The global PC market records an unexpected rebound in 2025
The last quarter of last year brought a positive surprise to the technology industry. Global personal computer shipments reached 76.4 million units, representing a 9.6% growth compared to the same period in 2024. This figure clearly exceeded what analysts had projected, closing a complex year with an encouraging data point. 📈
Windows 10 stops receiving support: the engine of change
One of the main forces behind this rebound was Microsoft's announcement of stopping security updates for Windows 10. This event acted as a massive catalyst, motivating millions of users and organizations to evaluate their current hardware. Many older devices cannot run modern versions of the operating system, which practically forces the purchase of a new device.
Direct impact on the figures:- A wave of technological renewal spread across the global IT park.
- Fourth-quarter sales directly reflected this forced transition.
- The strategy of ending support proved to be an effective sales stimulus.
It seems that the best stimulus to sell new computers is, simply, to stop maintaining the old ones.
Supply chain uncertainty accelerates decisions
Alongside the Windows factor, concern over possible shortages of components played a crucial role. Throughout much of 2025, alerts circulated about potential disruptions in chip manufacturing and other key elements. This uncertainty led many sector players to act proactively.
Market behavior in the face of uncertainty:- Manufacturers and large corporate buyers advanced orders to secure stock.
- Inventories were increased to protect production and delivery capacity.
- Although there was no widespread shortage, the fear of one dynamized activity.
A mixed landscape with a positive ending
The final result shows a market that responded to two clear external pressures: a mandatory technological transition and the fear of not being able to acquire components. This cocktail generated an increase in demand that materialized in the reported shipment volumes. The fourth-quarter data for 2025 suggests