Canalys predicts that the Chinese PC (personal computer) market (excluding tablets) will experience a rebound in 2024, with a year-on-year growth of 3% and a growth of 10% in 2025, mainly due to the replacement demand in the commercial market. Due to the deepening of digitalization and the increase in penetration rate, the tablet computer market is expected to grow by 4% in both 2024 and 2025.

Canalys analyst Emma Xu said, "In 2024, the struggling Chinese PC market is expected to be alleviated, but challenges still exist. The government is seeking new ways of economic growth, with a core focus on technology driven innovation, and sustained economic restructuring is of paramount importance for development. During the recent" Two Sessions ", AI has become a core theme, with various business entities and governments enthusiastic about AI, aiming to establish a cross industry domestic AI ecosystem. This commercial driving force will undoubtedly bring significant opportunities to the PC industry, especially in the upcoming equipment update cycle and the emergence of AI PCs."

Canalys predicts that the Chinese PC market will grow by 3% in 2024 and further expand to 10% in 2025. The tablet market is expected to grow by 4% in both 2024 and 2025.

In the fourth quarter of 2023, the PC (excluding tablet computers) market in Chinese Mainland shipped 11.3 million units, down 9% year on year. Among them, the shipment volume of desktop computers decreased by 13% year-on-year, to 3.3 million units; The shipment volume of laptops decreased by 7% year-on-year, to 8.1 million units. Therefore, the total shipment volume in 2023 was 41.2 million units, a year-on-year decrease of 17%.

The tablet market decreased by 3% in the fourth quarter of 2023, reaching 8.4 million units, with a total shipment volume of 28.3 million units for the entire year of 2023. With the increasing attention of new players to this category, the competition in this category will become even more intense in 2024.