智通财经网·2025-09-04 10:47Core Insights - The Chinese mainland PC market (excluding tablets) is projected to show strong performance in Q2 2025, with shipments reaching 10.2 million units, a year-on-year increase of 12% [1] - Lenovo continues to solidify its leadership position in the Chinese PC market, particularly in the AI PC segment, which is gaining significant traction [1][4] - The tablet market also experienced an 18% year-on-year growth, with shipments totaling 9.1 million units, showcasing Lenovo's competitive strategy [1] PC Market Performance - In Q2 2025, Lenovo's desktop and laptop shipments reached 3.4 million units, reflecting a 13% increase, and its market share grew to 34% [2] - The growth in the PC market is primarily driven by government consumption subsidies and strong procurement from state-owned enterprises and government [1][4] - AI PCs accounted for 28% of the overall PC market in Q2 2025, with Lenovo's AI PC shipments making up 27% of its total notebook shipments in China [2] Tablet Market Performance - The tablet market in China saw a total shipment of 9.3 million units in Q2 2025, with a year-on-year growth of 18% [3] - Lenovo achieved a 54% annual growth rate in the tablet segment, increasing its market share to 8% through its Tab series targeting gamers and creators [3] Future Outlook - Canalys forecasts a 2% year-on-year growth for the Chinese mainland PC market in 2025, driven by subsidies and replacement demand, with AI PC penetration expected to rise to 34% [4] - By the end of 2029, approximately 107 million AI PCs are projected to be shipped in the Greater China region, establishing a solid foundation for widespread AI application [4] - The government's "Artificial Intelligence +" initiative is expected to accelerate local AI infrastructure development and the commercialization of AI devices, benefiting companies like Lenovo [4]