The PC market is facing a downturn worse than the 2008 financial crisis and the COVID-19 pandemic, according to industry sources. AMD has warned that consumer PC revenue will drop over 20% in the second half of 2025. The crisis is hitting motherboard sales particularly hard.
Motherboard shipments forecast to fall from 15 million to 10 million units
Motherboard sales are forecast to fall from 15 million units in 2024 to 10 million units in 2025. ASUS is expected to see a significant decline. Gigabyte's sales forecast drops from 11.5 million to 8-8.5 million units. MSI's forecast falls from 11 million to 8.4 million units. ASRock's forecast drops from 4.3 million to 2.7 million units. MSI's orders from Lenovo are down 60%.
Despite the PC slump, ASUS has seen strong growth in server revenue. Server revenue doubled to over 100 billion TWD in 2024 and is expected to reach 250 billion TWD in 2025.
The reports come from DigiTimes and ComputerBase. The exact timing of the recovery remains unclear.
Discussion
0 comments
Log in to join the thread with a thoughtful take, question, or correction.