PC Market Recovery at Risk After Trump's Latest Tariffs -- Market Talk

Dow Jones
04-10
 

1221 ET - Total shipments of desktops, notebooks and workstations rose 9.4% to 62.7 million units in the first quarter of the year, but President Trump's latest tariffs threaten the global recovery of the PC market, according to the latest data from Canalys. Overall, PC shipments experienced a surge in the quarter after vendors accelerated deliveries to the U.S. in anticipation of initial tariff announcements, with Lenovo and HP growing shipments to the U.S. by around 20% and 13%, respectively. "Although similar steps are being taken regarding the broader tariffs set to kick in on April 9, subsequent quarters this year are likely to see a slowdown as inventory levels normalize and customers face higher prices," says Ishan Dutt, principal analyst at Canalys. (sabela.ojea@wsj.com; @sabelaojeaguix)

 

(END) Dow Jones Newswires

April 09, 2025 12:21 ET (16:21 GMT)

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