Mac Deliveries Rise by 15% in Q3, Markedly Surpassing Total PC Growth

Mac Deliveries Rise by 15% in Q3, Markedly Surpassing Total PC Growth

Mac Deliveries Rise by 15% in Q3, Markedly Surpassing Total PC Growth


**Apple Surpasses PC Industry Expansion in Q3 2025: An In-Depth Examination**

A new analysis from Counterpoint Research indicates that Apple has outperformed the entire PC sector in sales growth during the third quarter of 2025. This article explores the primary insights from the report, underscoring the elements fueling this growth and its ramifications for the future of the PC sector.

The report reveals that global PC shipments saw an uptick of 8.1% in Q3 2025 compared to the equivalent period last year. This increase is linked to multiple factors, such as the approaching end of Windows 10 support and strategic inventory tweaks in response to U.S. import tariff regulations. The report highlights that almost 40% of the existing PC installed base is still running Windows 10, suggesting that a substantial replacement wave is imminent, which is anticipated to further enhance PC market growth in the upcoming years.

For Apple, the report identified an astounding 14.9% surge in shipments for the quarter, fueled by the attractiveness of new MacBook models and greater enterprise adoption. This places Apple as a formidable player in the PC market, ranking just behind Lenovo, which experienced a 17% shipment increase. Asus was not far behind with a 14% rise, while Dell encountered a slight decrease of 1%, and the “Others” category decreased by 3%.

Minsoo Kang, a Senior Analyst at Counterpoint, reflected on the current market dynamics, stating, “While the prevailing growth is mainly propelled by OS transitions, the industry is on the brink of an even more significant shift with the emergence of the AI PC. However, this forthcoming wave of growth has yet to fully appear in the Q3 2025 figures.” This implies that, although the current growth is encouraging, the future may unveil even greater opportunities as AI technology is integrated into personal computing.

Looking ahead, Counterpoint Research projects that AI PCs will emerge as a crucial growth factor beginning next year, particularly after the introduction of new AI chipsets by major manufacturers. This transition toward AI-enhanced computing is poised to transform the PC market arena, offering fresh opportunities and challenges for producers.

In summary, Apple’s remarkable growth in Q3 2025 underscores its robust standing in the competitive PC market, driven by cutting-edge products and strategic enterprise uptake. As the industry gears up for the next growth phase with AI incorporation, stakeholders must adapt to the shifting technological environment to maintain their competitive advantage.