In a nutshell: Final yr was a horrible one for PC shipments – the worst within the business’s historical past, in response to Gartner – resulting from a mixture of financial and political uncertainty, misplaced client confidence, and the post-pandemic-boom hangover. However in a flip to optimistic information for the US PC market, it has been revealed that gross sales grew 5% year-on-year to 14.8 million items within the first quarter of 2024. They’re anticipated to rise one other 5% all through the remainder of the yr, and an additional 8% to 75 million items in 2025.
Analysts have been optimistic a few restoration in 2024. In keeping with Canalys, they have been proper: the anticipated 69 million PC shipments this yr represents a 5% annual progress charge, whereas the expected 76 million shipped items in 2025 is an 8% YoY enchancment.
A lot of the uptick is believed to stem from Home windows 10’s end-of-support date on October 14, 2025. These unwilling to pay the hefty costs for Prolonged Safety Updates (ESUs) right now will doubtless be shifting to Home windows 11. With the most recent OS requiring {hardware} such because the TPM 2.0 module, many customers could also be pressured to improve.
One other issue is the launch of latest processor releases from AMD and Intel in 2024, and whereas not everyone seems to be satisfied by the brand new Snapdragon-powered AI laptops, their use of the present business buzzword alone is predicted to spur a brand new wave of PC gross sales amongst shoppers.
“With a good portion of the PC put in base nonetheless on Home windows 10, the following 4 quarters are anticipated to carry even stronger momentum to the refresh cycle,” mentioned Greg Davis, Analyst at Canalys “This timing additionally coincides with higher availability of on-device AI capabilities out there, with new merchandise and person experiences set to excite shoppers and companies throughout each the Home windows and Apple ecosystems.”
Canalys included its normal take a look at the highest PC distributors throughout the quarter. HP was high regardless of its annual progress shrinking barely. It was adopted by Dell, Lenovo, Apple, and Acer. It was a very good quarter for Apple, which noticed a 22% YoY improve in shipments.
| Vendor | Q1 2024 shipments | Q1 2024 market share | Q1 2023 shipments | Q1 2023 market share | Annual progress |
|---|---|---|---|---|---|
| HP | 3,639 | 24.6% | 3,733 | 26.6% | -2.5% |
| Dell | 3,596 | 24.4% | 3,801 | 27.0% | -5.4% |
| Lenovo | 2,594 | 17.6% | 2,119 | 15.1% | 22.4% |
| Apple | 2,102 | 14.2% | 1,723 | 12.3% | 22.0% |
| Acer | 811 | 5.5% | 787 | 5.6% | 2.9% |
| Others | 2,024 | 13.7% | 1,890 | 13.4% | 7.1% |
| Complete | 14,766 | 100.0% | 14,053 | 100.0% | 5.1% |
Taking a look at tablets, Apple continues to dominate due to its iPad line. Cupertino holds greater than half the market share resulting from its 4.9 million shipments, whereas second-place Samsung managed 1.8 million.
| Vendor | Q1 2024 shipments | Q1 2024 market share | Q1 2023 shipments | Q1 2023 market share | Annual progress |
|---|---|---|---|---|---|
| Apple | 4,928 | 50.8% | 5,404 | 50.0% | -8.8% |
| Samsung | 1,800 | 18.5% | 1,765 | 16.3% | 2.0% |
| Amazon | 1,601 | 16.5% | 2,041 | 18.9% | -21.5% |
| TCL | 389 | 4.0% | 602 | 5.6% | -35.4% |
| Microsoft | 262 | 2.7% | 375 | 3.5% | -30.1% |
| Others | 723 | 7.5% | 625 | 5.8% | 15.7% |
| Complete | 9,703 | 100.0% | 10,812 | 100.0% | -10.2% |
After Apple apologized and eliminated its controversial Crush industrial for the brand new iPad Professional, Samsung launched its personal mocking response, referred to as UnCrush.
