Despite the turbulent landscape created by recent US tariffs, the global personal computer (PC) market has seen a commendable rise in shipments during the first quarter of 2025, particularly in the realm of AI-enabled PCs. According to the latest preliminary report published by Counterpoint Research, a well-regarded market analysis firm, PC shipments rose from 57.5 million units in Q1 2024 to 61.4 million units in Q1 2025. This marks a solid increase of 6.7% compared to the same period last year, illustrating a resilient demand for computing devices even amidst economic uncertainty.

Lenovo, a global leader in PC manufacturing, maintained its top position in the market, increasing its market share from 24% to an impressive 25%. This growth can be attributed to their robust lineup of products and effective supply chain strategies, which have allowed them to navigate through tariff-related challenges successfully. Meanwhile, Apple has made significant strides, achieving a remarkable 17% increase in market share, climbing to a total of 10% of the global PC hardware market. This growth indicates a strong consumer preference for Apples innovative products, particularly in the AI segment.

Notable competitors such as ASUS, HP, and Dell also reported positive growth figures, managing to secure higher market shares than in the previous year. The exemption of laptops from the recent round of US tariffs appears to play a crucial role in facilitating this upward trend. Analysts suggest that as long as laptops remain untaxed, the market could continue to experience growth. However, the specter of additional tariffs looms large, with expectations that duties may soon be applied to semiconductors and various tech products in the upcoming quarter.

The introduction of these additional charges could significantly impact the prices of AI PCs, compelling manufacturers to reconsider their supply chains. There are discussions about potential shifts in manufacturing operations from China to other countries as companies seek to mitigate the financial impact of these tariffs. These changes could ultimately affect not only the shipments of PCs but also the overall growth trajectory of the global PC hardware market.

Despite these uncertainties, the forecast for the year remains cautiously optimistic. Counterpoint Research initially projected a mid-single-digit growth rate for the PC market in 2025, but analysts warn that this forecast may need to be reevaluated if tariffs are enacted. The overall sentiment in the industry reflects a blend of hope and caution as companies navigate the complexities of international trade and evolving consumer demands.