- Commercial sector will be a strong growth driver as enterprises, SMBs and the public sector will contribute to a large refresh cycle spurred by the end of support for Windows 10 devices and the rising availability of AI-capable PCs.
The PC market, consisting of desktops, notebooks and tablets in India is expected to grow 11 per cent in 2024 to 19.62 million and a further 15 per cent in 2025 to 22.63 million, fuelled by healthy demand across all segments.
In 2023, the PC market shipments stood at 17.73 million.
Ashweej Aithal, analyst at Canalys, said that India’s commercial sector will be a strong growth driver as customers across enterprises, SMBs and the public sector will contribute to a large refresh cycle spurred by the end of support for Windows 10 devices and the rising availability of AI-capable PCs.
“The tablet market has a strong pipeline from substantial education tenders that are anticipated to close this year.”
The consumer PC market will also see a boost as devices purchased during the pandemic will soon need refreshing – presenting an opportunity for upgrades.
“India’s appetite for higher-end PCs is expected to expand in the coming years,” Aithal said.
“The introduction of on-device AI capabilities from chipset manufacturers and OEMs will buoy this transition. The rise of other use cases like gaming and content creation will also help support a push toward premiumisation.”
For tablets, he said the rollout of 5G infrastructure will act as a tailwind supporting longer-term device refreshes.
Although use-cases for 5G tablets are currently limited, he said the desire to future-proof devices will contribute to the growth of premium devices.
Local manufacturing has been a focal point in India for over a year, with major players actively collaborating with Production Linked Incentive (PLI) approved OEM partners.
“The reliance on foreign-sourced components has pushed the Indian government to introduce initiatives that boost the domestic semiconductor industry,” Aithal said.
Moreover, he said that self-sufficiency in this sector is a long way off and will require substantial investment in research, capacity building, and the development of supporting industries.
“However, any progress in this area will provide a boost not only to meeting local demand but also in positioning India as a rising player in the global export market.”