TechInsights: In the first quarter, notebook computer shipments increased by 6.6% year-on-year, with strong performance in the U.S. market
TechInsights stated that in the first quarter, laptop shipments increased by 6.6% year-on-year. Due to OEM manufacturers preemptively restocking inventory in response to potential tariff impacts, the U.S. market showed strong shipment performance. The uncertainty surrounding U.S. tariff policies and related risks continues to exist, which will negatively affect the PC market outlook for the remainder of 2025. Lenovo's laptop shipments continue to lead the market, growing by 10% compared to the same period last year. HP remains the second-largest laptop manufacturer, holding a 20% share of the laptop market in the second quarter. Dell grew by 2% year-on-year, ranking third. Apple's latest MacBook Pro equipped with the M4 chip drove an increase in Apple's shipments, growing by 13% compared to the same period last year. ASUS continued to lead Acer this quarter. The firm still expects that the end date for Windows 10 support will drive new personal computer purchases, but the impact of tariffs on consumer and small business demand is expected to be greater than on large enterprises. This uncertainty makes the market outlook and forecasts challenging
According to the Zhitong Finance APP, TechInsights reported that in the first quarter, laptop shipments increased by 6.6% year-on-year. Due to OEM manufacturers preemptively restocking inventory to cope with potential tariff impacts, the U.S. market showed strong shipment performance. The uncertainty surrounding U.S. tariff policies and related risks continues to exist, which will negatively affect the PC market outlook for the remainder of 2025.
Lenovo's laptop shipments continue to maintain market leadership, growing by 10% compared to the same period last year.
HP (HPQ.US) remains the second-largest laptop manufacturer, holding a 20% share of the laptop market in the second quarter.
Dell grew by 2% year-on-year, ranking third.
Apple (AAPL.US)'s latest MacBook Pro equipped with the M4 chip drove an increase in Apple's shipments, growing by 13% compared to the same period last year.
ASUS continued to lead over Acer this quarter.
The bank still expects that the end date for Windows 10 services will drive new personal computer purchases, but the impact of tariffs on consumer and small business demand is expected to be greater than on large enterprises. This uncertainty makes the market outlook and forecasts challenging
