Core Insights - The PC market in mainland China is projected to reach 10.2 million units in Q2 2025, marking a 12% year-on-year growth, driven by strong demand from both consumer and commercial sectors [1] - Apple has shown remarkable performance due to the new MacBook Air, supported by policy subsidies, while Huawei continues to lead the tablet market [1] - The growth is primarily attributed to ongoing consumer subsidy policies and robust demand from state-owned enterprises and government procurement [1] PC Market Overview - The PC market (excluding tablets) in mainland China is expected to grow by 2% in 2025 and by 3% in 2026 [1] - The tablet market is projected to grow by 8% in 2025 but is expected to decline by 9% in 2026 [1] AI PC Segment - AI PCs are emerging as a new market driver, accounting for 28% of the overall PC market in Q2 2025, with an expected penetration rate of 34% for the entire year [1] - By 2026, the penetration rate of AI PCs is anticipated to rise to 52% [1] - Cumulative shipments of AI PCs in the Greater China region are projected to reach 107 million units by the end of 2029, laying a solid foundation for the proliferation of AI applications [1]

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