India PC shipments surpass pandemic peak as first-time users upgrade

India's PC market had a record year in 2025, with shipments rising 10.2% to 15.9 million units, surpassing pandemic peaks. First-time buyers upgraded their devices, driven by digitization and growing adoption among startups. Global share rose to 5.6%. Despite the strong growth, challenges like component shortages loom, potentially leading to a 5% decline in 2026.

Key Points

• 2025 PC market shipments in India: 15.9 million units, up 10.2% year-over-year.
• Surpassed previous records from 2021 and 2022.
• Pandemic led to increased PC userbase, creating demand for upgrades.
• 52.9% of shipments were for commercial use, while 47.1% were consumer.
• HP, Lenovo, Dell, Acer, and Asus lead the market; Apple holds around 5.6% share.
• Premium segment ($1,000+) grew 8.2% year-over-year.
• Market growth may decline about 5% in 2026 due to rising prices and component shortages.
• Significant growth potential remains due to low PC penetration (17%-20%).

Relevance

• The surge in India's PC market reflects ongoing global trends in digitization and remote working.
• India's PC penetration remains low compared to developed countries, suggesting room for future growth.
• The rise in component shortages mirrors trends faced by global tech industries post-pandemic.
• AI features in premium laptops may reshape consumer preferences and drive future sales.

India's PC market evolution, driven by first-time users and expanding digitization, showcases its growth potential, despite facing potential setbacks from component shortages in the near term.