Global PC Shipments Surge 3.1% in Q2 2025, Third Consecutive Quarter as Vendors Pre-Stock Inventory Ahead of Tariffs and Sustain Demand

Global personal computer (PC) shipments surged to 64.9 million units in the second quarter of 2025, marking a 3.1% year-over-year increase and the third consecutive quarter of growth, according to the latest data from International Data Corporation (IDC). This rise reflects proactive inventory management by vendors in anticipation of potential tariff hikes and sustained demand in key markets. The report highlights a strategic focus on commercial and education sectors, where upgrades to Windows 11 systems and hybrid learning needs have driven sales. Despite economic uncertainties and geopolitical tensions, the industry has demonstrated resilience through forward-looking supply chain adjustments.

Lenovo secured the top position in the global PC market with a 22.7% share, shipping 14.7 million units—a 2.8% increase from Q2 2024. Its success is attributed to a diversified product portfolio spanning budget-friendly Chromebooks to high-end workstations. HP Inc. followed closely with 13.7 million units and a 21.1% share, fueled by robust commercial demand. Dell Technologies retained its third-place ranking, delivering 10.1 million units, while Apple’s Mac shipments grew 4.9%, bolstered by refreshed MacBook models. ASUS completed the top five, leveraging its strengths in gaming and premium device markets.

The United States emerged as a key growth driver, with PC shipments rising 4.2% year-over-year. Enterprise upgrades and inventory builds ahead of tariff deadlines accounted for much of the surge. In Asia/Pacific (excluding Japan), demand was led by China, where companies like Huawei expanded their PC market presence. IDC analysts emphasized that vendors are navigating a delicate balance between pre-emptive inventory stocking and the risk of oversupply if consumer spending weakens in the coming months.

Chromebooks experienced a notable resurgence, particularly in education markets, with shipments increasing 7.4% year-over-year. Their affordability and cloud-based functionality made them attractive for schools updating hybrid learning tools. Gaming PCs also maintained steady demand, with ASUS and Lenovo capitalizing on enthusiast segments. However, consumer demand remains uneven, with budget-conscious buyers favoring entry-level devices over premium options.

Industry experts caution that while Q2’s performance underscores the market’s adaptability, long-term sustainability depends on mitigating external risks. Inflation, shifting consumer confidence, and trade policy uncertainties could temper the projected 2.5% annual growth for 2025, which would bring global shipments to 260 million units. Analysts stress the importance of innovation, competitive pricing, and strategic promotions—such as back-to-school campaigns—to maintain momentum through the year’s final months.

“Vendors are walking a tightrope,” noted Ryan Reith, a senior IDC analyst. “They are balancing the need to maintain inventory with the risk of overstocking if demand softens.” The report underscores the PC industry’s pivotal role in a post-pandemic recovery, with strategic inventory builds and market-specific demand shaping its trajectory. As the sector braces for potential supply chain disruptions, its ability to align with evolving user needs and macroeconomic shifts will determine its success in the year ahead.