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Create: 2025-07-01 Update: 2025-07-05 12:26:05

В России растут продажи ноутбуков без предустановленной ОС

С 2022 года корпоративные и массовые покупатели всё чаще выбирают ноутбуки без операционной системы. По данным интегратора OCS, в I квартале 2025 года доля устройств без ОС в b2b-сегменте достигла 43% (2024 – 31%). Всего в первом квартале было куплено 44% ноутбуков без ОС – это 371 000 устройств, сообщает GfK.

Динамика обоснована:
🔘Значительная экономия: ноутбук без Windows дешевле на 10–20 тыс. рублей. При больших объемах закупок разница становится критичной.
🔘С 2022 года лицензии Microsoft перестали официально продаваться в России.
🔘Вырос спрос на ноутбуки с российскими ОС (Astra Linux, Alt Linux, «Ред ОС» и др.). Их установка происходит преимущественно на ноутбуки без ОС.
🔘Предприятия осуществляют перенос ранее приобретённые лицензий Windows на новые устройства.
🔘Пиратство: необходимая ОС и ПО устанавливается силами IT-департамента (часто – с использованием нелегального ПО).

Китайские компании доминируют в сегменте – Huawei, Honor, Lenovo занимают почти весь офисный и корпоративный рынок России.
В то же время клиенты Apple сохраняют свою лояльность: MacBook продолжает пользоваться популярностью среди ИТ-специалистов, разработчиков и творческих деятелей.

В 2025–2026 годах тренд на покупку ноутбуков без ОС будет только усиливаться, а российские софтовые вендоры получат больше шансов занять долю в корпоративном ИТ-парке. Возможен и иной исход – на ЦИПР-2025 Минцифры поддержало предложение об установке российских ОС на любые компьютеры, продающиеся в рознице и онлайн. Потому доля компьютеров с отечественными ОС может резко вырасти уже в ближайшее время.

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

В России растут продажи ноутбуков без предустановленной ОС

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