According to the latest report from technology market research company Counterpoint Research, in the second quarter of 2025,Global PC shipments increased by 8.4% year-on-year, the largest increase since the peak of epidemic demand in 2022.Among them, Lenovo performed particularly well, with shipments increasing by more than 15% year-on-year, further consolidating its market leading position..
This growth in shipments is mainly due to the imminent expiration of Windows 10 systems, the rise of AI PCs and strong business demand.
The report shows that the shipments of Lenovo, Apple and Asus all increased by more than 10% year-on-year, demonstrating the strong competitiveness of the three in the global PC market.
However, the global PC manufacturing industry is highly concentrated in China, which makes the industry face significant challenges in coping with the uncertainty of tariff policies.
In order to reduce the risk of tariffs, PC suppliers are accelerating the transfer of production capacity from China to countries such as Vietnam, India and Mexico.
In addition, Counterpoint analysts pointed out that due to the uncertainty of tariff policies, the year-on-year growth rate of PC shipments may slow down in the second half of 2025.
However, demand for AI PCs is expected to become an important growth driver in 2026, when more than half of laptops shipped will be AI laptops.
