Mainland China PC Shipments Surge 12% in Q2 2025, Tablet Market Grows 18% Amid AI Push, Canalys Reports

Mainland China’s PC market (excluding tablets) grew 12% year-on-year in Q2 2025, reaching 10.2 million units, according to Canalys, part of Omdia. Consumer and commercial PC shipments rose 13% and 12%, respectively, driven by consumer subsidies and procurement from state-owned enterprises (SOEs) and the government. Tablet shipments increased 18% to 9.1 million units. Forecasts indicate PC shipments will grow 2% in 2025 and 3% in 2026, while tablet shipments are expected to rise 8% in 2025 to 34 million units but decline 9% in 2026 to 31 million units.

Government subsidies and competitive pricing, particularly on Apple’s new MacBook Air, boosted consumer demand. Competition among CPU vendors, including AMD’s Ryzen AI series, Radeon RX 9060 GPU, and Ryzen 9000 Series processors, alongside discounts on previous-generation Intel and AMD products, lowered average PC selling prices despite new product launches.

AI-capable PCs accounted for 28% of shipments in Q2 2025, with adoption expected to reach 34% in 2025 and 52% in 2026. By 2029, approximately 107 million AI-capable PCs are projected to have shipped in Greater China. The Chinese government’s AI Plus Action Plan, annou...