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 is attributed to the popularity of new MacBook models and increased enterprise adoption.
Global PC Market Dynamics
The global PC market saw an 8.1% year-over-year increase in shipments during Q3 2025. This uptick is largely driven by the impending end of support for Windows 10, prompting users to upgrade their systems, and strategic inventory adjustments in response to U.S. import tariff policies. Counterpoint Research highlights that nearly 40% of the current PC installed base still operates on Windows 10, indicating a substantial replacement cycle that could further stimulate market growth in the coming years.
Apple’s Performance in Context
Apple’s 14.9% growth in Mac shipments positions the company ahead of most competitors. Lenovo led with a 17% increase, while Asus followed closely behind Apple with a 14% rise. In contrast, Dell experienced a 1% decline, and the Others category saw a 3% decrease. This performance underscores Apple’s ability to capture a larger share of the expanding PC market.
Insights from Counterpoint Research
Minsoo Kang, Senior Analyst at Counterpoint Research, notes that while the current growth is primarily driven by operating system migration, the industry is on the cusp of a significant transformation with the advent of AI-powered PCs. However, this next wave of growth has not yet fully materialized in the Q3 2025 figures. Looking ahead, AI PCs are expected to drive further growth starting next year, following the launch of new AI chipsets by key manufacturers.
Historical Context and Future Outlook
Apple’s recent performance marks a notable turnaround from previous years. For instance, in Q3 2023, Mac shipments fell dramatically, with IDC estimating a 23.1% year-over-year decline and Gartner reporting a 24.2% drop. This was attributed to a combination of high demand during the pandemic and subsequent supply chain challenges. The current growth suggests that Apple has effectively navigated these challenges and capitalized on market opportunities.
The introduction of AI capabilities in PCs is anticipated to be a major catalyst for future growth. Apple’s strategic focus on integrating AI features into its Mac lineup positions the company to leverage this trend. As AI becomes a more integral part of computing, Apple’s commitment to innovation and user experience is likely to drive continued success in the PC market.
Conclusion
Apple’s 14.9% increase in Mac shipments during Q3 2025, nearly doubling the overall PC market growth, highlights the company’s strong position in the industry. With the impending end of Windows 10 support and the rise of AI-powered PCs, Apple is well-positioned to continue its upward trajectory in the evolving PC landscape.
