Zhong Guo Jin Rong Xin Xi Wang·2025-10-10 05:54Group 1 - The global traditional personal computer market is showing sustained vitality with a total shipment of 75.9 million units in Q3 2025, representing a 9.4% increase compared to 69.3 million units in the same period last year [1] - Lenovo Group maintains its position as the global PC market leader with a shipment of 19.4 million units and a market share of 25.5%, achieving a year-on-year growth of 17.3%, surpassing the market average [1] - Lenovo's market share gap with the second-ranked HP (19.8% market share) has widened to 5.7 percentage points, while Dell's market share has decreased from 14.2% to 13.3% with only a 2.6% growth [1] Group 2 - The stability of the supply chain and operational flexibility are key factors determining PC manufacturers' market performance in the current complex global trade environment [2] - Lenovo's strong performance is attributed to its unique ODM+ manufacturing model and flexible "global/local" operational strategy, enabling efficient cost control and rapid delivery [2] - Market research firm Canalys predicts that AI PC shipments will account for 70% of the market by 2028, with a compound annual growth rate of 44% from 2024 to 2028 [2] - Lenovo is actively executing its "hybrid AI" vision, which encompasses high-performance AI PCs, edge computing, and cloud computing, aiming to provide a secure and reliable AI-driven work environment [2] - By increasing R&D investment and implementing its "hybrid AI" vision, Lenovo is transforming its market advantage into long-term competitive advantages in the AI PC growth segment [2]