President Trump's tariffs on Chinese imports are expected to slow down global shipments of personal computers, as major brands like HP and Lenovo face increased production costs. Acer has already raised its prices by 10% in response to these tariffs, and others are likely to follow suit. Overall, the PC market is projected to grow minimally, while the tablet market may experience a slight decline. Amidst these challenges, the enterprise segment is refreshing devices due to the impending end of Windows 10 support, driving some demand for upgrades.
Price hikes stemming from tariffs in the US combined with subdued demand are leading to a negative impact within the largest market for PCs.
The US PC market accounted for around one in four units sold in 2024, so it has a massive influence on the global numbers.
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