Global PC Shipments Jump 9.3% in Q4 2025, Fueled by AI and Upgrades

Global PC shipments grew 9.3% year-over-year in the fourth quarter of 2025, reaching 71.5 million units. For the full year, the market rebounded with 9.1% growth, shipping over 270 million units and reversing previous declines. Growth was driven by consumer demand, business Windows 11 upgrades, and vendor promotions for AI PCs. However, analysts note that AI features have yet to deliver major productivity gains, with many organizations upgrading primarily to future-proof their hardware.

Key Points: PC Shipments Grow 9.3% in Q4 2025, AI Drives Market

  • Q4 shipments hit 71.5M units
  • Full-year 2025 growth at 9.1%
  • Lenovo, HP, Dell gained market share
  • AI PC promotions fueled replacement demand
2 min read

Global PC shipments up 9.3 pc in Oct-Dec in AI era

Global PC shipments hit 71.5M units in Q4 2025, a 9.3% rise. Growth driven by Windows 11 upgrades and AI PC promotions, says Gartner.

"Demand softened by the end of the quarter as price pressure and promotions offset earlier price increases on high-end GPUs and AI PCs - Rishi Padhi, Gartner"

New Delhi, Jan 20

PC shipments reached 71.5 million units globally in the fourth quarter of 2025 -- a 9.3 per cent increase from the fourth quarter of the previous year, according to preliminary results by Gartner on Tuesday.

For the entire 2025, worldwide PC shipments reached more than 270 million units, a 9.1 per cent increase from 2024.

Rishi Padhi, Research Principal at Gartner, said that the PC market maintained healthy growth in the fourth quarter of 2025, largely driven by robust consumer demand and business demand fuelled by the Windows 11 upgrade cycle.

"Demand softened by the end of the quarter as price pressure and promotions offset earlier price increases on high-end GPUs and AI PCs, resulting in stable or slightly lower average selling prices," he mentioned.

According to the report, there were no major changes in the top six vendor rankings worldwide in the October-December period, with the top three vendors -- Lenovo, HP and Dell -- increasing their market share year-over-year.

The PC market rebounded last year, achieving 9.1 per cent growth over 2024, with more than 270 million units shipped. This marks a significant turnaround following two years of steep decline in 2022 and 2023, and only modest gains in 2024.

Tariff volatility, anticipated memory price hikes in 2026, and rising costs associated with Windows 10 Extended Security Updates prompted businesses to prioritise replacing hardware, said Padhi.

The report further stated that another factor for growth in 2025 was vendors focused heavily on promoting AI PCs to capture replacement demand.

However, most AI PC features, such as local inference, have yet to deliver significant productivity gains compared to cloud-based AI solutions.

As a result, many organisations are upgrading primarily to future-proof their fleets, rather than to realise immediate business value from AI capabilities, said Padhi.

- IANS

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Reader Comments

P
Priya S
The point about "future-proofing" is so true. My company in Bangalore is replacing all old PCs, but honestly, we aren't using any fancy AI features yet. It feels more like a forced upgrade cycle due to Windows 11.
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Rohit P
Lenovo, HP, Dell... same old players. Wish we had more competitive Indian brands in this space. The prices are still quite high for a good configuration, especially with the new AI tax. 😅
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Sarah B
Interesting data. From a consumer perspective, the promotions around Diwali and year-end sales definitely pushed me to buy a new laptop. The discounts were significant.
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Vikram M
The report is honest about AI features not delivering major gains yet. Vendors are selling the dream, but for most users in India, a reliable PC for basic work, browsing, and maybe some gaming is what matters. Don't get fooled by the hype.
K
Karthik V
With the memory price hikes expected next year, it was a good time to buy now. Just got a new desktop for my home office in Chennai. The upgrade from my 8-year-old system feels like moving from a cycle to a bullet train!

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