Overview

• The global PC market grew 9.4% year-over-year in Q1 2025, driven by a rush to ship products before US tariffs took effect.
• Apple's Mac shipments saw the strongest growth among major PC makers, increasing 14.1% compared to the same period last year.
• US tariffs, including a 104% duty on Chinese goods, are expected to raise consumer prices significantly and dampen IT spending in the coming months.
• Major PC manufacturers, including Lenovo and HP, are shifting US-bound production out of China to mitigate the impact of tariffs.
• Analysts predict a market slowdown in later quarters as inventory levels normalize and higher prices reduce consumer demand.