According to the report, about 61.4 million computer units were sent worldwide in the first quarter of 2025. Counterpoint. This is an enhance of 6.7% year-on-year (compared to 57.5 million pieces), which means that in the same period an additional 4 million computers were sent compared to 2024. The report says that this growth was pushed by retailers and suppliers who want to introduce as much stocks as possible before the tariff-how the apple was sent by five additional planeal loads with Iphons, MacBook, and MacBook iPads from India, as much as possible.
The enhance in the parcel has affected almost all main brands. Studies have shown that Apple had a 17% jump in delivery (also partly driven by the arrival of M4 MacBook Air in March 2025), while Lenovo took second place with 11% enhance in the year of the year, and Asus was strictly delayed at 9%. HP increased by 6%, and Dell increased by 4%, while smaller manufacturers, such as Vaio-whereas, had sales of stocks without tariffs in the first week of April-Nadal managed to get out with a 1%enhance in shipments.
Another sales factor is the upcoming end of Windows 10 support, which is to take place on October 14 this year. Users who currently have incompatible equipment will probably be forced to buy modern devices, especially laptop users who are not able to update their systems, unless they operate a Framework laptop. So it seems that the need to get a system with updated specifications for Windows 11 is still what supports the sale of AI computers – not their capabilities AI.
We expect this enhance in demand – and even a contract – in the second half of 2025, especially when the full effects of President Trump’s tariff. The White House placed a 245% tariff for goods from China. Fortunately, computers, smartphones and other goods related to technology have received fleeting relief, but rumors suggest that Washington can operate a tariff for these items in the future.
In recent events, many companies diversify their supply chains from China to avoid the worst tariffs. Some producers began to migrate their activities to nearby countries, such as Vietnam and Malaysia. Some PC producers even consider creating plants in Saudi Arabia – this country is like Lenovo, HP and Dell with the Public Investment Fund.
The US-China trading war caused huge shocks in global trade and we expect that shipping on PC reflect this ride by a mountain railway. As companies adapt their strategies, we will probably see modern possibilities around the world – but we can only wait to see how all these changes will affect the PCs market in the long term.
