Recent statistics from IDC indicate that the uncertainty stemming from U. S.import tariffs has led to a noticeable decline in PC shipments during the second and third quarters of 2025.
Lenovo Achieves Remarkable Growth in Q3 2025, Capturing Over 25% of Total PC Market Share; Japan’s Impact on PC Shipments in Asia-Pacific
The North American region experienced significant growth in PC shipments during the first quarter of 2025, reporting double-digit increases compared to Q3 and Q4 of 2024. This surge was interrupted by uncertainties driven by U. S.tariffs. As noted by IDC, the momentum in shipments came to a sudden halt, resulting in substantial declines in Q2 and Q3 2025, bringing the growth rates in line with figures from Q3 2024.
While the entire market is continuing on a very strong year, fueled by Windows 11 transition and the need to replace an aging installed base, the results by regions are telling different stories,
In particular, the North American market continues to be impacted by the US import tariffs shock and by macroeconomic uncertainties. While existent, the demand for newer PCs ready for Windows 11 is likely to push well into 2026.
– Jean Phillippe Bouchad, Research VP at IDC
In contrast, notable growth was reported in other regions, specifically Asia-Pacific (AP), Europe, the Middle East and Africa (EMEA), and worldwide markets. The AP region has demonstrated a remarkable 14% year-over-year growth in PC shipments during Q2 and Q3 2025. Much of this increase can be attributed to significant shipment volumes from Japan and China, with Japan leading due to two primary factors. First, the impending end of support for Windows 10 prompted numerous Japanese entities—including businesses, educational institutions, and government agencies—to upgrade to newer Windows 11 systems.
Additionally, Japan’s GIGA Education Project, an initiative aimed at equipping every student with a personal device, has greatly contributed to the boosting of PC shipments across the region.
The demand was driven largely by Japan’s hardware refresh linked to Windows 10 end-of-support and the GIGA education project,
Growth outside Japan was more modest — hindered by macroeconomic and political challenges and slow Windows 11 adoption — though there were pockets of opportunity from hardware refreshes of devices purchased during and before the COVID-19 pandemic.
– Maciek Gornicki, Senior Research Manager at IDC
Regarding market share, Lenovo has solidified its leading position, achieving a remarkable growth rate in Q3 2025, climbing from 23.8% to 25.5%—an impressive year-over-year increase of 17.3%.Following Lenovo, Apple recorded a growth of 13.7%, while HP managed to retain its second position with a 19.8% share, experiencing a healthy growth of 10.7%.Though HP’s share slightly decreased from 14.2% to 13.3%, the overall growth trends remain positive for all the original equipment manufacturers (OEMs), primarily attributed to developments outside of North America.
Related Articles:
AMD Launches Next-Gen RDNA GPU Architecture with Radiance Cores, Neural Arrays & Universal Compression for Enhanced Ray Tracing, Improved Upscaling, and Reduced Bandwidth Requirements
13:51
Intel’s 18A Node Hits Record Low Defect Density, Ready for Internal and External Customers
13:40
Intel Announces Transition to Annual AI Product Releases After Delays; Inference-Optimized GPU Expected to Debut by Year-End
13:39
Leave a Reply