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IDC warns of PC price hike due to new US tariffs

PC shipments grew 4.9 percent year-over-year in Q1 2025, reaching 63.2 million units from 60.2 million in Q1 2024, according to IDC report.

Lenovo ThinkBook
Lenovo ThinkBook

Growth was driven by vendors and end-users accelerating deliveries ahead of anticipated US tariffs.

Commercial demand remained strong, but new tariffs announced on April 2nd may inflate prices and delay IT spending, according to Jean Philippe Bouchard, research vice-president with IDC’s Worldwide Mobile Device Trackers.

Demand factors like Windows 10 upgrade cycles and on-device AI support continued to drive shipments.

PC market outlook for the rest of 2025 remains uncertain due to tariff impacts, inflationary pressure, and global recession risks.

PC companies are reassessing supply chains, inventory, and manufacturing strategies to mitigate tariff effects, Ryan Reith, group vice president with IDC’s Worldwide Device Trackers, said.

IDC expects any resulting hardware price increases to be passed on to consumers.

PC vendors

The top five PC vendors collectively accounted for over 74 percent of total shipments.

Lenovo led the market with 15.2 million shipments, securing a 24.1 percent market share, up from 22.8 percent in Q1 2024. HP Inc. followed with 12.8 million units and a 20.2 percent share, showing a slight increase from the previous year’s 20.0 percent.

Dell Technologies shipped 9.6 million units, achieving a 15.1 percent market share, slightly down from 15.4 percent in Q1 2024 despite a small increase in shipment volume. Apple recorded a notable rise, shipping 5.5 million units and capturing 8.7 percent of the market, compared to 8.0 percent a year earlier.

ASUS maintained its fifth position with 4.0 million units shipped, growing its market share to 6.3 percent from 6.0 percent in Q1 2024.

Shipments from other vendors totaled 16.2 million units, which accounted for 25.6 percent of the market, a decline from 27.9 percent in the same quarter last year, indicating a stronger performance from leading brands.

InfotechLead.com News Desk

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