Counterpoint Research：第二季度全球PC出货量增长加速，关税担忧加剧

Core Insights - The global PC shipment volume is expected to grow by 8.4% year-on-year in Q2 2025, marking the largest increase since the peak demand during the pandemic in 2022 [1] - The growth is driven by the end of support for Windows 10, the rise of AI PCs, and early procurement due to anticipated changes in tariff policies [1] - Major companies like Lenovo, Apple, and Asus have seen shipment increases exceeding 10%, further solidifying their dominance in the global market [1] Industry Challenges - Uncertainty surrounding U.S. tariff policies has led many original equipment manufacturers (OEMs) to adopt a "wait-and-see" approach [1] - Ongoing concerns about tariffs are prompting OEMs to adjust their manufacturing locations, which may pose significant obstacles to PC shipment volumes in 2025 [1]