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India’s PC Market Records Unprecedented Growth In 2025 Amid Accelerating Digitization

Record-Breaking Shipment Volumes

In 2025, India’s personal computer market achieved its strongest performance on record, outpacing even the heightened demand seen during the COVID-19 pandemic. With shipments of desktops, notebooks, and workstations climbing 10.2% year-over-year to reach 15.9 million units, the nation surpassed the 15-million mark for the first time, exceeding the peaks observed in 2021 and 2022. Analysts at IDC provided detailed insights into this unprecedented growth trajectory.

Expanding User Base And Market Maturation

Growth in shipments is partly linked to the expansion of the PC user base during the COVID-19 pandemic. Lockdowns introduced many first-time users to personal computing, and some of those early adopters are now replacing or upgrading their devices. Demand has also been supported by ongoing digitization efforts and increasing PC availability in smaller cities. Bharath Shenoy, research manager at IDC, said the initial wave of new users is now contributing to replacement cycles in both consumer and small business segments.

Changing Market Dynamics And Segment Shifts

India’s share of global PC shipments leapt from 3.3% in 2020 to 5.6% in 2025. Global shipments grew 8.1% year over year to 284.7 million units, positioning India as one of the fastest-growing markets worldwide. Commercial buyers accounted for 52.9% of shipments, while consumers made up the remaining 47.1%. The momentum in enterprise purchasing, fueled by a widespread Windows refresh cycle and the need to replace aging hardware, has been key to this growth.

Competitive Landscape And Evolving Consumer Preferences

Top vendors, including HP, Lenovo, Dell, Acer, and Asus, lead the market in India. However, Apple has maintained a relatively low profile in the business segment, with MacBooks accounting for only 5.6% of the country’s notebook market in 2025, despite their global popularity. The premium notebook segment, with devices priced above $1,000, grew 8.2% year over year, signaling robust demand for high-end computing solutions.

Innovation Amid Challenges

Apple recently introduced a lower-priced MacBook Neo designed to expand its presence in both consumer and business segments. Laptop manufacturers are also adding artificial intelligence features to higher-end devices as companies evaluate new enterprise software capabilities. However, rising component costs and supply chain constraints could influence future shipment volumes. IDC projections indicate that PC shipments in India may decline by about 5% in 2026.

Google Loses More AI Talent As Anthropic Expands Research Team

Google’s efforts to strengthen its position in artificial intelligence are facing another talent challenge, with Bloomberg reporting that researchers Jonas Adler and Alexander Pritzel are preparing to leave the company for Anthropic.

Key Contributors To Gemini Move On

Both researchers reportedly played important roles in the development of Gemini, Google’s flagship AI model. Their departures come as the company continues to invest heavily in advancing its AI capabilities and competing with other leading developers in the sector.

A Broader Pattern Of Departures

The reported moves follow a series of high-profile departures from Google’s AI teams in recent weeks.

Last week, researcher Noam Shazeer announced that he was leaving Google for OpenAI. Shazeer spent most of his career at Google after joining the company in 2000, apart from three years at Character.AI, the startup Google effectively acquired through a $2.7 billion deal that brought him back to work on Gemini.

Shortly afterwards, Google DeepMind director John Jumper also announced his departure for Anthropic. Jumper shared the 2024 Nobel Prize in Chemistry with DeepMind chief executive Demis Hassabis for their work on AlphaFold, the AI system designed to predict three-dimensional protein structures.

Why Anthropic And OpenAI Are Attracting Talent

The departures highlight the increasingly competitive market for top AI researchers as leading companies continue to expand their capabilities and recruit aggressively.

With both OpenAI and Anthropic frequently viewed as central players in the next phase of AI development, opportunities to work on frontier models and participate in fast-growing organisations have become an important draw for senior researchers.

The Challenge For Google

For Google, the issue extends beyond replacing individual researchers. Maintaining continuity across teams, preserving institutional knowledge and sustaining momentum in key AI projects are becoming increasingly important as competition for talent intensifies.

As the race to develop advanced AI systems accelerates, retaining experienced researchers is likely to remain a key focus for all major players in the sector.

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