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
ai premiumization
asp uplift
canalyscanalysdata
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
Apple’s recent enterprise momentum is no accident: Canalys data and industry reporting show Macs gaining ground precisely as businesses face a forced Windows refresh and a rising appetite for on-device AI — a convergence that’s reshaping procurement, security posture, and long-term platform...
ai in enterprise
apple enterprise
apple mac adoption
canalysdata
channel partners
computerworld analysis
data privacy
endpoint security
hardware lifecycle
it procurement
m-series silicon
mac management
macs in enterprise
mixed fleet
neural engine
on-device ai
parallels virtualization
total cost of ownership
windows 11 migration
windows end of support