Canalys分析师Greg Davis表示：“商用需求将在Windows 10服务正式终止前最为强劲，目前已出现积极反弹的迹象。随着IT支出的增加，大型企业PC的更新正顺利进行，2024年第二季度，出货量增长12%。The USA PC market is recovering rapidly and is expected to grow by another 6% in 2025.
On September 24th, the research institutions Canalys released the latest report showing that the USA PC (excluding tablets) shipments increased by 4% year-on-year to reach 18.9 million units. Notebook demand is particularly strong, with a shipment growth rate of over 5% per year. Following the stable development in the first half of 2024, the PC market will accelerate its growth. This positive performance not only reflects the recovery of market demand but also indicates that AI PCs as a new industry hot spot are leading the market towards a new growth stage.
In terms of vendor rankings, in the second quarter of 2024, Lenovo's shipments in the personal computer (PC) market were 3.251 million units. Looking at the shipment list, Lenovo's year-on-year growth rate is 7.7%, ranking first in the top three shipment lists in the same period. Dell's year-on-year growth rate is -5.8%, showing a declining trend.
Canalys analyst Greg Davis stated: "Commercial demand will be strongest just before the official termination of Windows 10 services, and there are already signs of a positive rebound. With the increase in IT expenditure, the update of large enterprise PCs is progressing smoothly, with a 12% increase in shipments in the second quarter of 2024."
Canalys predicts that the total PC shipments in the USA for 2024 will increase by 6%, reaching nearly 70 million units, and will further grow by 6% in 2025 to reach 74 million units. Greg Davis also stated: "In the first half of 2024, the macroeconomic situation in the USA remained stable, prompting companies to increase spending in the second quarter. Looking ahead, the Federal Reserve rate cut in the third quarter of 2024 will support companies in increasing their future spending. In the second half of 2024, significant discounts and promotional activities during the holiday season may also lead to growth in the consumer market."
