Overview
- Global PC shipments rose 8.1% year over year in Q3 2025, according to Counterpoint Research.
- Apple’s Mac shipments increased 14.9% in the quarter as some Windows 10 users opted for Macs instead of moving to Windows 11 PCs.
- Lenovo led vendor growth at about 17.4%, with Asus up 14.1% and HP up 10.3%, while Dell declined roughly 0.9%.
- Analysts point to Windows 11 hardware requirements and the end-of-support deadline as primary catalysts, with some inventory adjustments linked to U.S. tariff concerns.
- Microsoft is offering a one-year Extended Security Updates program for Windows 10 through October 13, 2026, and researchers expect an AI-PC growth phase after 2026 as new chips arrive.