The US duty factor and the consequent inflationary pressure are expected to adversely affect the demand for computers for the remainder of 2025. This adverse provision is made despite the continued demand for upgrading the installation base due to the Windows 10 support expiration and the demand for artificial intelligence technology.

“The uncertainty about duties and economic conditions worldwide may cause further turmoil in the PCs market during this year,” IDC said. However, the computer market, which was not seriously affected by the new US duties, in the first quarter of 2025, was strongly upward. The computer market for the first quarter of 2025 increased 4.9% compared to the previous year, with global missions reaching 63.2 million.

The uncertainty created by duties may cause further turmoil in the PCs market

According to preliminary results from IDC, the PCs market may face growth potential, but challenges make it difficult to plan demand for the rest of the year.

“Suppliers and users had already been prepared for the upcoming financial impact in the first quarter of 2025, accelerating computer deliveries to avoid raising prices due to duties expected later in the year,” IDC said. He adds: “The market has shown a clear upward trend in the first quarter, as suppliers and users tried to accelerate traditions to avoid the first round of US duties and expected volatility for the rest of the year.”

Manufacturers

The top companies on the market showed strong growth in the first quarter of 2025. Lenovo, for example, remained in the first place with a 24.1% market share, showing a sales increase of 10.8% compared to the previous year.

In second place was HP Inc., with a 20.2% market share and sales increase of 6.1%, while Dell Technologies occupied 15.1% of the market, reaching a 3.0% increase. Apple, for its part, achieved an impressive 14.1%increase, winning a market share of 8.7%, while ASUS 6.3%, with a sales increase of 11.1%.

On the contrary, the rest of the companies reported a slight decrease of 3.6%. IDC analysts predict that market growth will continue, however, the uncertainty about duties and potential inflationary pressure remains a strong factor that could affect the market for the remainder of 2025.

Despite the strong demand recorded in the first quarter, companies are expected to face significant challenges during the rest of the year. Most of the big players in the field are trying to limit the impact of price increases, possibly moving these increases to end consumers.