A recent Canalys report shows that US PC shipments (excluding tablets) grew 4% year-over-year (YoY) in Q2 2024, totaling 18.9 million units. Notebook demand was particularly strong, with shipments posting over 5% YoY growth. Following a solid first half of 2024, the market is expected to gain momentum, with total PC shipments projected to rise 6% in both 2024 and 2025, reaching nearly 70 million units this year and 74 million units in 2025.
| Segment | 2023 shipments | 2024 shipments | 2025 shipments | 2024 annual growth | 2025 annual growth |
| Consumer | 25,351 | 25,510 | 27,038 | 0.60% | 6.00% |
| Commercial | 27,183 | 29,507 | 31,817 | 8.50% | 7.80% |
| Government | 3,817 | 4,311 | 4,614 | 12.90% | 7.00% |
| Education | 9,424 | 10,363 | 10,507 | 10.00% | 1.40% |
| Total | 65,776 | 69,690 | 73,976 | 6.00% | 6.20% |
Commercial demand, driven by the approaching end-of-life for Windows 10, has rebounded sharply. Shipments to large enterprises increased 12% quarter-over-quarter (QoQ), indicating a strong PC refresh cycle. While growth in the consumer and SMB segments was more moderate, both still saw healthy gains of 3% and 6% respectively.
| Vendor | Q2 2024 shipments | Q2 2024 market share (%) | Q2 2023 shipments | Q2 2023 market share (%) | Annual growth (%) |
| HP | 5,010 | 26.50% | 4,833 | 26.50% | 3.70% |
| Dell | 4,533 | 24.00% | 4,813 | 26.40% | -5.80% |
| Lenovo | 3,251 | 17.20% | 3,019 | 16.60% | 7.70% |
| Apple | 2,322 | 12.30% | 2,310 | 12.70% | 0.50% |
| Acer | 1,278 | 6.80% | 1,067 | 5.90% | 19.80% |
| Others | 2,483 | 13.20% | 2,163 | 11.90% | 14.80% |
| Total | 18,877 | 100.00% | 18,205 | 100.00% | 3.70% |
Looking ahead, stable economic conditions and recent interest rate cuts by the US Federal Reserve are expected to spur further business investment in the second half of 2024. The consumer market is also likely to see a boost during the holiday season, with promotions and discounts driving demand. Additionally, the US is poised to lead in the adoption of AI-capable PCs, as manufacturers and processor vendors roll out expanded AI capabilities across their product lines in the latter half of the year.
