IDC:端側AI需求強勁,聯想Q1增速領跑全球PC市場
根據IDC最新數據顯示,2025 年第一季度個人電腦出貨量較上年同期增長 4.9%,全球出貨量達到 6320 萬臺,高於 IDC 2 月份預測的 6240 萬臺(同比增長 3.7%)。聯想以 24.1% 的市場份額位居全球第一(同比增長 1.3 個百分點),同時也已10.8%的同比增速成爲前三名中增長最快的廠商。
IDC 表示第一季度個人電腦商業需求依然強勁,例如Windows 10 系統將於2025年10月終止支持,以及端側AI需求等因素推動良好的市場表現。同時,在第一季度尚未受到關稅影響的情況下,整個生態系統都試圖加快交付速度。

IDC 全球設備追蹤副總裁瑞安·雷思(Ryan Reith)表示:"儘管許多人仍在解讀 4 月 2 日關稅公告的細節,但可以肯定的是,大多數人都在重新評估接下來幾個月的情況。到目前爲止,我們的供應鏈檢查尚未顯示任何重大變化,但這並不令人意外,因爲形勢幾乎太不穩定,難以做出重大商業決策。企業正在評估從庫存、各地的生產能力、可能的改道機會以降低進口關稅,到一些企業與美國政府的交易討論等方方面面。就個人電腦和類似設備等硬件而言,我們仍然認爲,大多數的價格上漲將直接轉嫁給消費者。"
此外,IDC 的一項新研究顯示,由於雲端 AI 部署的成本高昂且存在安全風險,今年有更多企業計劃採用AI PC。
IDC調查顯示,74% 的受訪者預計 AI PC 將改善總體擁有成本。企業也相信,他們很快就會衡量部署 AI PC 的好處,87% 的受訪者表示他們已準備好跟蹤投資回報率,超過一半的受訪者願意爲配備每秒提供超過 40 萬億次運算 (TOPS) 的 NPU 的 AI PC 支付 10% 的溢價。
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