CPU shipments and PC sell‑in climbed sharply in Q3 2025 as a deadline-driven refresh — not normal seasonality — became the dominant market force: Jon Peddie Research (JPR) reports client CPU shipments rose 2.2% quarter‑on‑quarter while server CPU shipments jumped roughly 13–14% year‑on‑year, and...
Global PC shipments climbed in the third quarter of 2025 as a wave of Windows 10 end‑of‑support (EoS) refreshes intersected with vendor pushes for AI‑capable hardware, producing an uneasy mix of strong enterprise buying, muted consumer sales and notable regional divergence.
Background / Overview...
ai pcs
enterprise it
enterprise procurement
enterpriserefresh
pc market
pc shipments
personal computer
regional markets
windows 10 end of support
windows 10 eol
windows end of life
windows eos
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
The...
ai pcs
ai premiumization
asp uplift
canalys
canalys data
channel inventory
copilot+ sku
enterpriserefresh
it procurement
nearshoring
pc market
pc shipments
pc shipments q2 2025
premium pcs
q2 2025
supply chain
tariffs
windows 10 end of support
Silicon Motion’s move to accelerate production of PCIe Gen5 controllers coincides with an unexpectedly brisk corporate refresh cycle driven by the upcoming Windows 10 end-of-support deadline, and together these forces are reshaping the client SSD supply chain, NAND demand dynamics, and the...
ai pcs
client ssd
controller ip
enterpriserefresh
firmware
gen5
nand pricing
nand supply
nvme
oem
on-device ai
pciegen5
platform validation
silicon motion
ssd
storage
supply chain
windows 10 end of support
windows 11
workstation