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India’s PC Market Rises 12% as Buyers Preempt Price Hikes
India sold more computers in the June quarter than it did a year earlier.
Shipments increased by about 12% to 3.9 million PCs.
Many businesses and shoppers bought early because computer parts, especially memory, were expected to become more expensive.
Stores also wanted extra stock for upcoming sales and the festive season.
Business purchases grew faster than household purchases.
Laptops remained the most popular type of computer.
Expensive laptops and laptops with artificial intelligence features grew especially quickly.
However, experts say demand may slow later because some people already bought their computers early.
Higher prices could also make small businesses and consumers wait longer before upgrading.
India’s PC shipments rose 12.1% year-on-year to 3.9 million units in the June quarter.
Commercial shipments grew 16.6% to 2.2 million units, while consumer shipments increased 6.6% to 1.7 million.
Retailers and online sellers built inventory ahead of expected component price increases, Independence Day sales and the festive season.
Premium notebooks priced above $1,000 grew 78.7%, while AI-enabled notebook shipments more than doubled.
HP led the market with a 29.4% share, while Dell and Apple recorded strong shipment growth.
- Who
- Indian businesses, consumers, retailers, online sellers and PC manufacturers; the market data was reported by International Data Corporation.
- What
- India’s PC shipments grew 12.1% year-on-year in the June quarter to 3.9 million units.
- Where
- India.
- When
- The June quarter; the report also forecasts weaker conditions in the second half and greater pressure into 2027.
- Why
- Buyers and sellers moved purchases forward because PC component costs, especially memory costs, were expected to rise, while sellers prepared for major sales periods.
Near-Term Growth
Expected Slowdown
Market momentum
Near-Term Growth
Shipments increased 12.1%, supported by commercial purchases and advance buying by retailers, online sellers and customers.
Expected Slowdown
The report says underlying consumer demand remains relatively soft and expects consumer demand to slow in the second half.
Effect of early purchases
Near-Term Growth
Buying ahead of price increases and upcoming sales helped maintain growth in the June quarter.
Expected Slowdown
Customers and retailers that stocked up early may have less reason to buy later, potentially putting pressure on shipments from the fourth quarter.
Future pricing and demand
Near-Term Growth
Premium and AI-enabled notebooks showed particularly strong growth, indicating demand for higher-priced products in some segments.
Expected Slowdown
Higher prices could delay upgrades by consumers and small businesses, while enterprise buying is expected to normalize, creating greater pressure into 2027.
Key facts
- Total shipments
- 3.9 million units in the June quarter
- Year-on-year growth
- 12.1%
- Commercial shipments
- 2.2 million units, up 16.6%
- Consumer shipments
- 1.7 million units, up 6.6%
- Leading manufacturer
- HP, with a 29.4% market share
- Fastest-growing top-five manufacturer
- Dell, with shipments up 40.3% and a 14.1% share
- Premium notebook growth
- Shipments priced above $1,000 increased 78.7%
Quotes
Bharath Shenoy
Research manager for Devices Research at IDC
“Despite signs of moderating end-user demand, channel partners and e-tailers continued to build up inventory aggressively through the quarter.”
financialexpress.com
Sources
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