IT industry analytics company Canalys has recently released its latest data and projections regarding United States PC shipments. The data indicates an expected 5% growth to 69 million units by the end of 2024, with a further projection of 78 million units, an 8% improvement, by 2025. Market experts believe that the US PC market is on track for a steady and healthy recovery in the coming year and a half, driven in part by anticipated releases from AMD and Intel.
Canalys analysis chart on US PC market and recovery forecast.
(Image credit: Canalys)
Consumer Demand and Commercial Sector Performance
According to Greg Davis, an analyst at Canalys, the post-holiday season discounts have boosted consumer demand for PCs in early 2024. Additionally, there has been an increase in performance within the commercial sector, particularly in small and medium businesses. This growth is attributed to the anticipated refresh prompted by the end-of-life of Windows 10. With enterprise customers expected to follow suit, the market outlook remains positive in the near term.
AI Capabilities and Market Adoption
Davis also notes that the availability of on-device AI capabilities in the market is increasing, leading to new products and user experiences that are likely to excite consumers and businesses in both the Windows and Apple ecosystems. The US is predicted to be a leader in the adoption of AI-capable PCs as vendors focus on upgrading customers to premium devices.
Despite some resistance to AI in certain sectors, the sales numbers suggest a different story. The demand for AI-capable PCs may be driven by the need for operating system compatibility rather than pure excitement for new technology. Nevertheless, the industry remains optimistic about the potential for AI-enabled devices in the market.
