Omdia: China’s PC market growth softened in Q3 2025 as consumer subsidy effects diminished

Rhea-AI Impact

(Moderate)

Rhea-AI Sentiment

(Positive)

Key Terms

ecosystem integration technical

Ecosystem integration is the process of linking a company’s products, services and partners so they work together smoothly—like a phone that runs many useful apps or a universal power adapter that fits multiple outlets. For investors, strong integration can boost sales, cut costs and make customers stickier by creating convenient, hard-to-replicate offerings, while also creating concentration or interoperability risks if partners change or standards shift.

ai back-end technical

AI back-end is the technology “engine” behind an artificial intelligence feature — the trained models, servers, data pipelines and software that process inputs and produce outputs out of sight. Investors care because the quality, cost, speed and security of that engine determine how well a product performs, how quickly it can scale, and how much regulatory or operational risk the company faces, much like a car’s engine affects speed, fuel use and reliability.

on-device ai technical

On-device AI is artificial intelligence that runs directly on a gadget—like a smartphone, camera, or sensor—rather than on remote servers. For investors it matters because it can reduce operating costs, speed up responses, and improve privacy by keeping data local; those advantages can create product differentiation, shift demand toward certain chips and suppliers, and affect regulatory and recurring-revenue risks for companies.

ai-capable technical

AI-capable describes a product, system, or organization that has the data, computing resources, software, and processes needed to run or integrate artificial intelligence tools and models. For investors, the label signals potential for greater efficiency, faster product improvement and new revenue opportunities, while also implying upfront costs, execution challenges and governance risks—think of a factory that adds robots: it can boost output but requires investment and oversight.

12/01/2025 - 08:38 PM

LONDON--(BUSINESS WIRE)-- New data from Omdia has revealed that China’s PC market grew 2% year-over-year (YoY) to 11.3 million units in Q3 2025. Desktop shipments (including desktop workstations) reached 3.3 million units, an 8% increase driven by strong demand from the commercial segment, which saw shipments up 9%. Notebook shipments (including mobile workstations) remained flat at 8.0 million units, as the impact of consumer subsidies weakened during the quarter. The tablet market continued its strong momentum, with shipments increasing 9% YoY to 8.8 million units.

Mainland China desktop and notebook shipments, Q1 2024 - Q4 2026

Looking ahead, China’s PC market is expected to grow 5% YoY by the end of 2025, reaching 41.5 million units. Growth will be supported by resilient consumer demand in the first half of the year and robust commercial procurement, particularly from the XinChuang sector. This trend is expected to continue into 2026, with the market forecasted to decline slightly by 2% amid further softening of consumer demand. The tablet market is projected to grow 12% to 35 million units by the end of 2025, fueled by aggressive product launches and pricing strategies from domestic vendors before experiencing a corrective decline of 9% to 32 million units in 2026.

“The subsidies introduced at the end of August 2024 boosted shipments in the second half of that year, but both the scope and impact of the incentives have weakened in Q3 2025,” said Emma Xu, Senior Analyst at Omdia. “However, there has been further continued healthy levels of commercial PC procurement from large state-owned enterprises and the government in the last two quarters. As domestic replacement within the XinChuang ecosystem accelerates, we expect procurement favoring locally sourced PC components to become an increasingly important growth driver in the coming year, especially as consumer subsidies fade.”

Unlike PCs, tablets continue to show strong momentum in 2025. “Ongoing discounting and direct post-subsidy pricing mean tablets remain a highly attractive purchase for Chinese consumers,” said Xu. “Vendors such as Huawei, Xiaomi and Lenovo are expanding more diversified product portfolios tailored to a range of use cases - from basic everyday tasks to gaming and productivity. Moreover, top tier vendors like Huawei are pushing deeper ecosystem integration and unified AI back-end capabilities, which provide a more compelling value proposition for productivity-focused users. AI features, including on-device AI assistants and applications along with cross-device interoperability will continue to strengthen market appeal.”

Overall, AI adoption is becoming more widespread across both consumer and commercial segments in Mainland China. CPU performance, storage capacity, and NPU blocks remain the key hardware considerations for buyers planning AI-related use cases, including XinChuang opportunities. Omdia expects that the 32% of PCs shipped to Greater China in 2025 and 46% in 2026 will be AI-capable.

People’s Republic of China (mainland) PC forecast
Omdia PC Forecast: 2024 to 2026
Row Labels	2024	2025	2026	2025 Annual growth	2026 Annual growth
Desktop	11.1	11.8	11.4	6%	-4%
Notebook	28.5	29.7	29.2	4%	-2%
Tablet	31.5	35.3	32.2	12%	-9%
Total	71.2	76.8	72.8	8%	-5%

Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service, Forecast, November 2025

People’s Republic of China (mainland) desktop and notebook shipments (market share and annual growth)
Omdia PC Market Pulse: Q3 2025
Vendor (company)	Q3 2025 shipments	Q3 2025 Market share	Q3 2024 shipments	Q3 2024 Market share	Annual growth
Lenovo	4.4	39%	3.9	35%	14%
Huawei	1.0	9%	1.1	10%	-7%
Asus	0.9	8%	0.9	9%	0%
HP	1.0	9%	0.9	9%	2%
iSoftStone	1.0	8%	1.1	10%	-13%
Others	3.0	26%	3.1	28%	-3%
Total	11.3	100%	11.1	100%	2%

Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service (sell-in shipments), November 2025

People’s Republic of China (mainland) tablets shipments and annual growth
Omdia PC Market Pulse: Q3 2025
Vendor (company)	Q3 2025 shipments	Q3 2025 Market share	Q3 2024 shipments	Q3 2024 Market share	Annual growth
Huawei	2.7	31%	2.2	28%	21%
Apple	2.0	23%	2.3	29%	-14%
Xiaomi	0.9	10%	0.9	11%	5%
HONOR	0.6	7%	0.6	7%	15%
Lenovo	0.9	10%	0.5	6%	71%
Others	1.7	19%	1.6	20%	5%
Total	8.8	100%	8.0	100%	9%

Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service (sell-in shipments), November 2025

ABOUT OMDIA

Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.