In the third quarter of 2025, Apple’s Mac shipments experienced a significant 14.9% increase compared to the same period in the previous year, as reported by Counterpoint Research. This growth rate nearly doubles the overall PC market’s expansion of 8.1% during the same timeframe. The surge in Mac shipments is attributed to the popularity of new MacBook models and increased adoption within enterprise environments.
Overall PC Market Dynamics
The global PC market saw an 8.1% year-over-year growth in Q3 2025. This uptick is largely driven by the impending end of support for Windows 10 and strategic inventory adjustments in response to U.S. import tariff policies. With nearly 40% of the current PC installed base still operating on Windows 10, the anticipated replacement cycle is expected to be a significant catalyst for PC market growth in the coming years.
Competitive Landscape
In the competitive arena, Lenovo led with a 17% increase in shipments, closely followed by Apple’s 14.9% growth. Asus also performed well, recording a 14% increase. In contrast, Dell experienced a 1% decline in shipments, while the Others category saw a 3% decrease.
Insights from Industry Analysts
Minsoo Kang, Senior Analyst at Counterpoint Research, commented on the current growth trends, stating that while the present growth is primarily driven by operating system migration, the industry is on the cusp of a more profound transformation with the rise of AI-powered PCs. However, this next wave of growth has not yet fully materialized in the Q3 2025 figures.
Future Outlook: The Rise of AI PCs
Looking ahead, Counterpoint Research anticipates that AI PCs will become a significant growth driver starting next year, following the launch of new AI chipsets by key manufacturers. This development is expected to usher in a new era of computing, with AI capabilities becoming a standard feature in personal computers.
Apple’s Strategic Positioning
Apple’s robust performance in Q3 2025 underscores its strategic positioning in the evolving PC market. The company’s focus on innovative hardware, seamless integration of software and services, and a strong emphasis on user experience continue to resonate with consumers and enterprises alike. The introduction of new MacBook models equipped with advanced features has further solidified Apple’s standing in the market.
Enterprise Adoption and Market Penetration
The increased adoption of MacBooks within enterprise environments highlights a shift in corporate computing preferences. Businesses are increasingly recognizing the value of Apple’s ecosystem, which offers enhanced security features, reliable performance, and a user-friendly interface. This trend contributes to the sustained growth in Mac shipments and positions Apple as a formidable player in the enterprise computing sector.
Conclusion
Apple’s impressive 14.9% growth in Mac shipments during Q3 2025, nearly doubling the overall PC market’s growth rate, reflects the company’s strategic initiatives and the market’s positive reception to its products. As the industry stands on the brink of an AI-driven transformation, Apple’s continued innovation and focus on user-centric design are likely to drive further growth and solidify its position in the competitive PC landscape.
