"According to the market watchers at IDC, this led to global shipments during the third quarter of 2025 rising by 9.4 percent compared with the same period last year, with global volumes touching 75.8 million units. But there are quite striking regional differences according to its reading of the runes, with EMEA and Asia Pacific converging on 14 percent growth, while the figure for the Americas during the same period is just one percent."
"This conundrum can be explained by IDC looking at PC shipments, which covers systems that have left the makers' factories and been delivered to the resellers and distributors making up the sales channel, rather than end-user purchases. But those sales channels in the US are suffering from inventory indigestion, as The Register has previously reported, owing to front-loading earlier in the year to stock up before any tariff-related turmoil might hit."
Global PC shipments rose 9.4% in the third quarter of 2025 to 75.8 million units as Windows 10 support ends and many machines lack Windows 11 hardware compatibility, prompting upgrades. EMEA and Asia Pacific each grew around 14%, while the Americas expanded only about 1%. North American demand remains muted due to US import tariff shocks and macroeconomic uncertainty. Shipments measure units delivered to resellers and distributors rather than end-user purchases. US channels face inventory indigestion after front-loading earlier in the year to avoid anticipated tariffs on China-made goods, driving a first-quarter shipment surge.
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