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Gartner said that the PC industry shipped 59 million units during the first quarter of 2025, a 4.8 percent increase from a year ago. Last week, rival IDC said that 63.2 million PCs shipped, a 4.9 percent increase.
What seems to be clear is that the PC industry "front-loaded" shipments, trying to get them inside the United States before tariffs could take effect.
"The growth in the PC market in the first quarter of 2025 was driven by the surge in shipments in two key markets, the U.S. and Japan, but for different underlying reasons," said Rishi Padhi, research principal at Gartner, in a statement. "In the U.S., the PC market experienced a surge in shipments as vendors increased inventory in anticipation of tariff announcements, resulting in 12.6 percent year-over-year growth. Despite this increase and the subsequent strong topline growth, underlying end-user demand remained cautious, even with the added boost from enterprises upgrading PCs for Windows 11."
"The market is clearly showing some level of pull-in in the first quarter this year as both vendors and end-users brace for the impact of US tariffs," said Jean Philippe Bouchard, a research vice president with IDC, last week. "In a first quarter still relatively untouched by tariffs, the entire ecosystem attempted to accelerate the pace of deliveries to avoid the first round of U.S. tariffs and expected volatility for the remainder of the year."
Tariffs imposed by the Trump administration currently sit at 20 percent, after a few days where administration statements went back and forth. In a "
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