Global PC Market Sees Growth in Q2

In the second quarter of 2025, the global PC market saw a 6.5% increase in shipments to 68.4 million units, marking the seventh consecutive quarter of growth. Commercial customers upgraded to Windows 11, driving the growth. Lenovo led the market, followed by HP and Dell. Apple showed the highest growth among the top vendors.

The rise in PC shipments was driven by replacing older PCs and the shift to Windows 11. In the U.S., shipments were muted due to tariffs, while the rest of the world saw strong demand. AI-equipped PCs are gaining interest. Dell has a Zacks Rank #1, HP and Apple have a Zacks Rank #3, and Lenovo has a Zacks Rank #4.

A new wave of uncertainty looms over the PC market due to U.S. tariffs, potentially causing price increases. However, some companies may offer deals to clear inventory. The AI PC market could boost growth. Investors should brace for uncertainty as tariffs and other risks escalate.

The semiconductor industry is poised for growth as data demand rises. One chipmaker, not NVIDIA, is positioned to benefit. Specializing in products NVIDIA doesn’t make, this under-the-radar company is entering the spotlight. Investors can learn more about this stock for free.

Read more at Nasdaq: What Does Q2 Reveal About the Direction of the Global PC Market?