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
enterprise refresh
it procurement
nearshoring
pc market
pcshipmentspcshipmentsq22025
premium pcs
q22025
supply chain
tariffs
windows 10 end of support
