Dec. 1 at 7:33 PM
Counterpoint: Global PC shipments rose +8.1% y/y in 3Q25, driven by approaching
$MSFT Windows 10 sunset, & strategic inventory adjustments related to certain US import tariff policies.
Lenovo,
$AAPL & Asus saw over +10% y/y growth in shipments, further consolidating their worldwide market dominance among the major brands.
Together, these top 5 vendors (incl
$DELL &
$HPQ ) nearly three-quarters of the global PC market
Significant growth in the AI PC market is expected from 2026, following the launch of new AI chipsets by key manufacturers but significant mass shipments of these AI-centric chips will only arrive in late 2026, w/ broader availability in 2027. This timeline suggests that the real AI PC boom – when AI-optimized PCs become a mainstream segment – will come to fruition post-2026
$INTC