Q2 PC units up 4.4% YoY | Electronics Weekly

“In the second quarter of 2025, enterprise demand outpaced consumer demand, underpinned by Windows 11 migrations and pandemic-era desktop renewals, while consumer refreshes slowed as buyers deferred purchases,” says Gartner’s Rishi Padhi,  “PC shipments are forecast to rise 2.4% in 2025, propelled by a tariff-driven front-loaded inventory surge in the first half of 2025 in the U.S., and ongoing Windows 11 replacement cycles in the rest of the world. In the second half of 2025, shipment growth is expected to plateau as vendors draw down stock in response to demand, potentially creating excess inventory by year-end.

North America Q2 PC shipments declined 0.5%, APAC was remained flat year-over-year and thevEMEA PC market grew 5.3% year-over-year.

“The expected surge in new device purchases has been subdued, as many organizations opt to update existing PCs to Windows 11 rather than invest in new hardware,” says Padhi.

There were no major changes in the top five vendor rankings worldwide in the second quarter of 2025.

Lenovo saw the strongest growth in global PC shipments among the top five vendors at 13.9% year-over-year.

Table 1: Gartner Data Snapshot: Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q25 (Thousands of Units)