Overview

• Apple achieved 17% year-on-year shipment growth in Q1 2025, the highest among all PC brands, driven by the launch of its M4 MacBook Air and AI-capable hardware.
• Global PC shipments reached 61.4 million units in Q1 2025, reflecting a 6.7% increase as manufacturers and consumers accelerated orders ahead of potential US tariffs.
• Apple’s global PC market share increased from 9% to 10%, while Lenovo also posted strong growth at 11%, supported by its AI-focused product portfolio.
• Analysts caution that the Q1 surge may be temporary, as inventory normalization and looming US tariffs on tech components could dampen growth later in 2025.
• The US-China trade tensions continue to pressure manufacturers to diversify supply chains, with companies exploring production shifts to Vietnam, India, and Mexico.