Beijing-based Lenovo grew quarterly PC shipments 15%, outperforming competitors HP Inc. and Dell Technologies Inc., according to Counterpoint Research. The overall market grew 8.4%, its fastest pace since 2022, driven by a replacement cycle as support for Windows 10 ends later this year and customers front-load purchases. Like its rivals, Lenovo has touted so-called AI PCs equipped with more powerful hardware to perform workloads from real-time transcription to image generation.
“Due to the US tariff-related uncertainty, PC shipments will likely weaken year-on-year starting from the second half of 2025,” Counterpoint Senior Analyst Minsoo Kang said. US President Donald Trump has announced tariffs on imports from some trading partners and declared plans for a 100% levy on chips, raising concerns for the PC industry.
