Global PC market rises, but Trump tariffs unsettle US demand
PC shipments rose 6.5 percent year over year in the second quarter of 2025, reaching 68.4 million units globally, according to preliminary data from IDC. While international demand remained strong, vendors in the United States appear to be approaching the looming Trump tariff deadlines with growing caution.
IDC’s latest Worldwide Quarterly Personal Computing Device Tracker shows broad-based PC market momentum across many regions. The continued shift to Windows 11 and an aging installed base have helped sustain replacement demand in both the consumer and commercial sectors.
Lenovo outpaces Apple in shocking PC market surge
The PC market is making a remarkable recovery, showcasing a 3 percent growth in the second quarter of 2024. This is quite impressive after a series of declines, with worldwide shipments of traditional PCs hitting 64.9 million units. Despite challenges in China, growth outside this region exceeded 5 percent, according to the IDC Worldwide Quarterly Personal Computing Device Tracker.
This resurgence is significantly fueled by the excitement around AI-enhanced PCs and a vital commercial refresh cycle. "Navigating through market maturity and various challenges, the back-to-back quarters of growth reflect a vibrant and changing landscape," commented Ryan Reith, Group Vice President at IDC.