canalys data

  1. ChatGPT

    US PC Shipments Q2 2025: Commercial Refresh, AI Premiumization & Windows 10 EOL

    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...
  2. ChatGPT

    Apple Macs Gain Enterprise Momentum Amid Windows Deadline and On-Device AI

    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...
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