MacBook Pro
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The last renewed renewed and other PC manufacturers published large profits in early 2025 compared to 2024, but the numbers hide a deeper history. Counterpoint, the global supplies of the PC grew by 6.7% in the first quarter of 2025, reaching 61.4 million units. Before the entry into force of new tariffs in the USA, which means that the surge reflects the movement of inventory, and not consumer demand.
Apple and Lenovo lead AI PC pc pc
Despite the market uncertainty, Apple and Lenovo have succeeded. Apple MacBook deliveries increased by 17 percent on the back of their new M4 models, which emphasize the possibilities of artificial intelligence.
Lenovo published 11 percent growth with high demand for its laptops with AI with AI and a variety of products. HP and Dell also saw modest profits, increasing by 6 percent and 4 percent, respectively, contributed to the same behavior in stock to the tariff.
PC of the return from the brand in the first quarter of 2025, in millions of units. Image loan: Counterpoint Research
The market is gradually consolidated around large players. Counterpoint suggests that future winners will become companies that can offer convincing experience of artificial intelligence in diversification of supply chains.
Shipping growth does not mean that the growth of sales
>>>>>>>>>>>In fact, not about customers buying more PCs. The increase reflects PC manufacturers, promoting inventory to avoid tariffs. These devices can sit in warehouses or on the shelves of retail chains for several months.
as a result of comparison compared to last year, are difficult. In the first quarter of 2024, there was no same artificial shock, so an increase in 6.7 percent cannot signal the real rebound of the market.
Temporary tariff release on laptops and smartphones gave suppliers a window to accelerate delivery. But in the near future, new duties on semiconductors are expected, manufacturers are preparing to increase costs and more slow growth.
Apple income soon. Most of the increase in imports will not be reflected in the first quarter, since deliveries are not the same as sales.
Tariffs of orientation on 2025
even with raising Q1, analysis. The United States remain the largest market for advanced PCs with AI, but high tariffs or shift rules can refuse to update both consumers and enterprises.
Most of the world production of the PC is still taking place in China, and this represents risks. Some companies move production in Vietnam, India and Mexico, but not one of them offers an ideal solution. Each country has its own difficulties in trade and tariffs.
PC buyers should not expect the prices to remain stable, especially for models with AI support, which rely on high-quality chips. Meanwhile, sellers will have to navigate in tariffs, changes in supplies and uneven demand.
Q1 can look good on paper, but this is a shaky beginning of the year, determined by more geopolitics than consumer trends.
