Latest news with #IshanDutt
Yahoo
09-04-2025
- Business
- Yahoo
Tariff anxiety boosted first-quarter personal computer shipments, Canalys says
Global shipments of personal computers rose 9.4% in the first quarter of this year as PC makers boosted consignments to the United States in anticipation of President Donald Trump's sweeping tariffs, research firm Canalys said on Wednesday. WHY IT'S IMPORTANT As higher tariffs on more countries across the globe take effect, both direct and indirect impacts could dampen a recovery in the PC market for the remainder of the year, Canalys said. PC providers such as Dell and Apple, and chipmakers like Intel, AMD and Qualcomm were relying on demand resurgence for PCs at the back of a Windows refresh cycle and the addition of AI features to drive sales. KEY QUOTES Pulling in shipments to the first quarter in anticipation of tariffs "allowed manufacturers and the channel to stock up ahead of potential cost increases, boosting sell-in shipments despite otherwise stable end-user demand," said Ishan Dutt, principal analyst at Canalys. "Subsequent quarters this year are likely to see a slowdown as inventory levels normalize and customers face higher prices." CONTEXT Trump's "reciprocal" tariffs, a key feature of his economic policy that has unsettled financial markets this year, came into effect earlier on Wednesday, including massive 104% duties on Chinese goods. The impact of tariffs on consumer demand is expected to be greater, as buying a more expensive PC will need to be prioritized against other spending categories also seeing price increases, Canalys said. BY THE NUMBERS Total shipments of desktops, notebooks and workstations grew 9.4% to 62.7 million units in the March quarter of 2025. Lenovo and HP grew shipments to the U.S. in the quarter by around 20% and 13%, respectively. By the end of 2025, most major PC vendors are expected to have moved U.S.-bound shipments out of China to mitigate the impact of tariffs, Canalys said. GRAPHIC
Reuters
09-04-2025
- Business
- Reuters
Tariff anxiety boosted first-quarter personal computer shipments, Canalys says
April 9 - Global shipments of personal computers rose 9.4% in the first quarter of this year as PC makers boosted consignments to the United States in anticipation of President Donald Trump's sweeping tariffs, research firm Canalys said on Wednesday. WHY IT'S IMPORTANT As higher tariffs on more countries across the globe take effect, both direct and indirect impacts could dampen a recovery in the PC market for the remainder of the year, Canalys said. PC providers such as Dell (DELL.N), opens new tab and Apple (AAPL.O), opens new tab, and chipmakers like Intel (INTC.O), opens new tab, AMD (AMD.O), opens new tab and Qualcomm (QCOM.O), opens new tab were relying on demand resurgence for PCs at the back of a Windows refresh cycle and the addition of AI features to drive sales. KEY QUOTES Pulling in shipments to the first quarter in anticipation of tariffs "allowed manufacturers and the channel to stock up ahead of potential cost increases, boosting sell-in shipments despite otherwise stable end-user demand," said Ishan Dutt, principal analyst at Canalys. "Subsequent quarters this year are likely to see a slowdown as inventory levels normalize and customers face higher prices." CONTEXT Trump's "reciprocal" tariffs, a key feature of his economic policy that has unsettled financial markets this year, came into effect earlier on Wednesday, including massive 104% duties on Chinese goods. The impact of tariffs on consumer demand is expected to be greater, as buying a more expensive PC will need to be prioritized against other spending categories also seeing price increases, Canalys said. BY THE NUMBERS Total shipments of desktops, notebooks and workstations grew 9.4% to 62.7 million units in the March quarter of 2025. Lenovo and HP grew shipments to the U.S. in the quarter by around 20% and 13%, respectively. By the end of 2025, most major PC vendors are expected to have moved U.S.-bound shipments out of China to mitigate the impact of tariffs, Canalys said. GRAPHIC
Yahoo
08-04-2025
- Business
- Yahoo
With Trump Tariffs Looming, Razer Stops Accepting New Laptop Orders
PCMag editors select and review products independently. If you buy through affiliate links, we may earn commissions, which help support our testing. PC vendor Razer has stopped accepting new laptop orders, presumably due to President Trump's reciprocal tariffs. has mysteriously delisted all laptop products in the US, including the upcoming Razer Blade 16. Instead, the site is only offering various accessories. Its Canada site continues to take laptop orders and preorders. For now, Razer is remaining mum on the change, telling The Verge, 'We do not have a comment at this stage regarding tariffs.' But we wouldn't be surprised if the company is taking a page from Nintendo and reviewing potential price changes to offset cost increases from Trump's tariffs, which take effect on Wednesday. Framework Computer, another PC vendor, has also temporarily discontinued several base models of the company's 13-inch laptop, citing Trump's tariffs on Taiwan. 'We priced our laptops when tariffs on imports from Taiwan were 0%. At a 10% tariff, we would have to sell the lowest-end SKUs at a loss,' the company said. In a tweet, Framework also claims that rival PC makers have been quietly delisting lower-priced products in response to the tariffs. Indeed, MSI's online store seems to have stopped accepting new laptop orders as well; the site is only showing a 'notify me' option. Trump's reciprocal tariffs are expected to affect a wide range of consumer electronics since most are made in the tariffed countries, including China, Vietnam, India, Malaysia, and Cambodia. Entry-level products, which have thin margins between their manufacturing cost and final price, will see the most impact, forcing vendors to raise prices, analysts have told PCMag. 'As far as I can tell, almost all consumer electronics categories would be better off being bought sooner rather than later, especially given the latest threat of an additional 50% tariff on China,' said Ishan Dutt, an analyst with Canalys. On Wednesday, Trump plans on raising tariffs on Chinese imports to 104%, which threatens to drastically raise prices for many products.
