US EditionTrump Tariffs Turn Techies Topsy-Turvy: US Braced for PC Tax
UNITED STATES, JUL 9 – Global PC shipments rose 6.5% in Q2 2025 driven by Windows 11 adoption and aging devices while US demand stayed flat amid delayed tariff implementation.
- IDC reported global PC shipments rose 6.5% year over year to 68.4 million units in Q2 2025, with the US market remaining flat.
- The US market’s flat growth reflects inventory buildups and demand slowing amid looming import tariffs set to take effect August 1 after a delay from July 9.
- Lenovo led manufacturers with 17.0 million units and 24.8% market share, while Apple grew fastest at 21.4%, and HP shipped 14.1 million units with 3.2% growth.
- Jean Philippe Bouchard noted US demand might be slowing due to tariff anticipation and recommended CIOs work proactively with partners to navigate shifts.
- While global demand remains strong due to Windows 11 adoption and an aging install base, tariff uncertainty challenges market stability and complicates supply chains.
12 Articles
12 Articles
U.S. PC market stalls in Q2_ anticipating tariffs
PC sales worldwide have steadily grown since late last year. The U.S. PC market, however, has crashed back to earth. IDC’s preliminary numbers for the second quarter of 2025 show flat year-over-year growth of 0 percent, versus 9 percent for the rest of the world. All told, PC shipments during the second quarter of 2025 grew 6.5
Tariff uncertainty hits US PC shipments in Q2
The impact of threatened tariffs from the Trump administration could cause shrinking PC sales, particularly in the US market, and potentially in other regions across the globe as well. This prediction was featured in the IDC Worldwide Quarterly Personal Computing Device Tracker, released Tuesday, which showed that, while global PC shipments during the second quarter of 2025 increased by 6.5% from the prior year, with 68.4 million units, the US m…
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