Overview

• Apple's Mac shipments reached 5.5 million units in Q1 2025, marking a 14.1% year-over-year growth and a 31% increase over two years.
• The global PC market saw a 9.4% increase in shipments during the same period, driven by manufacturers accelerating deliveries to the US before President Trump's tariffs took effect.
• Lenovo, HP, and Dell remain the top three PC makers by volume, but none matched Apple's growth rate in the first quarter of 2025.
• Analysts warn that the newly implemented tariffs could lead to inflationary pressures, potentially cooling consumer demand and delaying IT spending later in the year.
• Major PC vendors are expected to shift US-bound production out of China by the end of 2025 to mitigate the long-term impact of tariffs.