In line with IDC’s forecast, Q2 results show continued dynamism, but tariff jitters are starting to be felt in the US
NEEDHAM, Mass., July 8, 2025 – PC shipments during the second quarter of 2025 grew 6.5% from the prior year, with global volumes reaching 68.4 million shipments, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker.
Despite PC market growth in other geographies, the US market is starting to feel the pinch of import tariffs.
“We expected the US market to cool down this quarter given the inventory buildup to begin the year, but what we’re witnessing here might highlight US PC demand slowing down in anticipation of the import tariffs looming deadline,” said Jean Philippe Bouchard, research vice-president with IDC’s Worldwide Mobile Device Trackers. “Despite a flat US PC market, the rest of the world demonstrated an appetite for PCs, fueled by an aging installed base and by a steady transition to Windows 11.”
“We realize growth in such an indeterminate market seems odd, but many factors come into play supporting the momentum,” said Ryan Reith, group vice president with IDC’s Worldwide Device Trackers. “The supply side of the industry is doing its best to navigate the unknowns as no one wants to sit on their heels and potentially miss an opportunity, but at the same time it is very risky carrying inventory which is a possibility given the strong first half sell-in. The bigger concern is what overall demand looks like as we get late into Q3 and beyond. Price increases will likely be dispersed over time and geography depending on vendor strategy which can potentially lead to some attractive promotions as a way to clear inventory backups, which seems odd at a time when prices are expected to rise because of tariffs.”
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Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q2 2025 (Preliminary results, shipments are in millions of units) |
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Company |
2Q25 Shipments |
2Q25 Market Share |
2Q24 Shipments |
2Q24 Market Share |
2Q25/2Q24 Growth |
|
1. Lenovo |
17.0 |
24.8% |
14.7 |
23.0% |
15.2% |
|
2. HP Inc |
14.1 |
20.7% |
13.7 |
21.3% |
3.2% |
|
3. Dell Technologies |
9.8 |
14.3% |
10.1 |
15.7% |
-3.0% |
|
4. Apple |
6.2 |
9.1% |
5.1 |
8.0% |
21.4% |
|
5. ASUS |
4.9 |
7.2% |
4.2 |
6.6% |
16.7% |
|
Others |
16.3 |
23.9% |
16.3 |
25.4% |
0.1% |
|
Total |
68.4 |
100.0% |
64.2 |
100.0% |
6.5% |
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Source: IDC Quarterly Personal Computing Device Tracker, July 8, 2025 |
Notes:
● IDC declares a statistical tie in the Personal Computing Device market when there is a difference
● of one-tenth of one percent (0.1%) or less in the shipment shares among two or more vendors. Traditional PCs include Desktops, Notebooks, and Workstations and do not include Tablets or x86 Servers. Detachable Tablets and Slate Tablets are part of the Personal Computing Device Tracker but are not addressed in this press release.
● Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.
IDC’s Worldwide Quarterly Personal Computing Device Tracker gathers detailed market data in over 90 countries. The research includes historical and forecast trend analysis, among other data. For more information or to subscribe to the research, please contact Jackie Kliem at 508-988-7984 or jkliem@idc.com.
About IDC Trackers
IDC Tracker products provide accurate and timely market size, company share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools.
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About IDC
International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC’s analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is the world’s leading tech media, data, and marketing services company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC and LinkedIn. Subscribe to the IDC Blog for industry news and insights.
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