A new report from Counterpoint Research shows Apple outpacing the overall PC market in sales growth during the third quarter. Here are the details.
In the report, Counterpoint Research says global PC shipments rose 8.1% in Q3 2025 compared to the same period last year, “driven by approaching Windows 10 sunset, and strategic inventory adjustments related to certain US import tariff policies.”
From the press release:
“With nearly 40% of the current PC installed base still on Windows 10, this replacement cycle is poised to be a major catalyst for PC market growth over the next few years.”
For Apple, Counterpoint reported a 14.9% increase in shipments during the quarter, “thanks to popular new MacBook models and enterprise adoption.”
Apple ranked second behind Lenovo, which saw a 17% increase, and slightly ahead of Asus at 14%. Dell was the only major brand to record a decline, down 1%, while the “Others” category fell 3%.
Here’s what Counterpoint’s Senior Analyst Minsoo Kang had to say about the report:
“While the current growth is primarily driven by OS migration, the industry is poised for an even more profound transformation with the rise of the AI PC. However, this next wave of growth has not yet fully materialized in the Q3 2025 numbers.”
Looking ahead, Counterpoint says that AI PCs are expected to drive growth starting next year, “following the launch of new AI chipsets by key manufacturers.”
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