According to the latest data from Omdia, China's PC market experienced a slowdown in growth during Q3 2025, with only a 2% year-on-year increase due to weakened consumer subsidies. Among leading manufacturers, Huawei and Inspur saw negative growth. However, Lenovo (00992) demonstrated strong resilience in this challenging environment, achieving double-digit growth in both shipments and market share while maintaining its industry leadership. Additionally, Lenovo's tablet business surged by over 70%, further solidifying its competitive edge in the smart device sector and acting as a stabilizer amid market fluctuations.
**Diverging Trends in the PC Market** Omdia's latest report shows that China's PC market (including desktops, notebooks, and workstations) shipped 11.3 million units in Q3 2025, up 2% year-on-year. Lenovo led the market with 4.4 million units shipped, capturing a 39% market share and achieving 14% year-on-year growth—far exceeding the industry average and driving overall market expansion.
In contrast, other major players struggled. Huawei's PC shipments fell 7% to 1 million units, reducing its market share to 9%. Inspur also shipped 1 million units, down 13%, maintaining an 8% share. Asus held steady with 900,000 units and an 8% share, while HP managed a modest 2% growth but remained at 1 million units, failing to challenge Lenovo's dominance.
Lenovo's growth was not reliant on a single product category. Strong demand in the commercial sector boosted its desktop (including workstation) business, while its notebook segment remained stable despite reduced consumer subsidies. This balanced product strategy enhanced its resilience in a volatile market.
**Tablets Emerge as a New Growth Driver** Unlike the PC market, China's tablet shipments grew 9% year-on-year to 8.8 million units in Q3 2025. Lenovo stood out with a 71% surge in tablet shipments to 900,000 units, lifting its market share to 10%—the fastest growth among top vendors.
Lenovo expanded its tablet portfolio this year, catering to diverse needs from basic usage to gaming and productivity, while leveraging cost-effective pricing through direct subsidies to attract users. In comparison, Apple's tablet shipments declined 14%, shrinking its market share to 23%, highlighting Lenovo's rising competitiveness.
**AI Adoption Fuels Future Growth** Emma Xu, a senior analyst at Omdia, noted that AI adoption is accelerating in both consumer and commercial markets across mainland China. Key hardware metrics like CPU performance, storage capacity, and NPU modules remain critical for buyers planning AI-related applications, including government and enterprise needs.
Lenovo has integrated AI assistants, cross-device connectivity, and AI applications into its PC and tablet offerings, enhancing productivity with unified AI backend capabilities. Omdia projects that 32% of PCs in Greater China will have AI capabilities in 2025, rising to 46% in 2026.
Despite Omdia's forecast of a 2% decline in China's PC market and a 9% drop in tablet shipments in 2026 due to weaker demand, Lenovo is well-positioned to sustain its lead, backed by its commercial market strength, AI advancements, and robust tablet growth.
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