regional Highlights
India: The traditional PC market in India experienced an 8.1% year-over-year growth in Q1 2025, with 3.3 million units shipped. This growth is driven by increased demand for notebooks, AI-powered PCs, and gaming laptops .
United States: The U.S. PC market is projected to see modest growth of just under 2% in both 2025 and 2026. While commercial demand remains strong, ongoing tariff concerns may impact consumer spending .
🏢 Vendor Performance
In Q1 2025, Lenovo led the global PC market with a 24.1% share, followed by HP at 20.2%, and Dell at 15.1%. Apple and ASUS also showed notable growth, with Apple increasing its shipments by 14.1% year-over-year .
🔧 Hardware Innovations
At Computex 2025, manufacturers showcased advancements in PC hardware, including enhanced cooling systems and improved airflow designs. Notable innovations featured near-silent liquid coolers and new input devices, indicating a focus on performance and user experience .
📉 Challenges Ahead
Despite positive indicators, the PC industry faces challenges such as inflation, rising interest rates, and geopolitical tensions. These factors contribute to economic uncertainty, potentially affecting consumer and enterprise spending decisions .
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