2025年第二季度聯想以兩位數增速領跑印度PC市場成最大贏家
2025 年 9 月 15 日，市場研究機構 Canalys發佈的最新報告顯示，2025 年第二季度印度 PC 市場(不含平板電腦)實現同比 6% 的增長，出貨量達到 360 萬臺。其中，聯想以 19.3% 的兩位數同比增速領跑主要品牌，成爲本季度市場最大贏家。
報告顯示，第二季度印度 PC 市場呈現 "頭部品牌分化增長" 態勢。惠普繼續以30.2% 的市場份額位居出貨量榜首，但同比增速僅爲0.2%，增長乏力。聯想則以19.9%的市場份額位列第二，其19.3%的同比增幅不僅遠超市場平均水平，更是主要競爭對手的數倍，展現出強勁的增長動能。
其他品牌方面，根據上半年數據顯示，戴爾表現不佳，出貨量同比下降 12.2%，市場競爭力持續減弱。而宏碁、華碩等品牌雖保持增長，但增速未進入兩位數區間，未能對頭部兩強形成有效衝擊。值得注意的是，在平板電腦市場大幅下滑 27% 的背景下，PC 市場的增長更顯珍貴，凸顯出印度用戶對生產力設備的需求正在持續升級。
本季度PC市場的增長主要得益於企業需求的強勁復甦和消費市場的穩步提升。企業端，隨着數字化轉型加速，印度企業正積極部署AI基礎設施，推動AI筆記本出貨量同比增長近三倍。同時，Windows 11 系統升級需求也顯著帶動了企業採購，使企業 PC 出貨量同比增長超過 11%。尤爲突出的是工作站品類，同比增長高達 41%，反映出工程、設計和內容創作等領域對高性能計算設備的旺盛需求。
Canalys高級分析師 Ashweej Aithal 指出："企業主導的需求仍是本季度增長的關鍵。AI筆記本的快速普及，表明企業正在積極爲未來技術轉型做準備。"
展望全年，預計2025年印度PC市場將增長7%，達到1510萬臺。到2026年，PC市場的增長有望保持穩定，受益於進一步的設備更新需求和AI應用的普及。
Aithal表示："2025年正在奠定基礎，而2026年將檢驗這種增長的可持續性，併爲PC產業在這關鍵市場的新一輪增長週期鋪路。"
印度PC市場正進入一個關鍵發展階段。AI普及、教育招標和本地製造將成爲決定其增長軌跡的關鍵因素。聯想等廠商的兩位數增長表明，抓住企業AI轉型和消費市場需求變化的企業將成爲這一波增長的最大受益者。
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