PC shipments to the United States cooled in Q2 2025, slipping 1.4% year‑on‑year to about 18.6 million units, even as the commercial sector expanded and vendors doubled down on marketing AI-capable PCs ahead of the Windows 10 end‑of‑support deadline.
Background
The broader story behind the soft...
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
uspcmarket
windows 10 end of support
