Canalys：AI PC普及和二三线城市需求爆发 预计2025年印度PC市场将增长6%

Core Insights - The Indian PC market is projected to grow by 6% in 2025, with shipments exceeding 15 million units, while the tablet market is expected to decline by 8% [1] - The first quarter of 2025 saw a 13% year-on-year increase in PC shipments, reaching 3.3 million units, driven primarily by a 21% increase in notebook shipments [1][3] - The rise of AI-enabled laptops is significant, with a 253% year-on-year increase in shipments, indicating strong demand for high-performance devices [3] PC Market Trends - The overall PC market is expected to grow at a rate of 6.2% in 2025, with consumer and commercial markets showing different growth trajectories [5][6] - The consumer market is projected to grow from 6.026 million units in 2024 to 6.174 million units in 2025, while the commercial market is expected to increase from 7.197 million units to 7.768 million units [6] - The government sector is anticipated to grow at a rate of 4.6%, while the education sector is expected to see a significant increase of 24.3% in 2025 [6] Tablet Market Dynamics - The tablet market is experiencing a bifurcation, with consumer demand increasing by 21% due to online promotions, while the commercial segment is declining by 54% due to delayed government and educational procurement [3][5] - Overall tablet shipments are expected to decrease from 6.028 million units in 2024 to 5.563 million units in 2025, reflecting a -7.7% growth rate [6] Emerging Markets - Tier 2 and Tier 3 cities in India are becoming crucial growth engines for the PC market, driven by increased digital awareness and the expansion of broadband and electronic services [3] - Consumers in these regions are price-sensitive and prioritize performance, durability, and after-sales service when making purchasing decisions [3] Future Outlook - 2025 is seen as a pivotal year for the Indian PC and tablet markets, with AI PCs transitioning from niche to mainstream and local manufacturing initiatives beginning to show results [5] - The education sector is expected to be a major driver for tablet growth by the end of 2025, despite current challenges in the commercial segment [3][5]