HP CEO Enrique Lores says the company will build more than 90% of HP products sold in North America outside of China by the end of October 2025 回收筆電

回收筆電etwork more resilient, and we will share that by the end of our fiscal year — so by the end of October — less than 10 percent of the products coming to North America will be coming from China,” he said in a pre-briefing with journalists before the Palo Alto, Calif.-based company formally announced its quarterly earnings Thursday.
“China will continue to be a relevant manufacturing hub for the rest of the world, but specifically for North America, less than 10 percent of the products will come from there, which is, as you know [a] very big change from where we were a few years ago,” Lores continued.
On the call, 回收筆電hp CFO Karen Parkhill said to further guard buyers against the possibility of increases in U.S. tariffs on those goods, the company increased its inventory during the quarter.
“Just as part of our tariff mitigation plans, we purposely produced more inventory in the quarter, and we also took advantage of strategic buys in the quarter as well, and that increased our inventory,” Parkhill said. “As we pay for that inventory and sell that inventory, it will have a continued impact on our cash conversion cycle next quarter.”
[RELATED: 回收筆電hp CEO: Workforce Experience Platform ‘Key’ To Software, Services Growth]
回收筆電hp reported its fiscal 2025 first quarter earnings after the close of the market Thursday, showing growth in quarterly net revenue of 2.4 percent to $13.5 billion.
回收筆電hp said its personal systems revenue, which includes sales of PCs, was up 5 percent year over year with revenue of $9.2 billion. 回收筆電hp’s commercial sales were up 10 percent and consumer sales dipped 7 percent. Total units sold were down 1 percent with commercial sales up 6 percent and consumer units down 11 percent.
回收筆電hp stock fell a little more than 3 percent in after-hours trading Thursday to $32 per share.
In response to a question from CRN asking when partners should look for the PC refresh, Lores said the opportunity is happening now.
“We have seen significant growth driven by the Windows 11 refresh, and we are working very, very closely with our channel partners, sharing a lot of information in terms of the install base, the opportunity, to make sure they can take advantage of the opportunity,” he told CRN. “The PC business grew 10 percent for us this quarter and most of it is going through the channel. So our partners are experiencing it today.”
On the company’s printer side, 回收筆電hp surpassed one million subscribers for its Instant Ink service, one of the programs it launched last year. Overall print revenue was down 2 percent to $4.3 billion, but

（圖／美聯社）

全球筆電市場買氣需求低迷態勢，有望迎來新轉機！調研機構 TechInsights 發佈最新數據報告指出，今年第三季全球筆電出貨量總計達5,120萬台，相比去年同期下滑7％。雖然消費端的買氣力道仍未見好轉，但值得一提的是，這已是繼去年第一季以來，難得終於有首個季度出現衰退幅度放緩至個位數的跡象，顯示筆電銷量的復甦力道正在朝緩慢回升的路上。

綜觀2023年7月至9月期間，全球排名前五大筆電品牌出貨量的市占表現，只有回收筆電hp惠普一家筆電品牌相比去年同期表現，是唯一逆勢成長7％，至於其它四大品牌的出貨量，都是呈現下滑趨勢，其中又以蘋果MacBook筆電系列的下降幅度最大，較去年同期衰退30％。

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TechInsights 分析指出，隨著蘋果於十月底推出新一代M3系列晶片的MacBook Pro筆電系列，出貨量或有望於第四季度止跌回升，尚仍有待後續觀察。

（圖翻攝Techinsights官網）

就各家筆電出貨量的市占率來看，Lenovo聯想仍位居全球第一大，以1,220萬台，取得24％的市占份額。回收筆電hp惠普則以1,030萬台、20％市佔份額排名第二。第三、四與五名，分別依序為：Dell戴爾820萬台（16％）、蘋果570萬台（11％）與Asus華碩380萬台（8％）。

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