智通财经网·2025-10-21 05:48Core Insights - The total shipment volume of desktops, laptops, and workstations is projected to grow by 6.8% year-on-year in Q3 2025, reaching 72 million units, driven by the demand for device upgrades as Windows 10 service termination approaches [1][3] - Lenovo has shown strong performance in Q3 2025, with a shipment increase of 17% year-on-year, solidifying its leading position in the global PC market [1][6] Industry Overview - The demand for PC upgrades remains high as the deadline for Windows 10 service termination approaches, with many users still on Windows 10 or using PCs older than five years [3][5] - A survey indicates that only 39% of B2B clients have completed their PC upgrades to Windows 11, suggesting significant work remains for Microsoft and its partners [5] Company Performance - Lenovo's Q3 2025 shipments reached 19.4 million units, capturing a market share of 26.7% [7] - HP ranked second with shipments of 15 million units, reflecting an 11% year-on-year growth, while Dell ranked third with a 3% growth [6][7] - Apple maintained its position with over 6 million units shipped for the fifth consecutive quarter, and Asus shipped 5.8 million units, marking a 7% increase [6][7] Future Outlook - Major industry players are expected to unveil new product roadmaps to stimulate PC purchasing demand, with Qualcomm and Intel announcing upgrades to their high-end PC chipsets [5][6] - The 2026 CES is anticipated to showcase new and attractive PC products, with a focus on "device-side AI" [6]