Canalys：2025年第二季度印度PC市场同比增长6% 联想增幅最大

Core Insights - The Indian PC market (excluding tablets) is projected to grow by 6% year-on-year in Q2 2025, reaching 3.6 million units, driven primarily by increased enterprise demand and a preference for AI devices [1] - The tablet market, however, is expected to decline significantly, with a 27% year-on-year drop to 1.2 million units due to reduced government procurement [1] Group 1: Market Performance - In Q2 2025, notebook shipments increased by 8% to 2.7 million units, while desktop shipments saw a slight rise of 1% to 861,000 units [1] - The overall PC market is anticipated to grow by 7% in 2025, reaching 15.1 million units, while the tablet market is expected to shrink by 13% to 5.2 million units [1] Group 2: Drivers of Growth - Enterprise-driven demand is the main force behind the growth of the notebook market, with AI notebook shipments nearly tripling year-on-year as companies accelerate AI infrastructure deployment [2] - Consumer market growth is supported by enhanced retail momentum and digital adoption, with notebook shipments increasing by 12% due to strong e-commerce performance and promotional activities [2] Group 3: Future Outlook - In the second half of 2025, strong consumer demand for notebooks is expected to continue, driven by competitive pricing and government support for locally manufactured devices [3] - The tablet market will remain under pressure, but educational projects in Uttar Pradesh may boost shipments towards the end of the year [3] - The Indian PC market is entering a critical phase where AI adoption, educational tenders, and local manufacturing will shape its growth trajectory [3]