Artificial Intelligence Personal Computers Are Now the Norm in China
In Q2 2025, the PC market in Mainland China experienced a significant surge, with a 12% growth and a total of 10.2 million units sold, excluding tablets. This growth is not just a recovery, but a sign of an evolving market.
The demand for smarter, more powerful devices is rapidly increasing in China, and this is particularly evident in the growing popularity of AI-capable laptops. In fact, AI-equipped laptops accounted for nearly one in three PCs sold during Q2 2025.
Chinese companies like Cambricon and Huawei have been rapidly gaining market share in AI technologies, competing head-to-head with global firms such as NVIDIA. However, NVIDIA faces geopolitical challenges in the Chinese market, providing an opportunity for local players to make their mark.
The affordability of high-performance PCs is a key factor driving this growth. Price competition among chipmakers, such as Intel and AMD, has resulted in aggressively priced processors and graphics cards. For instance, Intel has cut costs on its previous-generation hardware to remain competitive.
On the other hand, AMD's new Ryzen AI series, paired with the latest Radeon GPUs, offers high performance at an affordable price, making it an attractive option for consumers.
The growth in the PC market in China is also influenced by subsidies in both the consumer and business sectors. These subsidies have encouraged spending, contributing to the overall growth of the market.
Apple's new MacBook Air, offered at a discount, became one of the hottest devices of the quarter, further fueling the demand for PCs.
Tablets also saw a 18% year-on-year growth in Q2 2025, reaching 9.1 million units, indicating a broader trend of increased demand for advanced technology devices in China.
In conclusion, the PC market in China is thriving, driven by the demand for smarter, more powerful devices, affordable pricing, and strategic subsidies. The competition among chipmakers is pushing innovation and making high-performance technology more accessible to consumers and businesses alike.
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