US PC Shipments Increase 4% Year-on-Year, Reaching 18.9 Million Units in Q2 2024 According to Canalys

The Canalys PC Analysis service has published its quarterly report detailing PC shipment statistics in the United States. The findings indicate that PC shipments experienced a year-on-year growth of 4%, reaching 18.9 million units in Q2 2024. Notably, laptop demand showed robust strength with shipments rising by more than 5%.

Looking ahead, Canalys anticipates continued growth in PC shipments in the upcoming months, projecting an increase of 6% to nearly 70 million units in 2024, followed by another 6% growth to 74 million units in 2025. Canalys Analyst Greg Davis shared insights on this upward trajectory in PC shipments:

“With IT spending ramping up, the large enterprise PC refresh is currently in full swing, with shipments to this segment rising by 12% in the latest quarter. Although growth among consumers and SMBs wasn’t as pronounced, both segments concluded the quarter with strong increases of 3% and 6%, respectively.”

Except for Dell, all major PC OEMs reported increases in their shipment numbers year over year. While Apple saw only a minor growth of 0.5%, Acer and Lenovo achieved significant growths of 19.8% and 7.7%, respectively.

The report also pointed out that the shipment of AI-capable PCs is projected to grow substantially in the approaching months. By Q4 2024, it is anticipated that 30% of total PC shipments in the US will be AI-capable, with this figure expected to reach 50% by Q4 2025. This increase is driven by all leading CPU manufacturers, including AMD, Intel, and Qualcomm, who have recently introduced processors equipped with dedicated NPUs (Neural Processing Units) tailored to enhance AI applications directly on devices.

According to analyst firm Gartner, worldwide shipments of AI PCs are forecasted to hit 114 million units by 2025, marking a remarkable 165.5% increase from 2024. By that time, AI PCs are predicted to represent 43% of all PC shipments.

The PC market is exhibiting robust growth, propelled by enterprise refresh cycles and a rising demand for AI-capable devices. This trend is poised to continue, significantly influencing the future landscape of computing.

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