- The US PC shipments fell into the second quarter of 2025 when the suppliers cleared the high inventory
- Companies doubled the use of AI but face slower adoption as integration challenges appear
- Windows 10 Deadline 10 Spurs updates while consumer spending remains under pressure
According to reports, the new figures have affirmed that PC shipments in the United States fell into the second quarter of 2025, since the market worked through actions built at the beginning of the year.
Canalys reported shipments (excluding tablets) in 18.6 million units, which has dropped 1.4% compared to the previous year.
The slowdown was widely expected, and there was when the suppliers clear the inventory they had accumulated to avoid a potential exposure to the rate, and although the quarter saw the silenced demand in general, the commercial sector grew 4%, compensating a gentle consumption segment.
Slow growth
Analysts now predict 2025 and 2026 shipments to grow approximately 3% annually, and the movement to Windows 11 continues to drive updates.
Microsoft and its PC partners are even more intensifying campaigns before the end of support of Windows 10 in October 2025, highlighting the importance of moving to systems that can handle new workloads, including AI.
“The adoption of AI in the commercial sector has had great success in the United States,” said Greg Davis, an analyst.
“According to the Survey of Commercial Trends and Perspectives of the US Census., The commercial adoption of AI has more than duplicated in the last two years and has seen an increase of 50% in use only this year. However., This summer, we have seen that the growth rate has decreased slightly for large companies as the concerns of obtaining the pilgatory purgatory have been seen.
However, Davis added that many consumers still doubt.
“Between persistent inflation and weak work reports in recent months, more consumers exhibit cautious expenses, and premium electronics are not prioritized as much as the essentials as food and energy expenses. Although the end of Windows 10 is approaching at the end of support and increased consciousness, US consumers. decreased performance or hardware. “
Apple grew faster among the main suppliers in the second quarter, increasing 15.5% year after year, while Lenovo increased 5.1%. HP and Dell saw decreases, falling 4.8% and 3.5% respectively. Acer shipments fell more abruptly to 10.5%.
Canalys predicts that commercial shipments continue to increase in 2026, while consumer demand can fluctuate more abruptly depending on the economy.
