US Tariff: Add global PC sales

Global PC delivery increased by 6.7 percent to 61.4 million devices in the first quarter of this year as compared to the same period last year. It emerges from initial data that Global Technology Market Research Company Counterpoint Research Published on Tuesday,

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According to the counterpoint, the development was mainly operated by PC manufacturers who accelerated their delivery in the run-up for the expected American tariffs, as well as the increasing acceptance of AI-capable PC against the background of the end of the support of Windows 10. It looked different a few months ago. Windows 10nd and AI do not inspire PC sales, evaluating in January 2024. However, the increase in the first quarter may be short -lived, counterpoint suspects. Market researchers expect the impact of American tariffs to reduce the dynamics of development in 2025 for the PC market.

Apple and Lenovo Stab Out

About 7 percent of PC sales in the first quarter are largely responsible Apple and Lenovo responsible for plus. The US Group Apple recorded a plus for a 17 percent delivery compared to the previous year, with its AI-Saksham Macbook series with the M4 processor. PC delivery from Chinese manufacturer Lenovo increased by eleven percent. According to Counterpoint, this shows diversification of the Lenovo product range and its expansion for AI-competent PCs. Lenovo remained a brand with the largest market share with 25 percent in the first quarter of the year, followed by American manufacturer Hewlet-Packed (HP) and Dell. These have increased by six or four percent compared to the previous year and possibly profitable on the US market. According to Counterpoint, this also applies to other large brands that were capable of consolidating their market shares in view of growing customs.

“In the future, competitive dynamics will be shaped by the manufacturers’ ability to diversify their supply chains and production locations and placed themselves in position to offer the best AI PC experiences by entering the important ecosystem participation, from silicon to model providers, significant ecosystems.”

Customs risk and other challenges

In view of Donald Trump’s trade war and related customs risks against China, according to the PC industry, counterpoint, faces important challenges. At least not because global PC production is still focused in China. The US customs policy ignored the PC industry. Manufacturers are encountered with rising costs and potential declines in supply and demand.

Washington has a temporary customs for some electronic uses, including laptops and smartphones, and thus temporary relief. But uncertainty remains. The report stated that the American tariffs expected on semiconductors and other technical products “threatened to disrupt supply chains and reduce demand and investment in AI infrastructure and equipment,” the report states.

Rather it will be cloudy

So the market researchers believe that laptop manufacturer will continue the production of China’s production for other countries such as Vietnam, India and Mexico, even though men mentioned with American tariffs of various heights. The top priority for PC providers “must transfer the production of all products desired for the US market for manufacturing lines outside China,” the assessment said.

So the scene is anything but Rosie. “High tariffs or tariff-political uncertainty will probably prevent consumers or companies from purchasing new equipment at additional costs, which will slow down growth and increase in entry growth,” said David Naranjo, director of the deputy counterpoint, said David Narnjo said. “The ongoing global economic uncertainty will also be a dangerous risk of our forecast in 2025 development of the PC market.”

(AKN)