印度AI PC需求爆發！聯想一季度出貨量大增近35% 平板逆勢上揚
2025 年印度 PC 市場迎來顯著增長。
Canalys(現併入 Omdia)最新數據顯示，2025 年第一季度印度 PC(不含平板電腦)出貨量同比增長 13%，達 330 萬台，而聯想在這一增長浪潮中展現出非凡的競爭力。
在筆記本市場，聯想表現尤為突出。2025 年第一季度，聯想筆記本出貨量達 62.6 萬台，同比增長率高達 34.8%，遠高於市場平均水平，市場份額提升至 18.8%。這一成績不僅讓聯想在一眾廠商中脱穎而出，更凸顯了其在印度筆記本市場的強勁增長動能。相比之下，惠普同期增長率僅為 4.6%，戴爾為 1.3%，聯想的增速優勢十分明顯。
一季度印度平板電腦市場雖整體同比下滑 24%，但聯想依舊實現了逆勢增長。數據顯示，聯想平板電腦 2025 年第一季度出貨量為 12.5 萬台，同比增長 16.1%，市場份額達 12.1%。在三星、宏基等品牌出貨量大幅下滑的情況下，聯想的這一表現尤為難得，充分展現了其在平板市場的競爭力和市場認可度。
聯想在印度市場的出色表現，與其精準的市場策略密不可分。隨着 AI PC 的普及和二三線城市需求的爆發，聯想積極佈局相關領域，抓住市場機遇。一方面，聯想加大對 AI 筆記本的投入，順應企業和消費者對高性能設備的需求。Canalys數據顯示，2025 年第一季度 AI 筆記本出貨量同比激增 253%，聯想在這一細分市場的佈局無疑為其增長助力。報吿強調，AI PC 將從小眾逐步邁入主流，越來越多企業將在採購策略中納入AI功能設備。
在政策層面，印度政府的 PLI(生產掛鈎激勵)計劃推動本地製造，聯想也積極響應，加大在印度的本地化生產投入，這不僅符合政策導向，也有助於降低成本、提升市場響應速度，進一步鞏固其在印度市場的地位。
Canalys(現併入 Omdia)高級分析師 Ashweej Aithal 指出，2025 年是印度 PC 市場承上啟下的關鍵年，為 2026 年在 AI 應用、本地化製造和價值導向型需求的全面推進奠定基礎。
而聯想在 2025 年第一季度的優異表現，無疑為其在印度市場的未來發展鋪平了道路。
從整體市場展望來看，2025 年印度 PC 市場預計將增長 6%，出貨量突破 1500 萬台，而聯想在消費市場、商用市場等多個細分領域均展現出強勁的增長潛力。隨着換機週期加快、AI 技術的深入應用以及本地化製造的推進，聯想有望在印度市場繼續保持領先態勢。
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