The latest market data from analyst canalys have reported that pc shipments experienced a surge in the first quarter of 2025 (Q1 2025), Driven by Manufacturers Accelerating Deliveries to the Us in in Anticipation of Initial Tariff AnnouncementsSmall and Mid-Sized Organizations that have Yet to Refresh his pcs before 14 October, when mainstream support from windows 10 ends, may experience a price heke due to tarifs.
The analyst firm reported that Total Shipments of Desktops, Notebooks and WorkStations Grew 9.4% to 62.7 Million Units in Q1 2025. Units, up 10% compared with a year ago. Shipments of Desktops Rose 8% to 13.3 Million Units
ISHAN DUTT, Principal analyst at canalys, which is now part of omdia, noted that both lenovo and hp greenvo and hp green shipments to the us in the first Quarter by Around 20% and 13%, Respectively. “This Pre-MPVE Strategy Allowed Manufacturers and the Channel to Stock Up Ahead of Potential Cost Increases, Boosting Sell-In Shipments Despite Otherwise Stable End-HuSer Demand,” Dutt SAID.
Canalys noted that the major pc makers began supply chain diversification during trump's first term. It expects them to continue moving away from China towards vietnam, Thailand and India, Despite these Countries also Facing the import of tarifs,
According to canalys, by the end of 2025, Most Most Major PC Manufacturers are expected to have completes the shift of us-bound ships out of China, Aiming to Enhance Supply Chain Resilience and Mitigate Impact of tarifs.
As an example, HP CEO Enrique Lores stated during the company's latest Quarterly Earnings that 90% of the Company's Products Sold in the Us All Be Made Outside of China.
DURING The 27 February Earnings Call For Its Quarterly Results, Jeff Clarke, Chief Operating Officer at Del, was asked about the tariffs the tariffs the USDINISTRAITION WAS NEMMINISTION VAS Dell. According to the transcript of the earnings call posted on Seeking alphaClarke Responded Saying that the company had built an industry-leading supply chain that's globally divese, agile and resilient that help minimise the impacts of trade regulations and tariffs.
“We've Taken Network and how we do that in the least Amount of time, “He said, warning that wheatever tariff cannot be mitigated are given as input costs, which may require adjustments in privies.
When asked about the tariffs during Lenovo's Quarterly Earnings Call, The Company's Chairman and CEO, Yuanqing Yang, Claimed The Us Tariffs WERE An Advantage. In the transcript of the earnings call posted on Seeking alphaHe said: “It's not a disadvantage, but probally an advantage for Lenovo.
“We have alredy built a very strong and a unique business model. We call it the odm+ model. footprint. ” Yang Said Lenovo Operates 30 Manufacturing Facilites in Argentina, Brazil, India, Japan, Hungary, Germany, Mexico and the US. It is also building a new facility in Saudi Arabia. “Compared to our competition, we are more flexible and resilient to adapt to different Scenarios.”
This means that when decided with Unexpected Challenges, Lenovo said it could move customers order between sites. The company's supply chain resilcy is based on owning the supply chain end to end. It has also put in place a geodirsity program to enable sourcing of commodities from locations other than china and taiwan.
In a document published in 2023 Looking at Odm+, Lenovo said: “As part of Lenovo's Global/Local Model, Building Devices Locally Dramatically Reductions The freight miles these pervidding more Efficient and Sustainable Transportation Options. “
Although Major Manufacturing Countries Have Been Targeted With Tarifs, Ben Yeh, Senior Analyst at Canalys, Noted that their rates relatively competitively competitively compared with china '. “This Countries have shown a willingness to negotiate, raising the Possibility that the tariffs may Evently be reduced or waived, who china has responded swiftly with a new round of reciple Tarifs.
The analyst firm warned that businesses, especially Small and Mid-Sized Organizations, Could Face Some Pressure That may slow down the transition away from windows 10 ahead of the October 2025 end-off-support (EOS) Date.
A Canalys Poll of PC Resellers Reported that 14% Believe Their Small and Mid-Sized Business Customers are not aware of windows 10 end of support, While a further 21% said their customers are awares aray but No plans to upgrade.
“For customers in these situations, the delay in planning means they are likely to face a higher cost environment when the time come to refresh his pc fleets,” Dutt Added.
Canalys also predicted that impact of tariffs on consumer demand will be great, as purchasing a more expensive pc will need to be prioritized against other Spend Against Other Spend Categories Facing Categories.