2025年第二季度中国大陆PC市场同比增长12% AI产品渗透率持续提升

Group 1: Market Performance - In Q2 2025, the PC market in mainland China (excluding tablets) is expected to reach 10.2 million units, representing a 12% year-on-year growth driven by consumer subsidies and strong government procurement [1] - The PC market in mainland China showed strong performance in Q2 2023, with consumer and commercial market shipments growing by 13% and 12% year-on-year, respectively [2] - The tablet market also experienced significant growth, with shipments increasing by 18% year-on-year to 9.1 million units [2] Group 2: Policy Impact - The digital product purchase subsidy policy launched by multiple government departments at the beginning of the year continues to release market dividends, effectively lowering consumer purchase costs and stimulating replacement demand [2] - The report predicts that the PC market in mainland China will grow by 2% year-on-year in 2025 and by 3% in 2026, with tablet shipments expected to reach 34 million units in 2025, an 8% increase [3] Group 3: AI Integration - AI technology is emerging as a new growth engine for the PC market, supported by government policies aimed at increasing AI device penetration [4] - The report indicates that the penetration rate of AI PCs (AIPC) in mainland China is expected to reach 34% by 2025 and further increase to 52% by 2026 [1][4] - By the end of 2029, approximately 107 million AIPC units are expected to be shipped in the Greater China region, laying a solid foundation for the widespread use of AI applications [4] Group 4: Competitive Landscape - The competition among upstream CPU manufacturers is driving PC device upgrades and price optimization, with significant discounts on previous-generation products from Intel and AMD [2] - As competition intensifies, specifications upgrades, product diversification, and AI functionalities are becoming the new norm in the tablet market [5] - The recent "Artificial Intelligence +" initiative by the Chinese government provides significant opportunities for AIPC development, focusing on key areas and promoting technological collaboration [5]