TechTarget(US:TTGT) Canalys·2025-12-11 01:02Core Insights - The Indian PC market (excluding tablets) is projected to reach a record shipment of 4.9 million units in Q3 2025, marking a 13% year-on-year growth, driven by pre-festival stockpiling and stable commercial client deliveries [1] - The laptop segment is expected to account for 4 million units shipped, reflecting a 12% increase, while desktop shipments are anticipated to rise by 18% to 920,000 units [1] - In contrast, the tablet market is expected to decline by 19% year-on-year to 1.6 million units due to delays in government-led educational project tenders [1] Market Performance - The consumer market in India is projected to grow by 20% year-on-year, primarily driven by early stockpiling by manufacturers ahead of the festive season [3] - E-commerce platforms have seen strong initial sales momentum, followed by a rapid increase in offline retail demand, supported by consistent discount and cashback schemes [3] - High-end laptop shipments are expected to increase by 27% due to the availability of higher-spec models and attractive cashback policies [3] Commercial Market Dynamics - The commercial market is expected to grow by 7% year-on-year, driven by steady enterprise client upgrade plans and ongoing project deliveries [3] - Large enterprises are adhering to established replacement cycles, ensuring stable commercial demand, while small and medium enterprises remain cautious due to rising component costs [3] Tablet Market Trends - The tablet market is experiencing a significant decline, primarily due to delays in large-scale educational project deployments and continued low spending from private educational institutions [4] - However, the consumer tablet market has seen a 14% growth, driven by increased demand for affordable LTE models and stable adoption in entertainment and learning scenarios [4] Future Outlook - The Indian PC market is expected to continue its steady growth into 2026, with an overall growth rate of 2%, supported by ongoing device refresh cycles and the accelerated adoption of AI PCs in mainstream markets [1][6] - The commercial tablet market is anticipated to rebound in 2026 as previously delayed educational procurement projects are executed [7] - The growth of AI-enabled devices is expected to be one of the fastest-growing segments, with a broader range of price points and enhanced software experiences driving mainstream adoption [6] Shipment Forecasts - The total PC market in India is projected to grow from 14.1 million units in 2024 to 15.9 million units in 2025, reflecting a 12.8% growth rate [8] - The tablet market is expected to decline from 6 million units in 2024 to 4.9 million units in 2025, with a significant drop in government and educational sector shipments [8]