Q1 2025 Global PC Shipments Experience Strong 6.7% Year-on-Year Growth Despite US Tariffs

Despite ongoing uncertainties stemming from US tariffs, the global PC market experienced a notable increase in shipments during the first quarter of 2025, showcasing resilience in a challenging environment.

Lenovo Dominates PC Shipments in Q1 2025; Apple Achieves Remarkable Year-on-Year Growth

In a rapidly evolving market, the implications of US tariffs have reverberated throughout the global PC industry, raising questions about the future trajectory of PC hardware prices and shipments. Notably, AI-enabled PCs have shown significant momentum, particularly from the last quarter of 2024, as reflected in the latest preliminary analysis from Counterpoint Research.

Recent data released by the firm reveals robust demand for AI PCs despite the increased pressure exerted by US tariffs on PC hardware manufacturers. While several vendors faced challenges, many were still able to expand their market share compared to the previous year, aided notably by exemptions for laptops. It is critical to monitor how potential resurging tariffs under the Trump administration could heavily impact China-based manufacturers, alongside implications for production in other regions.

PC shipments Q1 2025 Counterpoint — Source: Counterpoint Research

In terms of numerical performance, global PC shipments surged from 57.5 million units in Q1 2024 to 61.4 million in Q1 2025, marking an impressive 6.7% increase year-on-year. This uptrend is particularly advantageous to key players like Apple and Lenovo. Apple’s market dynamics improved dramatically, securing a 17% increase in its share, elevating its overall market stake to 10%.Lenovo maintained its leadership status, incrementing its market share from 24% to 25%.

Concurrently, ASUS, HP, and Dell also noted upward adjustments in their market shares, contributing to a generally positive trend across the sector. Given that laptops are exempt from current US tariffs, the outlook hints at a continued upward trajectory. However, concerns loom over the potential imposition of additional duties on semiconductors and various technological products in the upcoming quarter. Such actions could inflate the prices of AI PCs, prompting manufacturers to consider relocating production facilities from China to minimize costs.

This scenario could significantly alter shipment forecasts and overall growth in the global PC hardware market in forthcoming quarters. Counterpoint Research has indicated that its optimistic predictions of mid-single-digit growth for 2025 may require a reassessment downward, depending on how tariff situations evolve.

For further insights, visit the original report on Counterpoint: Counterpoint.

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