According to the latest data from Canalys, now part of Omdia, global PC shipments (including desktops, laptops, and workstations) reached 67.6 million units in the second quarter of 2025, representing a 7.4% year-over-year increase. This growth is primarily driven by the corporate segment, which is preparing for the end of Windows 10 support, scheduled for October. In contrast, consumer demand remains weak due to global economic uncertainty and changing tariff policies under the Trump administration.
📈 Key Market Figures (Q2 2025)
| Manufacturer | Units Shipped (thousands) | Market Share | Year-over-Year Growth |
|---|---|---|---|
| Lenovo | 16,974 | 25.1% | +15.2% |
| HP | 14,124 | 20.9% | +3.2% |
| Dell | 9,772 | 14.5% | -3.0% |
| Apple | 6,361 | 9.4% | +21.3% |
| Asus | 5,058 | 7.5% | +18.4% |
| Others | 15,291 | 22.6% | +2.5% |
| Total | 67,579 | 100.0% | +7.4% |
“The end of Windows 10 support is giving a vital boost to the market, especially in the enterprise sector,” notes Kieren Jessop, research manager at Canalys. “A survey conducted in June among channel partners reveals that more than half expect their PC business to grow in the second half of 2025, with 29% anticipating increases over 10%.”
While companies accelerate device upgrades in anticipation of Windows 10 support ending, consumers are delaying purchase decisions amid uncertain economic conditions. However, Canalys anticipates a rebound in the consumer segment in 2026 when many devices purchased during the pandemic reach the end of their lifespan.
Tariff and geopolitical risks are also adding pressure to the supply chain:
- The Trump administration has delayed new tariffs until August 1, keeping PCs exempt for now.
- U.S. imports of PCs have shifted from China to Vietnam, but the recent U.S.–Vietnam trade agreement establishes a 20% tariff on Vietnamese products and a 40% tariff on transshipped goods.
- It remains unclear whether PCs assembled in Vietnam with Chinese components will be considered transshipments, creating significant uncertainty for manufacturers and distributors.
“Diversifying the supply chain is no longer enough to guarantee cost stability,” warns Ben Yeh, senior analyst at Canalys. “Compliance standards are still not clearly defined, and the industry operates in an environment of regulatory ambiguity.”
Apple and Asus lead growth in this period:
- Apple grew 21.3% year-over-year, capturing a 9.4% market share with 6.4 million units.
- Asus increased by 18.4%, establishing itself as the fifth-largest manufacturer with over 5 million units shipped.
- Lenovo maintained global leadership with a 15.2% increase, while Dell was the only top five company to experience a decline (-3.0%).
About the Analysis
Canalys, now part of Omdia, provides detailed quarterly data on shipments, broken down by country, manufacturer, channel, GPU, CPU, storage, and memory. They also publish quarterly forecasts to anticipate market trends. The company has over 25 years of experience advising technology manufacturers through reports, events, and the Candefero community.
via: Canalys