The PC market in the United States is recovering rapidly, with an expected growth of 6% by 2025.
The US PC market is recovering rapidly and is expected to grow by another 6% by 2025.
On September 24th, the latest report released by research firm Canalys showed that the shipment of PCs (excluding tablets) in the United States increased by 4% year-on-year, reaching 18.9 million units. The demand for laptops was particularly strong, with an annual growth rate of over 5%. Following stable development in the first half of 2024, the PC market is expected to accelerate its growth. This positive performance not only reflects a recovery in market demand but also indicates that AI PCs are leading the market towards a new growth stage.
In terms of vendor rankings, in the second quarter of 2024, Lenovo's PC shipment volume was 3.251 million units. Looking at the shipment volume list, Lenovo's annual growth rate was 7.7%, ranking first in the top three in terms of annual growth rate. Dell's annual growth rate was -5.8%, showing a downward trend.
Canalys analyst Greg Davis said, "Commercial demand will be strongest before the official end of Windows 10 support, and there are already signs of a positive rebound. With increased IT spending, updates for large enterprise PCs are proceeding smoothly, with a 12% growth in shipment volume in the second quarter of 2024."
Canalys predicts that total PC shipments in the United States in 2024 will increase by 6%, reaching nearly 70 million units, and will further grow by 6% in 2025 to reach 74 million units. Greg Davis also stated, "In the first half of 2024, the macroeconomic situation in the United States remained stable, prompting increased spending by businesses in the second quarter. Looking ahead, a cut in interest rates by the Federal Reserve in the third quarter will support increased spending by businesses in the future. In the second half of 2024, significant discounts and promotional activities during the holiday season may also lead to growth in the consumer market."
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