Unfazed by tariffs risks! Lenovo's second quarter PC shipments increased by 15.2% year-on-year, with market share reaching a new historical high.

Global personal computer shipments continued to grow in the second quarter, with International Data Corporation (IDC) releasing preliminary data from the "Global Quarterly Personal Computing Device Tracker" today. In the second quarter of 2025, global PC shipments reached 68.4 million units, a year-on-year increase of 6.5%. Among them, Lenovo, with a market share of 24.8%, once again broke its historical record, increasing by nearly 2 percentage points compared to the same period last year, firmly holding the top spot in the global PC market. At the same time, shipments reached 16.97 million units, a year-on-year increase of 15.2%, demonstrating strong industry competitiveness and dominance. Jean Philippe Bouchard, Vice President of Research at IDC's Global Mobility Device Tracking Department, pointed out that despite the pressure of slowing demand in the US market due to tariff policies, demand in other regions around the world remains strong, driven by the replacement of old devices and the upgrade to the Windows 11 system. Market share continues to expand as top 3 manufacturers lead in growth As a leading enterprise in the global PC industry, Lenovo's performance is outstanding. In an environment where global PC market shipments grew by 6.5%, Lenovo's shipment growth rate reached 15.2%, almost double the market average growth rate. This not only reflects Lenovo's strong competitiveness in the global PC market, but also demonstrates its leading position and powerful brand influence in the industry. In stark contrast to Lenovo's strong growth, its competitors had relatively weak performances in the second quarter of 2025. According to IDC data, HP (HPI) ranked second with shipments of 14.1 million units, a year-on-year increase of only 3.2%, with a market share of 20.7%, a decrease of 0.7 percentage points. Dell ranked third with shipments of 9.8 million units, a year-on-year decrease of 3.0%, with a market share of 14.3%, a decrease of 1.4 percentage points. It can be seen that Lenovo not only leads the market share by 4.1 percentage points over the second place, and by 10.5 percentage points over the third place, but also leads significantly in year-on-year growth. Globalization layout demonstrates resilience in gradually fulfilling the promise of "Two Stays" A deep analysis of the reasons reveals that Lenovo stands out in the global PC market competition due to its advantages in product innovation, marketing strategies, and supply chain management. In terms of product innovation, Lenovo has always focused on user needs, continuously introducing more high-performance AI PCs and innovative and differentiated products to meet the increasingly diverse consumer demands. In terms of supply chain management, Lenovo has established an efficient and flexible global supply chain system that can respond promptly to market changes, deliver products quickly, and ensure stable product supply and timely market supply. In the latest release of the global supply chain authority Gartner Top 25 ranking, LENOVO GROUP once again entered the top ten, ranking eighth, up 2 places from last year, surpassing multinational corporations such as Walmart and BMW. It is worth noting that Lenovo is not only the most frequently listed Chinese enterprise, but also the only Asia-Pacific high-tech manufacturing enterprise on the list, which confirms Lenovo's extraordinary resilience, innovative strength, and leading management level in the complex and changing global environment. LENOVO GROUP's core globalization strategy is an end-to-end business model and a "China Plus" global manufacturing layout, leveraging the advantages of Chinese manufacturing, rooted in China, connecting globally, and avoiding the impact of tariffs. Lenovo operates in more than 180 countries and regions worldwide, has established a wide sales channel and service network, and can provide high-quality products and services for global consumers. At the same time, Lenovo focuses on localized operations, formulating corresponding market strategies and product strategies based on the characteristics of different countries and regions and consumer demands to better meet local consumers' needs and further enhance market competitiveness. In May of this year, Yang Yuanqing promised at the FY24/25 earnings conference that Lenovo would achieve "no drop in market share, no drop in profit". Looking at Lenovo's market performance in the first two quarters of 2025, it is clear that this promise is gradually being fulfilled.