AI PC的普及和二三线城市需求的爆发，2025年印度PC市场将增长6%

Core Insights - The Indian PC market (excluding tablets) is projected to grow by 6% in 2025, reaching over 15 million units, driven primarily by a 21% increase in notebook shipments, while tablet shipments are expected to decline by 24% [1][3] - The rise of AI laptops is notable, with shipments increasing by 253% year-on-year, indicating a strong demand for high-performance devices among both consumers and businesses [1][5] - The market is witnessing a shift, with tier-2 and tier-3 cities emerging as significant growth engines for PC sales, as digital awareness and access to services expand [1][4] Market Segmentation - Consumer Market: Expected to grow from 2.83 million units in 2024 to 2.92 million in 2025, with a growth rate of 3.2% [4] - Commercial Market: Anticipated to decline slightly in 2025 but recover with a growth rate of 5.2% in 2026 [4] - Government Sector: Projected to grow steadily, reaching 170 million units in 2025, with a growth rate of 2.9% [4] - Education Sector: Expected to see a significant decline in 2025, with a drop of 22.3%, but a recovery is anticipated in 2026 with a growth rate of 12.1% [4] Trends and Drivers - The PLI (Production-Linked Incentive) scheme is expected to enhance local manufacturing, with more brands likely to announce "Make in India" expansion plans [5] - The demand for gaming and high-end devices is anticipated to increase as the replacement cycle accelerates, despite potential pressures from geopolitical and economic uncertainties [5] - The overall market dynamics are shifting towards AI applications, localized manufacturing, and value-driven demand, setting the stage for growth in 2026 [4][5]