2025年第二季度，印度PC市场同比增长6%，联想增幅最大，小米在平板电脑市场超越联想，跃居第三

Core Insights - The Indian PC market (excluding tablets) is projected to grow by 7% in 2025, reaching 15.1 million units, driven by increased enterprise demand and a preference for AI devices [1][6] - The tablet market, however, is expected to decline by 13% in 2025, totaling 5.2 million units, primarily due to reduced government procurement [1][6] PC Market Overview - In Q2 2025, the Indian PC market saw a year-on-year growth of 6%, with shipments reaching 3.6 million units [1] - Notebook shipments increased by 8% to 2.7 million units, while desktop shipments remained stable, rising by 1% to 861,000 units [1] - The growth in the notebook segment is largely attributed to enterprise demand and the adoption of AI technologies [3][5] Tablet Market Dynamics - The tablet market experienced a significant decline of 27% year-on-year in Q2 2025, with shipments dropping to 1.2 million units [5] - The primary reason for this decline was a 64% drop in commercial shipments due to a slowdown in government and educational orders [5] - In contrast, the consumer market for tablets grew by 35%, driven by online promotions and increased demand for affordable devices [5] Future Projections - The PC market is expected to maintain stable growth through 2026, supported by ongoing device upgrades and the proliferation of AI applications [1][6] - The tablet market may see a recovery in 2026, with a projected 15% growth due to government-funded educational projects [1][6] - The demand for AI PCs and updates related to Windows 11 will dominate procurement in the commercial sector [5][6] Market Share Insights - In Q2 2025, the leading brands in the Indian PC market included HP with a 30.2% market share, followed by Lenovo at 19.9% and Dell at 14.5% [8] - For the tablet market, the top brands were Samsung with 28.9% market share, followed by Lenovo at 19.6% and Xiaomi at 13.4% [8]