PC shipments

Winsage
December 23, 2025
The PC market is experiencing a significant shift in 2025 due to the end of support for Windows 10, which is set for October 5, 2025. Windows 11, launched in 2021, requires a TPM 2 for Secure Boot, limiting compatibility to newer devices. Microsoft is phasing out support for older devices due to security concerns, and while older peripherals may still work, they won't receive updates. Microsoft offers extended support options for Windows 10 users, including continued security updates for home users until October 2026 and an Extended Security Updates subscription for corporate users. The transition has led to increased interest in new PCs with neural processing units (NPU) for AI workloads, with support expanding to Intel and AMD systems. The integration of AI capabilities into PCs is being promoted, although current offerings may not incentivize IT departments to invest in NPU-enabled devices. The end of support for Windows 10 has influenced PC purchasing behaviors, resulting in increased shipments as manufacturers prepare for US tariffs. IT leaders must manage their device ecosystems carefully, as unsupported Windows 10 machines could become targets for cyber threats.
Winsage
October 28, 2025
Counterpoint Research reports a 14.9% year-over-year increase in Mac shipments as many users shift from upgrading to Windows 11 to purchasing Apple Macs. Global PC shipments rose by 8.1% in the third quarter of 2025, coinciding with the end of support for Windows 10 on October 14, 2025. Microsoft has stopped providing updates and support for Windows 10, encouraging users to transition to Windows 11. Factors contributing to the shift include the appeal of new MacBook models and discounted prices. Current discounts on MacBooks include: - MacBook Pro 14" (M4/512GB): was ,599, now ,349 @ Amazon - MacBook Air 15" (M4/256GB): was ,199, now 9 @ Amazon - MacBook Pro 16" (M4 Pro/512GB): was ,898, now ,588 @ Amazon - MacBook Pro 16" (M4 Max/1 TB): was ,499, now ,119 @ Amazon - MacBook Pro M5: was ,999, now ,999 @ Amazon Early Black Friday deals are providing consumers with attractive options for new devices.
Winsage
October 27, 2025
On October 14, 2025, Microsoft ended support for Windows 10, leading to approximately 50% of Windows users still using the obsolete OS. This situation has resulted in a shift towards macOS, with Apple’s MacBook shipments increasing by 14.9% in Q3 2025 compared to the previous year. Lenovo saw a 17% increase in sales year over year, while ASUS reported a 14% gain and HP a 10% increase. Dell experienced a slight decline of 1%. Nearly 40% of PC users were still on Windows 10, but this figure is declining as users upgrade. The broader PC market saw a global shipment rise of 8.1% in Q3 2025. The growth in AI computing is expected to drive future increases in PC shipments, particularly after 2026, with advancements in new silicon technologies.
Winsage
October 26, 2025
Microsoft ended support for Windows 10 on October 14, concluding nearly ten years of use. Lenovo saw a 17.4% increase in unit shipments in Q3 2025, while Apple’s Mac shipments grew by 14.9%. Asus and HP reported increases of 14% and 10%, respectively, while Dell's shipments declined by 0.9%, and other PC makers experienced a 3% decrease. The overall PC market grew by 8.1% year-over-year, driven by hardware upgrades for Windows 11 compatibility and inventory stocking due to import tariffs. Despite the introduction of AI PCs, consumer preference remains for traditional models. Intel is raising prices for its Raptor Lake chips in response to demand. Counterpoint predicts an increase in AI PC shipments by 2025, with enterprises investing in AI-capable PCs for future readiness.
Winsage
October 23, 2025
Global PC shipments increased by 8.1 percent year-on-year in Q3 2025, driven by the impending end of support for Windows 10 and strategic inventory adjustments due to evolving U.S. import tariffs. Lenovo's shipments rose by 17.4 percent, HP's by 10.3 percent, Apple’s by 14.9 percent, and Asus reported a 14.1 percent annual increase. Dell experienced a slight decline of 0.9 percent compared to the previous year. The top five vendors now hold nearly three-quarters of the global PC market. Analysts predict a significant transformation in the industry with the introduction of AI-capable PCs starting in 2026, although current demand is primarily influenced by the need to upgrade from Windows 10. AI PCs are currently seen as more of a prestige item, with mass shipments of new AI-centric processors expected to begin in late 2026.
Winsage
October 18, 2025
Microsoft's end-of-support deadline for Windows 10 has led to an 8.2% increase in global PC shipments in Q3 2025, surpassing 69 million units. North America saw a modest growth of 1.6% year over year due to prior inventory stockpiling. Geopolitical challenges have tempered consumer demand, with many delaying purchases. The AI PC segment is expected to grow to 31% of total shipments in 2025, up from 15% in 2024. Only 39% of surveyed enterprises reported refreshing or upgrading their PCs, and 18% plan to continue using Windows 10 beyond the deadline. The top five PC vendors—Lenovo, HP, Dell, Apple, and ASUS—reported increased shipments, with Lenovo achieving a 16.6% growth rate. Microsoft plans to enhance Windows 11 PCs with AI capabilities, while Apple launched a new MacBook Pro with the M5 chip for AI workflows.
Winsage
October 14, 2025
Global PC shipments increased nearly 10% year-on-year in Q3 2025, totaling 75.8 million units, according to IDC, while Omdia reported 72 million units and a 6.8% growth. The transition to Windows 11, driven by the end of Windows 10 support on October 14, has prompted users to upgrade their hardware. However, many users still operate on Windows 10 or outdated hardware, with only 39% of PC channel partners reporting that most customers have upgraded. Japan and China are leading in growth due to large-scale refresh initiatives, while North America is experiencing subdued momentum due to economic uncertainty. Lenovo shipped 19.4 million units, HP 15 million, and Apple saw a 13.7% increase in shipments. The introduction of new chipsets is fueling competition in the high-performance market, leading to the emergence of the "AI PC" phase, which aims to integrate AI capabilities directly into devices.
Winsage
October 11, 2025
Lenovo led the global PC market in the third quarter of 2025, shipping 19.4 million units and achieving a 25.5% market share, reflecting a 17.3% growth from the previous year. Total global PC shipments reached 75.9 million units, marking a 9.4% increase. HP shipped 15 million units (19.8% market share), and Dell shipped 10.1 million units (13.3% market share). Apple and Asus shipped 6.8 million and 5.9 million units, respectively. The North American market faces challenges due to US import tariffs and macroeconomic uncertainties, while Asia Pacific, particularly Japan, experienced growth driven by hardware refresh initiatives related to the end of Windows 10 support. Demand for PCs is largely influenced by lifecycle management as organizations prepare for the end of Windows 10 support on October 13.
Winsage
October 9, 2025
The global PC market is experiencing a 9.4 percent increase in shipments during the third quarter of 2025, totaling 75.8 million units, driven by the upcoming end-of-life date for Windows 10 on October 14. The EMEA and Asia Pacific regions report a robust 14 percent growth, while the Americas see only a 1 percent increase due to tariff impacts and economic uncertainties. IDC's analysis indicates that PC shipments reflect systems dispatched from manufacturers, not direct consumer purchases, highlighting inventory challenges in the US. The first quarter of 2025 had a spike in shipments as manufacturers cleared stock before tariffs on Chinese imports. Despite cautious consumer spending, particularly on discretionary items, PC sales in the US have not drastically declined. IDC projects sustained demand for newer PCs as the deadline for Windows 11 approaches, with hundreds of millions of systems still on Windows 10. In terms of market share for Q3, Lenovo leads with over 25 percent, followed by HP with under 20 percent, Dell with approximately 13 percent, and Apple and Asus with 9 percent and 8 percent, respectively.
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