2025年Q3全球PC出货量同比增长8.1%

Group 1 - The global PC shipment volume is expected to grow by 8.1% year-on-year in Q3 2025, driven by the end of support for Windows 10 and inventory strategy adjustments related to U.S. import tariffs [1][2] - Approximately 40% of the current PC installed base is still running Windows 10, creating a replacement cycle that is anticipated to be a major growth driver for the PC market in the coming years [2] - The rise of AI PCs is expected to significantly boost shipments starting in 2026, driven by the commercialization of next-generation processors designed for local AI computing [2][3] Group 2 - The PC market recovery in 2025 is not just a system update but also a preparation for the next phase, with many enterprises procuring AI-capable PCs to position themselves for future applications [3] - The upcoming replacement wave will be driven by "edge intelligence" rather than mere performance enhancements [3]