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MacBook shipments soared in 2025 but tariffs played a bigger role
Apple and other PC makers posted big shipment gains in early 2025 compared to 2024, but the numbers hide a deeper story.
Apple and other PC makers posted big shipment gains in early 2025 compared to 2024, but the numbers hide a deeper story. Much of the uptick came from vendors rushing to ship products before new U.S. tariffs take effect, meaning the spike reflects inventory movement, not consumer demand. The U.S. remains the largest market for advanced AI PCs, but high tariffs or shifting rules could discourage both consumers and businesses from upgrading.
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