Mac Shipments Jump Nearly 15% as Global PC Market Rebounds in Q3

Overview

• Counterpoint reports global PC shipments rose 8.1% year over year in Q3 2025, propelled by the approaching Windows 10 support cutoff and inventory moves tied to U.S. tariff policies.
• Apple’s Mac shipments climbed 14.9% on strong new MacBook demand and growing enterprise adoption, nearly doubling the market’s pace.
• Lenovo led by growth at roughly 17% with Apple in second and Asus near 14%, while HP rose about 10% and Dell slipped around 1%.
• The top five vendors together accounted for nearly three-quarters of shipments, highlighting continued consolidation among leading OEMs.
• Analysts cite AI-capable PCs as the next catalyst, though Counterpoint commentary differs on whether meaningful demand arrives next year or after 2026.