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- iSoftStone grows quick, edging nearer to changing into China’s quantity two PC vendor
- Deal with B2B and gaming powers its rise in difficult residence market
- World growth may observe if this progress momentum continues unabated
There’s a fast-growing PC model in China that you just’ve doubtless by no means even heard of, however is on monitor to turn out to be the second-largest PC vendor within the nation, edging previous each HP and Apple.
iSoftStone, a reputation extra acquainted in China’s enterprise circles, has seen explosive, triple-digit progress, with a fast-expanding gaming portfolio menaing it has begun to draw consideration from outdoors its residence market – regardless that it doesn’t promote to shoppers abroad.
In line with the newest report from Canalys, iSoftStone shipped 0.89 million PCs in Q1 2025, up from 0.42 million in Q1 2024 – that’s a 111% improve in only one yr. In Q1 2024, iSoftStone held a 5% market share. It’s now at 10%, simply 2% behind Huawei, 2% forward of Apple, and three% forward of HP.
111% year-on-year improve
A lot of iSoftStone’s fast success comes from its enterprise background. The corporate is deeply concerned in China’s schooling and public sectors, areas which have benefited from regular authorities help and subsidies, whilst giant enterprise spending has stayed principally flat.
iSoftStone can be gaining traction in gaming PCs, a class that continues to develop – up 24% year-on-year – particularly on the high-performance finish.
The general PC market in Mainland China is forecast to stay flat this yr, because the impact of shopper subsidies begins to fade. The SMB and public sectors are anticipated to develop nonetheless, by 4% and 1%, respectively.
“Mainland China’s PC panorama has advanced considerably over the previous two years, formed by a extra aggressive panorama for home manufacturers,” stated Emma Xu, Senior Analyst at Canalys.
“Client-focused Chinese language distributors comparable to iSoftStone, Huawei, Honor, and Xiaomi all reported progress in Q1 2025, gaining share on the expense of conventional business heavyweights like Lenovo, HP, and Dell.”
iSoftStone won’t have a straightforward job claiming the quantity two spot, nonetheless. As Xu famous, “The current announcement of Huawei’s HarmonyOS PCs in Could may mark one other potential inflection level. Whereas it faces an uphill battle to drive shopper and developer adoption, Huawei’s long-standing energy in cell units and rising AI differentiation may see HarmonyOS redefine the aggressive panorama for PCs within the mid to long run.”
Because it stands now, iSoftStone is concentrated on China. However with previous involvement in international tasks, like a knowledge heart in Singapore, it could not keep native for lengthy. If, buoyed by home success, it expands internationally, the worldwide PC market might be in for a seismic shakeup.
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