Microsoft’s decision to pull the security plug on Windows 10 has done more than force millions to choose how — and when — to upgrade; it has also reshuffled the PC market, creating a calendar‑driven replacement wave that is materially boosting shipments across the industry and, surprisingly to some, lifting Apple’s Mac sales as a sizable number of Windows 10 holdouts opt for MacBooks instead of in‑place Windows 11 upgrades.
The technical milestone that triggered this cycle is unambiguous: Microsoft ended mainstream support for Windows 10 on October 14, 2025. After that date Windows 10 continued to run on existing machines, but free security updates and mainstream support stopped for general consumers and most enterprise editions; Microsoft offered a time‑boxed Extended Security Updates (ESU) bridge program for organizations and a limited consumer ESU option as a short‑term safety valve.
That lifecycle cutoff created a firm, date‑certain procurement imperative for many organisations, schools and security‑sensitive consumers. Inventory managers and corporate procurement teams that might otherwise have deferred replacements suddenly faced compliance, audit and risk timelines — and those timelines produced one of the most pronounced refresh windows the PC market has seen in years. Analyst firms and industry trackers recorded positive shipment growth in Q3 2025 that industry participants attribute largely to that forced refresh.
At the same time the market’s narrative is shifting toward a second theme: buyer interest in “AI‑ready” devices. Vendors are increasingly advertising on‑device neural accelerators, NPUs and Copilot+/AI‑centric features as part of the upgrade pitch. For many buyers the AI angle is future‑proofing rather than an immediate must‑have, but procurement decision‑makers are starting to include AI‑capability as a checkbox when specifying replacement hardware.
That scale of Mac growth is meaningful for Apple’s notebook business because it signals not just stronger consumer interest but rising enterprise consideration for macOS endpoints — a trend several vendors and analysts say is being driven by easier Microsoft 365 compatibility on macOS, better residual values for used Macs, and Apple’s continuing emphasis on on‑device capabilities and efficiency.
That said, the decision to switch platforms is operational, not tribal. For many organisations the right path will be hybrid: preserve Windows for workloads that need it, pilot macOS for mainstream productivity users, and use ESU as a controlled bridge rather than a destination. The true winners in this cycle will be organisations that treat the deadline as a disciplined planning opportunity — inventorying apps, validating virtualization, testing pilots, and modelling TCO conservatively — rather than a spur‑of‑the‑moment procurement scramble.
The refresh wave has reset expectations about device lifecycles and made “AI‑readiness” an explicit procurement variable. Vendors and buyers alike will spend the next year proving which device choices actually deliver durable productivity gains versus those that are primarily good marketing. The prudent buyer will require proof — not promises — before paying a premium for the next generation of what the industry calls the “AI PC.”
Source: Moneycontrol https://www.moneycontrol.com/techno...k-instead-of-windows-11-article-13635450.html
Background / Overview
The technical milestone that triggered this cycle is unambiguous: Microsoft ended mainstream support for Windows 10 on October 14, 2025. After that date Windows 10 continued to run on existing machines, but free security updates and mainstream support stopped for general consumers and most enterprise editions; Microsoft offered a time‑boxed Extended Security Updates (ESU) bridge program for organizations and a limited consumer ESU option as a short‑term safety valve. That lifecycle cutoff created a firm, date‑certain procurement imperative for many organisations, schools and security‑sensitive consumers. Inventory managers and corporate procurement teams that might otherwise have deferred replacements suddenly faced compliance, audit and risk timelines — and those timelines produced one of the most pronounced refresh windows the PC market has seen in years. Analyst firms and industry trackers recorded positive shipment growth in Q3 2025 that industry participants attribute largely to that forced refresh.
At the same time the market’s narrative is shifting toward a second theme: buyer interest in “AI‑ready” devices. Vendors are increasingly advertising on‑device neural accelerators, NPUs and Copilot+/AI‑centric features as part of the upgrade pitch. For many buyers the AI angle is future‑proofing rather than an immediate must‑have, but procurement decision‑makers are starting to include AI‑capability as a checkbox when specifying replacement hardware.
The numbers: who gained, who didn’t
Mac gain — real and measurable
Counterpoint Research’s Q3 2025 snapshot and multiple industry reports show a clear directional outcome: global PC shipments turned positive year‑over‑year, and Apple’s Mac lineup was among the notable beneficiaries. Counterpoint estimated global PC shipments rose roughly 8.1% YoY in Q3 2025 while Mac shipments jumped about 14.9% YoY — a substantial out‑performance relative to the overall market. Industry coverage from consumer and trade press repeated these figures and linked the uplift to both the Windows 10 sunset and Apple’s refreshed MacBook lineup.That scale of Mac growth is meaningful for Apple’s notebook business because it signals not just stronger consumer interest but rising enterprise consideration for macOS endpoints — a trend several vendors and analysts say is being driven by easier Microsoft 365 compatibility on macOS, better residual values for used Macs, and Apple’s continuing emphasis on on‑device capabilities and efficiency.
Market leaders and the rest
Across trackers the winners in the refresh wave were consistent even though absolute unit counts differ by methodology:- Lenovo retained the top vendor position and recorded the largest vendor growth (in many reports roughly mid‑teens YoY).
- Asus and HP posted strong double‑digit growth in multiple snapshots.
- Dell, the notable outlier, recorded either modest growth or a slight decline in different datasets — a result companies attributed to timing of tendered deals and front‑loaded shipments in earlier quarters.
Why some Windows 10 users chose MacBooks over Windows 11 PCs
Switching a platform isn’t a purely emotional choice; it’s an operational decision driven by four practical factors that were especially salient during this refresh window.1. Upgrade eligibility and hardware bottlenecks
A substantial share of Windows 10 devices are physically ineligible to upgrade to Windows 11 because of firm hardware prerequisites (TPM 2.0, secure boot, CPU model support). That left owners of older ultrabooks and corporate fleets with three options: buy new Windows 11 hardware, pay for ESU as a short bridge, or choose an alternative platform. For users whose workloads are predominantly web‑centric and Microsoft 365‑centric, a Mac became a practical, lower‑friction replacement.2. Perceived lower administrative lift
For small businesses and solo operators with limited IT staff, macOS delivers a predictable update cadence, built‑in protections like FileVault and Secure Enclave, and the perception of fewer day‑to‑day maintenance headaches. Apple’s messaging around privacy‑first, on‑device AI features and ecosystem continuity with iPhone/iPad also made MacBooks more attractive to iPhone‑centric buyers. These narrative advantages were amplified in-store and in Apple’s retail and SMB outreach during the EoL window.3. Trade‑in economics and promotional pricing
Refurbished, trade‑in and promotional offers reduced the effective cost of Mac upgrades during the window. Coupled with high residual values for many Mac models, the total lifecycle cost model for single‑user and some SMB buyers sometimes favored Apple, especially where the alternative was buying a premium Windows 11 device at near‑comparable prices. Multiple independent retail trackers and outlets highlighted Mac discounts around the Q3/Q4 retail cycle that improved the business case for switching.4. AI and future‑proofing messaging
Apple’s M‑series migration story — emphasizing efficiency, battery life and a growing set of on‑device intelligence features — dovetailed with the industry’s nascent “AI PC” positioning. Buyers facing a mandatory refresh showed growing interest in devices that advertise local AI acceleration (NPUs, neural engines), and macOS’s Apple Intelligence messaging became another differentiator in the purchase conversation. That said, vendors and analysts stress that AI readiness is currently more of a procurement checkmark than an immediate conversion driver.The real tradeoffs: what businesses and power users should watch
Switching to macOS is practical for many buyers, but it has material, verifiable costs and limitations that must be modelled.Compatibility — the single largest blocker
Legacy and line‑of‑business (LOB) Windows applications remain the most decisive reason many organizations cannot migrate to Mac. Specialized drivers, PCIe device passthrough, proprietary client software, and some industry tools are still Windows‑only. Virtualization (Parallels, VMware) and cloud Windows instances provide viable options for many scenarios but introduce licensing, performance and integration complexities. Test every mission‑critical application before initiating a fleet‑wide migration.Licensing and virtual Windows on Apple silicon
Running Windows under virtualization on Apple silicon brings nuanced licensing and operational considerations. Microsoft’s licensing terms for Windows 11 ARM and authorized virtualization scenarios need to be reviewed carefully; not all configurations (especially those involving certain enterprise activation or driver models) are equivalent to native Windows on x86 hardware. Budget for virtualization client licences and potential EDR/MDM tools for macOS endpoints.Platform lock‑in and ecosystem tradeoffs
Moving to macOS changes control models — Apple’s curated ecosystem makes many day‑to‑day tasks simpler but trades away some of the hardware and software openness that power users and enterprise IT teams rely on. For organizations that value component swap‑and‑repair, custom imaging, or deep BIOS/firmware control, the change is strategic, not merely tactical.Unverifiable or variable vendor claims
Vendor numbers about NPUs, TOPS, or synthetic benchmark wins are useful directional signals but vary by SKU and test methodology. Battery life reports also vary among real users and labs. Procurement teams should verify performance claims with workload‑specific tests rather than relying on headline figures. Flag any single, unsupported performance number as provisional until validated.Practical migration playbook — measured steps for consumers, SMBs and IT teams
When the deadline forces action, measured, repeatable processes beat reactionary buys. The following playbook is practical and field‑tested during the Windows 10 refresh.Quick action checklist (30‑day sprint)
- Inventory: List every installed app, plugin, and hardware peripheral; mark Windows‑only items.
- Eligibility check: Run Microsoft’s PC Health Check on all devices to identify Windows 11‑capable machines and prioritize them for in‑place upgrades.
- Backup: Create full disk images and export user profiles, browser data and credentials.
- Pilot: Acquire one Mac (Mac mini or MacBook) and run a 2–4 week pilot using native apps plus a Windows VM for holdouts.
- Validate virtualization: Test Parallels/VMware performance for required Windows apps; verify GPU/USB passthrough if needed.
- Cost model: Include device purchase price, trade‑in value, additional license costs (virtualization, EDR, MDM), and projected training/support costs.
- Rollout phasing: Start with teams that have the fewest Windows dependencies and expand once compatibility is proven.
For enterprises: TCO and security checklist
- Treat ESU as a planning window, not a long‑term solution. The consumer ESU buys roughly one year of security patches and may have enrollment constraints; enterprise ESU contracts are available but not indefinite. Model timelines conservatively.
- Update endpoint management policies to cover macOS: ensure MDM coverage, EDR support and backup strategies (Time Machine or enterprise backup agents).
- Pilot hardware and OS combos across representative user groups (creative teams, knowledge workers, engineers) and measure helpdesk tickets and productivity change. Use pilot results to adjust support staffing and training plans.
How vendors are positioning hardware for the next cycle
Two overlapping marketing arcs shaped vendor messaging in Q3 2025:- Immediate compliance upgrades: Windows OEMs and channel partners pushed Windows 11‑capable SKUs into commercial tenders and public procurement to capture mandatory refresh orders. Vendors that had stock and strong commercial channels — Lenovo, HP, ASUS — performed well.
- AI readiness and NPUs: OEMs began promoting Copilot+/AI devices with on‑board NPUs and neural accelerators. For buyers that want to hedge future AI workflows, these devices are becoming procurement line items even if the immediate use cases are sparse. Analysts expect the AI PC segment to expand materially through 2026 as workflows mature.
Risks to watch over the next 12–24 months
- Fragmented upgrade timelines: Different organisations will stretch ESU windows differently, creating a multi‑year tail of mixed OS estates that complicates security posture and vendor support strategies.
- E‑waste and replacement economics: Forced hardware churn increases environmental impact and procurement costs. Resale/trade models help, but public sector buyers will need policies to manage disposal and sustainability.
- AI hype vs. deliverable productivity: Heavy marketing of NPUs and local AI capabilities may outpace real productivity gains in the short term. Buyers should insist on workload‑specific metrics before paying a premium for AI features.
- Vendor claims variance: Benchmarks, TOPS and battery estimates differ markedly across tests — procurement teams must require independent validation for mission‑critical purchases.
Bottom line: practical advice for readers weighing a switch
- If your workflows are primarily browser‑based or built on Microsoft 365 and you own an iPhone: a MacBook (or Mac mini for desktop reuse) can be a low‑friction, defensible alternative to buying Windows 11 hardware. The migration will simplify baseline security and often improve battery life and longevity.
- If you rely on Windows‑only enterprise LOB software, specialized drivers, high‑end gaming, or heavy GPU passthrough: keep a Windows endpoint for those workloads and consider a hybrid model. Virtualization and cloud Windows options can reduce the friction but are not a universal substitute.
- Never use ESU as a permanent strategy: treat it as a one‑year planning window for consumers (and a short contract option for many enterprises), not a migration endpoint. Schedule replacements or migrations with the ESU window as the outside boundary, not the plan.
- Pilot first, buy at scale only after validation: a single validated pilot across representative users dramatically reduces migration risk and unexpected costs. Use pilots to test virtualization, peripheral compatibility, and support workflows before committing fleet‑wide.
Conclusion
The end of Windows 10 transformed a calendar date into a market catalyst. The Q3 2025 refresh wave drove notable shipment gains across the PC industry, and Apple’s MacBooks captured a measurable slice of that demand as some Windows 10 users and small organisations opted for macOS instead of upgrading in‑place to Windows 11. The commercial logic behind those moves is straightforward — eligibility constraints, lower administrative overhead for small teams, trade‑in economics, and an emergent interest in AI readiness all converged to reshape buying decisions in a tight timeframe.That said, the decision to switch platforms is operational, not tribal. For many organisations the right path will be hybrid: preserve Windows for workloads that need it, pilot macOS for mainstream productivity users, and use ESU as a controlled bridge rather than a destination. The true winners in this cycle will be organisations that treat the deadline as a disciplined planning opportunity — inventorying apps, validating virtualization, testing pilots, and modelling TCO conservatively — rather than a spur‑of‑the‑moment procurement scramble.
The refresh wave has reset expectations about device lifecycles and made “AI‑readiness” an explicit procurement variable. Vendors and buyers alike will spend the next year proving which device choices actually deliver durable productivity gains versus those that are primarily good marketing. The prudent buyer will require proof — not promises — before paying a premium for the next generation of what the industry calls the “AI PC.”
Source: Moneycontrol https://www.moneycontrol.com/techno...k-instead-of-windows-11-article-13635450.html
