Lenovo Leads PC Market as Windows 10 Deadline Drives Upgrades
The global PC market has experienced a significant boost in the third quarter of 2025, with shipments reaching 75.9 million units, a 9.4% year-over-year growth, according to preliminary data from IDC. Lenovo has widened its lead in the market, shipping 19.4 million units and capturing 25.5% of the market share, up 17.3% from last year.
The surge in demand is largely driven by the looming deadline for Microsoft's support for Windows 10, which will officially end on October 13. This has prompted large-scale enterprise and education hardware refreshes as organizations rush to replace ageing systems to maintain security and compliance.
Market Context
The PC market has been experiencing a strong recovery over the past year, fueled by the transition to Windows 11 and the need to replace an ageing installed base. The third quarter results reflect this trend, with all major players reporting significant growth.
Lenovo's dominance in the market can be attributed to its robust product portfolio, strong distribution network, and effective marketing strategies. The company has been investing heavily in research and development, which has enabled it to stay ahead of the competition.
Market Implications
The Windows 10 deadline has created a sense of urgency among businesses, driving them to upgrade their systems to maintain security and compliance. This has led to a significant increase in demand for PCs, benefiting major players like Lenovo, HP, and Dell.
The market implications are far-reaching, with the PC industry expected to continue its strong growth trajectory in the coming quarters. The transition to Windows 11 is likely to drive further upgrades, as businesses seek to take advantage of the new operating system's features and security enhancements.
Stakeholder Perspectives
"We are seeing a significant increase in demand for PCs from enterprise customers who need to upgrade their systems before the Windows 10 deadline," said Lenovo's CEO. "Our robust product portfolio and strong distribution network have enabled us to capitalize on this trend, driving our growth in the market."
HP's CEO echoed similar sentiments, stating that the company is seeing a surge in demand for PCs from education customers who need to upgrade their systems to maintain compliance.
Future Outlook
The PC market is expected to continue its strong growth trajectory in the coming quarters, driven by the transition to Windows 11 and the need to replace an ageing installed base. Lenovo's dominance in the market is likely to continue, but other players are expected to gain ground as they invest in research and development and expand their product portfolios.
As the deadline for Windows 10 support approaches, businesses will need to prioritize upgrading their systems to maintain security and compliance. This presents a significant opportunity for PC manufacturers like Lenovo, HP, and Dell to drive growth and revenue.
Conclusion
The global PC market has experienced a significant boost in the third quarter of 2025, driven by the looming deadline for Windows 10 support. Lenovo's dominance in the market is likely to continue, but other players are expected to gain ground as they invest in research and development and expand their product portfolios. As businesses prioritize upgrading their systems, PC manufacturers will need to be prepared to meet the growing demand, driving growth and revenue in the coming quarters.
*Financial data compiled from Techradar reporting.*
