PC Shipments Surge 7.4% in Q2 2025, Driven by Commercial Upgrades

In the second quarter of 2025, the global shipment of personal computers (PCs), including desktops, laptops, and workstations, reached 67.6 million units, marking a 7.4% year-over-year increase. This growth was primarily driven by the large-scale deployment of commercial PCs ahead of the termination of Windows 10 services. Laptops, including mobile workstations, accounted for 53.9 million units, a 7% increase from the previous year. Desktop computers, including desktop workstations, saw a 9% increase, totaling 13.7 million units.

The growth in PC shipments can be attributed to several factors. The impending end of Windows 10 support in October 2025 has prompted many businesses to upgrade their PC fleets, providing a significant boost to the commercial PC market. However, consumer demand remained relatively weak due to the uncertain macroeconomic outlook and the ongoing impact of fluctuating trade policies.

The shift in global PC supply chains, driven by evolving trade policies, has added layers of complexity and uncertainty. The U.S. government's tariff policies have led to a significant shift in PC imports from China to Vietnam. While PCs have not yet been included in the list of goods subject to additional tariffs, the indirect effects of these policies continue to pose challenges for the global PC market.

Despite these challenges, the commercial PC market has shown resilience. A survey conducted in June 2025 indicated that over half of the channel partners expected their PC business to grow in the second half of the year, with 29% anticipating growth of more than 10%. In contrast, consumer demand has been more cautious, with many consumers delaying their purchasing decisions due to economic uncertainty. This delayed demand is expected to drive growth in the consumer PC market in 2026, coinciding with the natural replacement cycle for PCs purchased during the pandemic.

In the second quarter of 2025, Lenovo maintained its leadership position in the global PC market, with shipments of 17 million units, a 15.2% year-over-year increase. HP followed with 14.1 million units, a 3.2% increase. Dell ranked third with 9.8 million units, a 3% decrease. Apple saw significant growth, with 6.4 million units shipped, a 21.3% increase, capturing 9.4% of the market share. Asus rounded out the top five with 5 million units, an 18.4% increase.