Apple's Mac shipments are continuing to grow faster than the rest of the PC market, a report claims, as retailers prepare for an influx of tariff costs.
In a from IDC on Tuesday, global PC shipments in the second quarter of 2025 grew 6.5 percent year-over-year. The growth means there was a total volume of 68.4 million shipments globally in the quarter.
However, while most major PC companies saw some improvement, Apple seemingly gained the most. The figures for the top five PC vendors in terms of worldwide PC shipments puts Apple in fourth place with 6.2 million shipments in Q2 2025. This gives it a 9.1% market share.
However, in Q2 2024, the year-ago quarter saw 5.1 million shipments for Macs, occupying 8% of the market. On a year-over-year basis, Apple saw Mac shipment growth of 21.4%.
Of the top five companies, Apple had the biggest year-over-year change. First place Lenovo saw a jump of 15.2%, second place HP managed 3.2%, and Asus in fifth place grew 16.7%.
The only one of the top five to see a decline was Dell, with a 3% year-over-year shipment shrink.
This is a continuation of growth for Apple. In the first quarter, it enjoyed a strong rebound of growth, with its year-over-year improvement hitting 14.1%.
It is worth remembering that this is for shipments of products, not sales. Shipments can include deliveries to retailers building up their inventory, and not necessarily shipments directly to consumers.
Bracing for tariffs
The results arrive in the face of more tariff changes in the United States. Following a 90-day pause on the "reciprocal tariffs," the administration of President Donald Trump has started to send letters out to various world leaders, advising of an increase in tariffs.
Some of the affected countries are places where Apple products are assembled and then shipped to the United States.
According to IDC research vice president Jean Philippe Bouchard, it is expected that the U.S. market will cool down in Q3, following a buildup of inventory in the earlier stages of the year. This is in part due to the growth of shipments in Q2 being made in the rest of the world by 9%, while shipments to the U.S. remain flat at 0%.
Bouchard believes that what is being observed could be U.S. PC demand slowing down in anticipation of the tariffs deadline.
1 Comment
Trump tariffs is a very lame and sleazy underhanded way to do business. I would guess the same greed-is-good people who caused the US financial crisis are now in the White House. Trump tariffs can also spur people in targeted countries to dislike or even despise the US.