- US PC shippings rose 15% in 1st quarter 2025 compared to 9% globally
- Consumers are not aware of Windows 10 EOS, or just won’t upgrade
- Businesses are preparing for Windows 10 EOS but 2025 PC market growth can be low
New data from industry analysts Canalys has revealed that PC suppliers are in stock in the amount of higher rates from the Trump administration, but they do not sell enough to clear their stock.
A significant 15% increase in PC shipments was observed in the US in the first three months of 2025, but this was also in line with a surplus in stock where consumers are far less likely to renew their units this year compared to companies.
The market prospects are in line with suspicions of higher tariffs, with US PC shipments expected to grow only 2% in 2025 despite strong growth in the first quarter.
US suppliers are preparing for higher prices
According to the data, inflation from wider customs and general financial uncertainty is to see consumers keep on their devices longer than usual.
Canalys expect consumers’ PS broadcasts to fall 4% this year compared to 8% increase in PC shipments to companies, largely powered by October’s final support date for Windows 10.
Research Director Ishan Dutt explained: “Although PCs currently remain exempt, broader tariffs affecting the most important consumption categories have already resulted in inflation pressure.”
Furthermore, the hype around AI -PCs seems to have the theme. High prices, a lack of clear value and confusing messages prevent many buyers from jumping on the bandwagon when AI -PCs remain in their first generation.
Canaly’s research manager Kieren Jessop explained that poor battery life, slow performance or hardware failure tends to push consumers against updates, indicating that the Windows 10 deadline may not be as much of a motivation for consumers as it is for businesses.
A March 2025 study suggested that 14% of customers are now aware of Windows 10 depreciation, and another 21% are not planning to upgrade as a result.
Meanwhile, US stockpiling continues to distort PC shipping figures worldwide with Q1 2025 Global PC shipments up 9%. Dutt summed up: “This preventive strategy allowed producers and the channel to fill up in front of potential cost increases, which increased sales taxes despite otherwise stable end users’ demand.”
