US desktop, laptop and workstation shipments grew 3.3% in the fourth quarter of 2023, leading analysts at Canalys to predict further improvement for the US PC market of 7% in all of 2024.
Both 2024 and 2025 are expected to be strong for the US PC market, Canalys said.
Consumer spending improved in 4Q, while commercial PC spending by businesses remained constrained. However, the Windows 11 PC refresh and AI PCs “bodes well for the commercial sector” in 2024, Canalys said, while demand in the education sector is expected to be healthy with deployments in the Emergency Connectivity Fund coming in the summer.
“Businesses will look to invest in new and more expensive devices with the integration of AI capabilities into their operations,” said Greg Davis, an analyst at Canalys. “The US is expected to lead in the adoption of AI-capable PCs as products across a variety of device and CPU vendors are set to be made available in the market throughout 2024.”
HP was the top US PC provider in 4Q, with 4,662 ,000 units shipped, an improvement of nearly 2% over a year earlier. Dell placed second with 3,771,000 units shipped in 4Q, a reduction over 5% over a year earlier. Total shipments in 4Q were nearly 16.7 million Canalys said.
Meanwhile, looking at workstations globally, IDC recently predicted 5% growth in 2024, following a 6% surge in 4Q.