Global PC shipments increased nearly 10% year-on-year in Q3 2025, totaling 75.8 million units, according to IDC, while Omdia reported 72 million units and a 6.8% growth. The transition to Windows 11, driven by the end of Windows 10 support on October 14, has prompted users to upgrade their hardware. However, many users still operate on Windows 10 or outdated hardware, with only 39% of PC channel partners reporting that most customers have upgraded. Japan and China are leading in growth due to large-scale refresh initiatives, while North America is experiencing subdued momentum due to economic uncertainty. Lenovo shipped 19.4 million units, HP 15 million, and Apple saw a 13.7% increase in shipments. The introduction of new chipsets is fueling competition in the high-performance market, leading to the emergence of the "AI PC" phase, which aims to integrate AI capabilities directly into devices.