Serial PC Hardware Market Viewers and Sutice Canals have thrown it The latest set of pc hardware sales data. And the raw numbers are good, PC sales have increased by about 10 % in the first quarter of 2025 compared to the same period of last year. But with Trump’s chain prices increased by a minuteAnd is currently roaming 145 %, it is someone to guess where PC sales are here.
Meanwhile, Canalis says the PC makers have already taken major steps to move production from China, citing HP’s expectation, saying it will make 90 % of its PCs outside China by the end of 2025.
To be more clear about these PC sales figures, Canalis says, “Q1 2025’s total shipment of desktops, notebooks and work stations has increased by 9.4 percent to 62.7 million units.
To break this a bit, “the notebook (including mobile work stations) targets 49.4 million units, which is 10 percent higher than a year ago. Delivery of desktops (including desktopwork station) has increased by 8 % to 13.3 million units.”
Of course, you can argue that this increase in PC sales is not actually healthy. In fact, Canalis means, “Q1 volumes were increased Q1 volumes, accelerating shipment in the United States in the expectation of the Trump administration’s first round of tariff announcements.”
This clearly means that there is a potential dip. Canalis believes that “this year is likely to see slowdown in the constituencies as inventory levels come back to normal and consumers face more prices.”
As far as this solution is concerned, the statement of describing output outside China appears: “Big OEMS has already begun supply chain diversity during Trump’s first term, and it is expected that these countries also move from China to Vietnam, Thailand and India, despite the implementation of prices.”
Moreover, Canalis said that CEO Enrique Lores said 90 % of HP’s products sold in the United States would be out of China by the end of this year. It is noteworthy that this is 90 % of the products sold in the United States, not 90 % of the overall HP product. In other words, HP products are likely to be high in other markets.
Taking all this, it is difficult to know what to conclude. PC sales have been performing well late, but the revenue is loom. Then once again, it looks like at least partially, the industry’s major sectors have already been well kept well to avoid China’s prices.
However, finally, our own Andy Chak summarized the situation when he said, “Whether you are a Wall Street investor or just trying to upgrade your gaming PC, what you have today is more uncertain and volatility.” It is difficult to imagine how it does not increase prices, at least a little.
