Did Global PC Shipments Rise By 8.2% In Q3 Due To AI Demand?
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Synopsis
Global PC shipments have surged by 8.2% in Q3 2025, reaching 69.9 million units. The growth is largely attributed to the Windows 10 end-of-support refresh cycle and increasing demand for AI PCs. Discover what this shift means for the technology landscape and the big players in the market.
Key Takeaways
- Global PC shipments rose by 8.2% in Q3 2025.
- Windows 10 EOS refresh cycle played a significant role in this growth.
- The AI PC segment is expected to capture 31% of shipments by 2025.
- Lenovo leads the market with 19.4 million units sold.
- Consumer spending remains cautious due to economic factors.
New Delhi, Oct 16 (NationPress) Global personal computer (PC) shipments saw a notable increase of 8.2%, reaching 69.9 million units in the third quarter of 2025. This surge was primarily driven by the Windows 10 end-of-support (EOS) refresh cycle and a rising demand for AI PCs, according to a report released on Thursday.
The report from Gartner indicated that the AI PC segment is projected to capture 31% of total shipments by 2025, a significant rise from 15% in 2024, reflecting a pivotal shift in market focus and innovation.
“In the third quarter of 2025, the global PC shipments were influenced by the Windows 10 EOS refresh cycle across many regions. However, growth in North America was restricted to 1.6%, as demand had surged in the first half of the year due to expected import tariffs,” stated Rishi Padhi, Research Principal at Gartner.
Padhi also noted the industry's transition towards AI PCs featuring integrated NPUs for improved on-device AI functionalities.
Nonetheless, consumer demand at lower price ranges has remained weak, affected by ongoing geopolitical and macroeconomic challenges. Consumers are adopting cautious spending habits, postponing PC purchases while on the lookout for promotional deals, he added.
No significant changes were observed in the global vendor rankings during the third quarter of 2025. Among the top five vendors, Lenovo recorded the highest growth in global PC shipments, increasing by 16.6% year-over-year. All top five vendors witnessed growth in shipments during this quarter.
Lenovo held its position as the market leader with approximately 19.4 million units sold, obtaining a 27.8% market share. HP Inc. shipped around 15 million units, achieving a 21.5% market share, marking a 10.6% increase from the third quarter of 2024. Dell, Apple, and ASUS shipped around 10.2 million, 6.2 million, and 5.4 million units, respectively.
Point of View
It is essential to recognize the implications of the latest growth in PC shipments. The rise driven by AI technology underscores a shift in consumer preferences amid ongoing economic challenges. Understanding this trend is crucial for stakeholders in the technology sector as they navigate the changing demands of consumers.
NationPress
16/10/2025
Frequently Asked Questions
What was the percentage increase in global PC shipments in Q3 2025?
Global PC shipments increased by 8.2% in Q3 2025.
What is driving the demand for AI PCs?
The demand for AI PCs is fueled by the need for enhanced on-device AI capabilities.
Which company experienced the highest growth in shipments?
Lenovo saw the strongest growth in global PC shipments among the top five vendors at 16.6% year-over-year.
How much market share did HP Inc. capture?
HP Inc. captured a 21.5% market share in Q3 2025.
What impact are geopolitical issues having on consumer purchases?
Geopolitical and macroeconomic challenges have led to subdued consumer demand at lower price points.
