Counterpoint Analysis:
World PC shipments rose 6.7% YoY in Q1 2025 pushed by anticipation of US tariffs and rising adoption of AI PCs; Apple rose 17% YoY and Lenovo jumped 11% YoY — • The worldwide PC market’s shipments rose 6.7% YoY in Q1 2025, pushed by pull-ins in anticipation of US tariffs and rising adoption of AI-enabled PCs.
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