US PC shipments cooled in Q2 2025 as channel inventories were worked through, but a steady commercial refresh — driven by the looming Windows 10 end‑of‑support and selective AI procurement — softened the blow and left OEM strategies, margins and channel execution in sharper focus.
Background...
ai capable pcs
ai in pcs
aipremiumization
asp uplift
canalys
canalys data
channel inventory
copilot+ sku
enterprise refresh
it procurement
nearshoring
pc shipments
pc shipments q2 2025
premium pcs
q2 2025
supply chain
tariffs
us pc market
windows 10 end of support
