US PC Market Poised for 5% Growth in 2024 as Recovery Takes Hold

The US PC market experienced a surprising 5% year-on-year growth in the first quarter of 2024, driven by strong demand from both consumers and small and medium businesses, and is expected to continue on a positive trajectory with a predicted 5% growth in 2024 and 8% growth in 2025, fueled by the ongoing Windows refresh cycle and the integration of AI capabilities.

5% year-on-year growth in PC shipments in the US
Consumer and SMB segments were the driving forces behind the growth
Expected growth of 8% in PC shipments in 2025

In a surprising turn of events, PC shipments in the United States experienced a 5% year-on-year growth in the first quarter of 2024, reaching a total of 14.8 million units. And guess what? It was the consumer and SMB segments that were the driving forces behind this impressive growth, with both witnessing shipment increases above 9%. It seems like the ongoing Windows refresh cycle played a significant role in this positive trend.

Looking ahead, the US PC market is expected to continue on its path to recovery and show a healthy trajectory. In fact, experts predict that total PC shipments will hit a whopping 69 million units in 2024, and then grow another 8% to reach 75 million units in 2025. These numbers are nothing short of impressive.

What’s interesting is that for the third consecutive quarter, the consumer segment proved to be the star performer in the US market. According to Greg Davis, an analyst at Canalys, “Continued discounting after the holiday season boosted consumer demand for PCs into the start of 2024.” It’s clear that consumers are still hungry for PCs, even after the holiday shopping frenzy.

But that’s not all. The commercial sector also showed an uptick in performance during the first quarter. Shipment growth in small and medium businesses indicates that the much-anticipated Windows 10 end-of-life refresh is finally underway. And with enterprise customers expected to follow suit, the near-term outlook for the market remains highly positive.

So, what can we expect in the coming years? Well, hold on to your seats because the forecast for the US PC market is looking incredibly promising. Canalys predicts a 5% growth in PC shipments for 2024 and an additional 8% growth in 2025. That’s right, folks, things are about to get even better.

According to Davis, stable macroeconomic conditions in the US have allowed for healthier consumer spending and business investment in IT. And with a significant portion of the PC installed base still on Windows 10, the next four quarters are expected to bring even stronger momentum to the refresh cycle. But that’s not all. This timing also aligns with the greater availability of on-device AI capabilities in the market.

Imagine a world where AI is seamlessly integrated into your PC experience. Well, that world is not too far away. With new products and user experiences set to excite consumers and businesses alike, both the Windows and Apple ecosystems are gearing up for an AI revolution. And guess what? The US is expected to lead the charge in the adoption of AI-capable PCs.

Vendors and their partners are fully aware of the significant opportunity to upgrade customers to premium devices, and they are prioritizing their go-to-market efforts accordingly. So get ready for a future where your PC is not just a tool, but a powerful companion that can anticipate your needs and make your life easier.

All in all, the US PC market is on an upward trajectory, with strong growth expected throughout this year and even more promising numbers projected for 2025. So whether you’re a tech enthusiast or a business owner, it’s clear that investing in PCs is a smart move. The future looks bright, my friends.

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