According to the counterpath report, such an increase is associated with the desire of brands to have as many devices as possible before the entry into force of new US tariffs for Chinese goods. Apple moved similarly and urgently delivered several aircraft from the iPhone, Macbook and iPad to states from India.
Almost all major manufacturers felt growth: Apple +17%(thanks to the start of Chip M4 with MacBook Air sales), Lenovo +11%, ASUS 9%, HP -6%, Dell -4%. Even Vaio, which organized an action in April in April, was able to show 1% of the increase.
Another factor is the end of approaching support to Windows 10 (14 October 2025). The owners of incompatible devices start to update the park, more often switches to laptops with Windows 11. The growth of AI PC sales is not yet with artificial intelligence, but with the need to meet the requirements of the system.
In the second half of the year, the demand is expected to decrease, especially after the full version of the tariffs entered into force.
Source: Ferra
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