2025 PC/Laptop Outlook Report
2025's Game-Changing Trends in the PC and Laptop Markets
As we look ahead to 2025, the manufacturing landscape is on the brink of a revolutionary transformation. Driven by surging demand for semiconductors, evolving technologies, and The PC and laptop markets are set for a transformative year in 2025, with double-digit growth driven by major shifts in technology and market dynamics. As Windows 10 reaches the end of its support, and the surge of AI-powered PCs takes center stage, consumers and businesses alike are preparing for a significant upgrade cycle. Combined with Intel's evolving position, these changes signal a pivotal moment for the industry. Discover the key expectations that define the future of the PC market in 2025.
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Five Key Market Expectations for 2025
Get a glimpse of the pivotal trends reshaping the PC and laptop markets in 2025, from AI-powered upgrades to the end of Windows 10 support.
Here are the five key market trends to watch:
Windows 10 End of Support Will Drive Major PC Refresh
With Windows 10 support ending in late 2025, a significant upgrade wave is expected, particularly among commercial users. This demand surge could lead to double-digit growth, despite heightened competition from mobile devices.
AI PCs: Driving Prices, Not Expanding Market Size
Although AI-enabled PCs are projected to make up 44% of notebook shipments in 2025, they won’t drive substantial TAM growth. Instead, they will temporarily boost average selling prices, with widespread adoption expected to lower ASPs post-2025.
x86 vs. Arm: Intensifying Competition in the PC Market
The battle between x86 and Arm architectures will heat up as Qualcomm’s Snapdragon X Elite platform enters the market. With Apple’s success in Arm, new players like MediaTek and Nvidia are poised to disrupt the traditional landscape, fostering innovation.
Intel Strengthens Commitment to x86 PCs in 2025
Despite challenges, Intel remains focused on the x86 market. The launch of its Core Ultra Series 2 CPUs highlights its commitment to innovation amid rising competition from AMD and Qualcomm.
China’s PC Market Recovery: Opportunities Amid Risks
China’s PC market is expected to rebound in the latter half of 2025, coinciding with the end of Windows 10 support. With a significant installed base needing upgrades, recovery poses opportunities, albeit with risks from geopolitical tensions and economic instability.
Key Chapters at a Glance: Unlocking 2025 PC/Laptop Insights
Market Outlook
The PC industry is set for a revival in 2025, driven by a crucial refresh cycle expected to peak in the following year. Notebook shipments are projected to rise significantly, fueled by AI-capable devices and increasing average selling prices. Leading brands like Lenovo, HP, and Dell will compete fiercely for market share as they focus on premium offerings. 2025 promises to reshape industry standards and consumer expectations.
Technical Outlook
The semiconductor industry is poised for transformation, with key advancements in DRAM, NAND, and emerging memory technologies. Leaders like Samsung, Micron, and SK hynix are pushing innovations in AI integration and layered NAND architectures. As we approach 2025, the shift to GAAFETs and advanced packaging will redefine performance standards.
Procurement Outlook
The semiconductor market is booming in 2024, with sales soaring and projected to reach record highs. Driven by rising demand for advanced semiconductors for AI, such as GPUs and high-bandwidth memory, average selling prices are increasing significantly. As we approach 2025, expect continued growth fueled by a replacement cycle for outdated devices and the transition to Windows 11.
Price Outlook
Memory sales are surging, driven by high demand for DDR5 and HBM in AI, datacenters, and 5G applications, with Micron’s HBM fully allocated through 2025. Logic sales, especially for GPUs, are rising as AI-based servers gain traction, despite challenges in the automotive sector. As we approach the second half of 2024, integrated circuit pricing trends are expected to shift, signaling exciting changes in the semiconductor landscape.
Lead Time Outlook
Lead times for semiconductors remain stable at 14 weeks this quarter, with expectations of flat trends in the second half of 2024. However, a slight increase is anticipated starting in Q4 as inventories are depleted and demand begins to rebound. This stability amidst fluctuating market conditions sets the stage for potential shifts in the semiconductor landscape, making it crucial for industry players to stay agile.
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As we approach 2025, several key trends will redefine the PC and laptop markets.
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