<ul><li>Apple’s Mac shipments surged 17% year over year in Q1 2025.</li><li>The growth was mainly driven by PC vendors accelerating shipments ahead of U.S. import tariffs and the increasing adoption of AI-enabled PCs.</li><li>The surge may be short-lived as inventory levels are likely to stabilize in the next few weeks, anticipating the impact of U.S. import tariffs which could dampen growth momentum for PCs.</li><li>Counterpoint Research suggests that competitive dynamics will be shaped by OEMs' ability to diversify supply chains and manufacturing bases, as well as offering the best AI PC experiences through ecosystem partnerships.</li></ul>

Driven by M4 release, Apple’s Mac shipments surge 17% YoY in Q1

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