Total PC shipments to the US are expected to rise 6 percent to just under 70 million units in 2024 and another 6 percent to 74 million units in 2025, Canalys analysis reveals.
Commercial demand, which is expected to be strongest throughout the recovery ahead of Windows 10 end-of-life, has already shown a positive rebound.
The total size of the US PC market will be 69.69 million in 2024 and 73.97 million in 2024 as compared with 65.77 million in 2023.
The size of the Consumer PC market will be 25.51 million in 2024 and 27.03 million in 2025 against 25.53 million in 2023.
The size of the Commercial PC market will be 29.50 million in 2024 and 31.81 million in 2025 against 27.18 million in 2023.
The size of the Government PC market will be 4.31 million in 2024 and 4.61 million in 2025 against 3.81 million in 2023.
The size of the Education PC market will be 10.36 million in 2024 and 10.50 million in 2025 against 9.42 million in 2023.
Q2 2024
PC shipments (excluding tablets) to the United States grew 4 percent 18.9 million units in Q2 2024.
Notebook shipments rose more than 5 percent.
Main suppliers in the US PC market are HP (26.5 percent share), Dell (24 percent), Lenovo (17.2 percent), Apple (12.3 percent), Acer (6.8 percent) and Others (13.2 percent) in Q2 2024.
“With IT spending ramping up, large enterprise PC refresh is well underway, with shipments to the segment growing 12 percent in the latest quarter,” said Canalys Analyst Greg Davis. “While growth for consumer and SMBs was not as high, both segments still finished the quarter with healthy increases of 3 percent and 6 percent respectively.”
The US is set to lead in AI-capable PC adoption representing 30 percent of total PC shipment in North America in Q4 2024 and 50 percent in Q4 2025.
The adoption of AI-capable PCs, which are costly as compared with traditional PCs, will bring additional momentum to the refresh cycle. The report says processor vendor and OEM roadmap development will increase on-device AI availability more broadly across PC portfolios from the second half of 2024 onwards.
Baburajan Kizhakedath
