--- title: "Canalys: In the third quarter, PC shipments in the United States increased by 7% year-on-year, reaching 17.9 million units" description: "According to Canalys data, the PC shipment volume in the United States grew by 7% year-on-year in the third quarter of 2024, reaching 17.9 million units, mainly driven by laptops. Total shipments are " type: "news" locale: "en" url: "https://longbridge.com/en/news/223292537.md" published_at: "2024-12-26T01:18:10.000Z" --- # Canalys: In the third quarter, PC shipments in the United States increased by 7% year-on-year, reaching 17.9 million units > According to Canalys data, the PC shipment volume in the United States grew by 7% year-on-year in the third quarter of 2024, reaching 17.9 million units, mainly driven by laptops. Total shipments are expected to grow by 6% in 2024, approaching 70 million units, but the growth rate is expected to slow to 2% in 2025 and 2026. Demand in the commercial market is strong, with a 12% increase in shipments in the third quarter. The upgrade to Windows 11 is still ongoing and is expected to continue until early 2025. Despite a slowdown in the consumer market, the commercial market has become dominant According to the Zhitong Finance APP, Canalys data shows that in the third quarter of 2024, PC (excluding tablets) shipments in the United States increased by 7% year-on-year, reaching 17.9 million units. Among them, laptops are the main driving force, with shipments increasing by 9% year-on-year. Looking ahead, due to the weakening momentum of the Windows upgrade cycle and adverse effects from macroeconomic policies, the recovery of the U.S. PC market is expected to continue, but at a slower pace than previously anticipated. Total PC shipments in the U.S. are expected to grow by 6% in 2024, reaching nearly 70 million units, followed by a slowdown in growth to 2% in 2025 and 2026. In the second half of 2024, commercial demand remains strong, with commercial market shipments growing by 12% in the third quarter. The upgrade to Windows 11 is still ongoing, and the performance of the commercial market is expected to remain strong, at least until early 2025. Canalys analyst Greg Davis stated: "While previous growth was mainly driven by the consumer market, the commercial market has become the dominant area of the U.S. PC market. As we enter the second half of the year, both large enterprises and small businesses are significantly increasing their PC refresh efforts for Windows 11 devices. In the consumer sector, seasonal promotional activities around Black Friday and Cyber Monday will help drive shipment growth in the fourth quarter." Although Microsoft and its partners will work throughout 2025 to raise user awareness of the end of Windows 10 services, Canalys expects a significant portion of device upgrades to occur after the service termination date. This is due to the relatively slow current transition speed, especially with only 10 months remaining until the October 2025 deadline, as many existing users are still using Windows 10. Expectations for the PC market in 2025 and beyond have also been downgraded due to potential policy changes that the new government may implement. Canalys analyst Greg Davis stated: "With the 2024 U.S. presidential election settled, macroeconomic conditions in the U.S. are not expected to be as stable in the short term as they have been in the past year or two. Reports indicate that import tariffs may soon be implemented, which will have a significant impact on the PC market." Research from the Consumer Technology Association (CTA) suggests that the proposed tariffs could increase device prices by up to 46%, which would pose downside risks to market forecasts. Supply chain signals indicate that there may be inventory hoarding at the beginning of 2025 in response to expected price increases, leading to seasonal adjustments in shipments next year. Davis further pointed out: "In the long term, budget cuts in government departments are a potential risk, especially for PC procurement in the federal government and education sectors. Although the budget for 2025 is unlikely to be significantly affected, we expect these areas to see a decline in technology spending in the future." ![Image](https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/9ea2c7bb59e1c817821c814b5e364caf.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)![Image](https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/09f9842fcf57e2671e4db8d4963e3f35.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ### Related Stocks - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) - [001314.CN - Emdoor Info](https://longbridge.com/en/quote/001314.CN.md) - [002106.CN - SLC](https://longbridge.com/en/quote/002106.CN.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 软件股遭遇 2010 年来最大做空潮,高盛惊呼:市场 “无处可藏”! | 十年最猛烈做空潮席卷美国软件股,摩根士丹利数据显示空头规模创 2010 年以来新高,市场陷入 “先卖后问” 的恐慌。AI 取代白领的担忧引发行业震荡,防御性板块加速跑赢,科技七巨头(Mag 7)亦显颓势。高盛交易主管 Callahan 表示 | [Link](https://longbridge.com/en/news/275859482.md) | | 加剧 AI 恐慌!微软高管:大多数白领工作将在 “未来 12-18 个月内” 完全自动化 | 微软 AI 负责人发出 “最激进预警”:律师、会计等大多数白领工作或在 18 个月内被 AI 取代,目前市场对于冲击节奏仍有分歧。华尔街日报称,Mercor 雇佣大量白领为大模型提供训练支持,白领正亲手训练这一 “替代者”。Anthropi | [Link](https://longbridge.com/en/news/275831004.md) | | xAI 全员会:马斯克重组四大战队,推出 “巨硬” 项目挑战微软,到月球建卫星工厂与数据中心 | 马斯克在 xAI 与 SpaceX 合并后的首次全员会上宣布重组四大团队,重点推出旨在自动化白领工作的 “Macrohard”(巨硬)项目,意图挑战微软。同时,他披露了在月球建立卫星工厂及电磁弹射器的星际算力计划。财务上,SpaceX 的利 | [Link](https://longbridge.com/en/news/275680746.md) | | 奔驰中国换帅,告别 “段建军时代” | 首位本土高管身退。 | [Link](https://longbridge.com/en/news/275976978.md) | | 市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业 | 市场监管总局于 2 月 13 日约谈了阿里巴巴、抖音、百度、腾讯、京东、美团和淘宝闪购等平台企业,要求它们遵守相关法律法规,落实主体责任,规范促销行为,并杜绝 “内卷式” 竞争,以维护公平竞争市场环境,促进平台经济的创新与健康发展。 | [Link](https://longbridge.com/en/news/275975190.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.