Lenovo has solidified its position at the forefront of the global PC market, capitalizing on the impending end of support for Windows 10, which is set to conclude on October 13. According to the latest preliminary data from IDC, the third quarter of 2025 witnessed a notable 9.4% increase in global PC shipments, reaching a total of 75.9 million units. This surge marks a significant recovery phase for the PC industry.
In this competitive landscape, Lenovo emerged as the leader, shipping 19.4 million units and capturing a 25.5% market share, reflecting a robust 17.3% growth compared to the previous year. HP followed closely with 15 million units, accounting for 19.8% of the market, while Dell secured 10.1 million units, representing 13.3%. Apple and Asus completed the top five with 6.8 million and 5.9 million shipments, respectively.
Regional Insights and Market Dynamics
Jean Philippe Bouchard, research vice-president at IDC’s Worldwide Mobile Device Trackers, noted that while the overall market is experiencing a strong year, regional performances tell varied stories. The North American market continues to grapple with the impacts of US import tariffs and broader macroeconomic uncertainties. However, the demand for PCs compatible with Windows 11 is expected to persist well into 2026.
Asia Pacific led the charge in growth, particularly driven by Japan’s hardware refresh initiatives associated with the end of Windows 10 support and the GIGA education project. Maciek Gornicki, senior research manager at IDC, highlighted that while Japan saw substantial demand, growth in other regions was more tempered, hindered by economic and political challenges as well as slow adoption rates for Windows 11. Nonetheless, there remain pockets of opportunity, especially for hardware refreshes of devices acquired during the pandemic.
The current demand for modern PCs is largely attributed to lifecycle management rather than an overwhelming desire for the latest AI-enhanced devices. As the end-of-life for Windows 10 approaches, organizations are prioritizing the replacement and updating of their systems to mitigate security risks and ensure compliance.
