LENOVO GROUP(HK:00992) 智通财经网·2025-07-11 02:28Core Insights - The global PC shipment volume in Q2 2025 reached 67.6 million units, marking a year-on-year growth of 7.4% [1][2] - Notebooks, including mobile workstations, accounted for 53.9 million units shipped, with a growth of 7% year-on-year, while desktop shipments grew by 9% to 13.7 million units [1][2] Market Share and Performance - Lenovo maintained the top position in the global PC market with a market share of 25.1%, up from 23.4% in Q2 2024, representing an increase of 1.7 percentage points [3] - HP ranked second with a market share of 20.9%, down from 21.7% year-on-year, while Dell's market share fell to 14.5% from 16.0% [3] - Lenovo's shipment volume reached 16.974 million units, a significant increase of 15.2% compared to 14.732 million units in Q2 2024 [3] Strategic Insights - Lenovo's success is attributed to its comprehensive product range and precise iterations, particularly in the ThinkPad series for business and Yoga series for consumers [4] - The company has enhanced its global supply chain coordination, establishing localized production and channels in emerging markets like Southeast Asia and Latin America [4] - The competition in the PC market is expected to intensify around hardware performance, AI applications, and ecosystem development, with Lenovo and Apple showing stronger competitiveness among leading manufacturers [4]