upgrade cycles

Winsage
November 28, 2024
The global laptop market is projected to grow by 4.9% to reach 183 million units by 2025, driven by upgrade cycles in commercial sectors and the end-of-life for Windows 10 in October 2025. Currently, Windows 11 has a 36% market share. AI-integrated laptops, while gaining attention, have not significantly impacted market growth, as they are priced 10-15% higher than traditional laptops and many businesses are skeptical about their value. An Intel study indicates that users of AI-capable PCs face challenges in realizing benefits due to a learning curve. In Q3, AI PCs accounted for one in five new laptop shipments, with Windows Copilot+ PCs representing 53% of those sales. The transition from Windows 10 is expected to boost adoption of next-generation computing solutions.
Winsage
November 27, 2024
The global laptop market is expected to grow by 4.9 percent in 2025, driven by commercial upgrade cycles and the end of life for Windows 10. TrendForce predicts a recovery in laptop shipments starting late 2024, with annual shipments reaching 174 million units in 2024, a 3.9 percent increase from the previous year. By 2025, shipments are forecasted to rise to 183 million units. Despite this growth, demand for AI-capable devices remains limited, with businesses hesitant to pay a premium for AI PCs, which currently have a price increase of 10-15 percent over standard models. AI-capable PCs accounted for 20 percent of shipments to distributors in Q3 2024. The laptop market is significantly influenced by US trade policies, with China producing approximately 89 percent of total laptop manufacturing capacity.
Winsage
June 24, 2024
The PC industry is on the brink of a major upgrade cycle driven by new Windows machines based on ARM architecture and generative AI. The AI-capable chipsets offer security benefits and improve task completion speed. ARM-based chipsets are revolutionizing Windows PCs, offering improved efficiency and all-day battery life. The end of Qualcomm's exclusive license with Microsoft for ARM-based chipsets will provide consumers with more choice. The ARM version of Windows has a growing list of compatible apps. Enterprise customers have big incentives to upgrade, while the consumer market may not see the same level of adoption. Rumors suggest the potential development of Windows 12.
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