Global PC market: Tariffs and AI drive dual growth

Global PC market: Tariffs and AI drive dual growth

In the first quarter of 2025, global PC shipments increased by 6.7% year-on-year to 61.4 million units, a three-year high. This growth is mainly driven by two factors:

1.Tariff policies force supply chain adjustments: The United States plans to impose new tariffs on semiconductors and other technology products, prompting manufacturers to accelerate the transfer of production capacity to Vietnam, India, and Mexico. Lenovo, HP and other brands have prepared in advance, and shipments to the United States in Q1 2025 alone have surged by 23%.

2. Windows 10 discontinuation has triggered a wave of machine replacement: Microsoft will stop supporting Windows 10 in October 2025. Currently, 62.73% of devices in the world are still running the system, and the demand for machine replacement on the enterprise side has been released in a concentrated manner. PCs equipped with AI functions account for 20%, but the price is 10-15% higher than ordinary models, and corporate purchases are still hesitant

Manufacturer performance:

3. Lenovo: With the expansion of AI PC product line and diversified layout, shipments increased by 11% year-on-year, ranking first in the world. Its Zhaoyang K6 Pro series achieves real-time conference noise reduction through NPU chip, becoming a popular model for corporate procurement.

4. Apple: MacBook series equipped with M4 chip shipments increased by 17%, AI performance increased by 3 times, supports local operation of large models with hundreds of billions of parameters, and has a market share of more than 28% in the field of creative design.

5. Huawei: Domestic market share rebounded to 14%, MateBook X Pro 2025 introduced Ascend 910C chip, AI computing power increased by 40% compared with the previous generation, but the international market is still restricted by the supply chain

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l Support for AMD Ryzen-series processors

l Support for DDR 4 dual-channel memory

l Support 4 *SATA 3.0 high-speed ports

l Support for 1 *M.2 interface

l Supports 6 *USB3.2 and 2* USB2.0

l Support for 1* PCIEX16 4.0 and 1 PCIEX1

l Support 1 *gigabit network port

l Support 5-phase power supply

l Support WIN10 /WIN11 64-bit operating system

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