Key Takeaways
1. PC Shipments Growth: PC shipments in mainland China reached 8.9 million units, marking a 12% year-over-year increase.
2. Surge in Tablet Shipments: Tablet shipments rose to 8.7 million units, showing a 19% increase, driven by government subsidies encouraging device upgrades.
3. Mixed Commercial Sector Trends: The commercial PC market remains stagnant, with large enterprises’ purchases unchanged and SMBs showing a slight 2% recovery.
4. Lenovo’s Market Leadership: Lenovo maintained its top position with 2.63 million units shipped, holding a 30% market share despite a 3% decline from the previous year.
5. Future Market Predictions: Canalys forecasts a flat PC market for the rest of 2025, with a slight growth of 6% expected in 2026, while tablet growth is anticipated to be 5% this year, followed by an 8% decline next year.
PC and tablet shipments in mainland China experienced moderate growth in the first quarter of 2025, as per fresh insights from Canalys. The data indicates that PC shipments, excluding tablets, hit 8.9 million units in the region, marking a 12% increase year-over-year.
Tablet Growth Surges
On the other hand, tablet shipments rose to 8.7 million units, showcasing a 19% increase compared to the same timeframe last year. The report highlights that the Chinese government’s subsidy program is significantly contributing to this growth. These incentives are encouraging consumers to replace older devices, notably notebooks, which observed a notable rise of 20% versus Q1 2024.
Mixed Signals in the Commercial Sector
Despite positive trends in some areas, not all sectors are experiencing growth. The commercial PC market has been somewhat stagnant. According to Canalys, purchases by large enterprises remained unchanged, while the small and medium-sized business (SMB) sector exhibited a slight recovery after nearly three years of decline, growing by 2% over the past year.
Lenovo Remains Dominant
In terms of PC vendors, Lenovo held the top position with 2.63 million units shipped, capturing a 30% market share. Nonetheless, this was a 3% drop compared to Q1 2024. Huawei followed closely with 1.04 million units shipped, securing a 12% market share and an 8% growth. iSoftStone, another Chinese PC manufacturer, shipped 890,000 units in the first quarter of 2025, reflecting a remarkable 111% year-over-year growth, thus reaching a 10% market share.
Apple and HP’s Performance
Apple and HP completed the top five, with Apple experiencing a 43% increase to 680,000 units, equating to an 8% market share, while HP saw a 7% decline, shipping 640,000 units for a 7% market share.
Tablet Market Leaders
In the tablet sector, Huawei led with 2.3 million units shipped, achieving a 26% market share, closely trailed by Apple at 2.1 million units, which is a 24% share. Xiaomi recorded the highest year-over-year growth at 57%, with 1.4 million units shipped. Honor and Lenovo followed, with Honor increasing by 41% to 900,000 units, and Lenovo experiencing a 23% decline to 500,000 units.
Future Outlook
Looking forward, Canalys predicts a flat PC market for the remainder of 2025, with a slight 6% growth anticipated for 2026. The tablet market is expected to grow by 5% this year, but it will face an 8% decline in the following year.
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