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
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