The Zhitong Finance App learned that the latest data from the International Data Corporation (IDC) shows that in the second quarter of 2026, shipments in the Chinese industrial PC market increased 16.8% year-on-year, and the growth rate hit a new high in the past five quarters. However, behind the impressive data, market participants are facing more complex cyclical challenges: this round of growth also includes real increases brought about by AI transformation, and upfront demand generated by short-term fluctuations in supply and demand, making it impossible to determine future trends through simple linear extrapolation. Manufacturers need to penetrate data and adjust their business strategies, and shift from pursuing large-scale growth to improving order quality and product competitiveness.

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