Global PC Shipments Rise 6.5% YoY Driven by Windows 11 Adoption
What happened
Global PC shipments increased by 6.5% year over year to 68.4 million units in the second quarter of 2025, according to IDC data cited in market reports. This growth was fueled by the ongoing enterprise transition from Windows 10 to Windows 11, which saw a 75% year-over-year surge in commercial deployments during the third quarter of fiscal 2025. Microsoft is also rolling out Copilot+ PCs, which integrate AI applications from partners like Adobe, Canva, and Zoom.
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Why it matters
The market competition remains fierce, with Lenovo leading the shipments market at 24.8% share, followed by HP and Dell Technologies. Companies were reportedly pushing high shipment volumes into the United States ahead of potentially higher tariffs. Microsoft expects revenues from its More Personal Computing segment to reach between $12.35 billion and $12.85 billion for the fourth quarter of fiscal 2025.
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Who's involved
- MicrosoftDominates the desktop operating system market with Windows.
- Apple Inc.Major competitor in the global technology market.
- LenovoLeading global PC shipments with a 24.8% market share.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- MicrosoftSpeculative
Microsoft's revenue from its More Personal Computing segment could reach between $12.35 billion and $12.85 billion in the fourth quarter of fiscal 2025.
How it developed
Newest first. Tap a step to see who reported it.- ZDNET published performance tests on various products from major tech companies, including Lenovo, Microsoft, and Apple Inc.Sub-event
- Lenovo appoints Ryan McCurdy as North American representative, while Connection, a partner, wins Partner of the Year award.Sub-event
- Amazon sells laptops loaded with Windows 11 Pro.Sub-event
- Market competition heats up as Lenovo retains market lead over Dell Technologies, while Apple Inc. sees market growth amid Windows 10 EOL and tariff impacts.Sub-event
- Retail and tech companies are navigating market pressures related to PC sales, appliance trends, and service offerings.Sub-event
Competition heats up between Microsoft, Apple, and PC manufacturers like Lenovo and Dell.1 source
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The entities involved
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Microsoft
American multinational technology corporation
- Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.
- Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.
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Apple Inc.
American multinational technology company based in Cupertino, California
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Lenovo
Chinese multinational technology company established in 1984
- Lenovo, the company, was founded in Beijing, China, and its origins trace back to founder Liu Chuanzhi. The company also utilizes external data sources like MarketBeat and integrates acquired brands such as Motorola Mobility.
- The AI industry is seeing major shifts, with OEMs like Lenovo developing AI PC lineups, while Intel competes with AMD and Qualcomm, and software like Microsoft Power BI leverages AI.
Related events
Coverage
Newest first; wire copies grouped- ZacksSteady Transition to Windows 11 Aids MSFT: What's the Path Forward? Microsoft MSFT continues to dominate the desktop operating system market through Windows. The ongoing transition to Windows 11 from