Overview
- IDC estimates worldwide PC shipments rose 9.4% year over year in Q3 2025 to about 75.9 million units, while Omdia reports 72 million and 6.8% growth.
- Asia-Pacific and EMEA each grew roughly 14% year over year, with Japan’s Windows 10 replacement cycle and the GIGA education program driving APAC gains.
- U.S. sales increased by about 1% as tariff shocks and macroeconomic uncertainty slowed momentum following earlier shipment front‑loading.
- Lenovo expanded its lead and share in Q3 2025, with IDC data showing about 25.5% market share and the top five vendors capturing just over three quarters of the market.
- Apple’s quarter is characterized differently across firms, with IDC citing roughly 13.7% Mac growth and Omdia reporting 4.3%, while Windows 11 upgrade demand is expected to extend into 2026.