Omdia: US PC Shipments See 1% Annual Drop for a Second Consecutive Quarter

Core Insights - The US PC market experienced a 1% year-on-year decline in shipments in Q3 2025, totaling 17.7 million units, marking the second consecutive quarter of decline [1] - The consumer segment showed resilience with an 8% growth in Q3, reaching 7.6 million units, while the education and government segments faced a significant 23% drop [1][2] - Despite the overall decline, the outlook for the holiday season remains positive, with a projected 4% growth in total shipments for 2025 [1] Segment Analysis - Consumer Segment: - Grew by 8% year-on-year in Q3 2025, marking the strongest performance of the year [4] - Forecasted to decline in Q4 2025 due to deteriorating consumer sentiment driven by inflation and rising interest rates [4] - Commercial Segment: - Remained stable with a decline of just under 1% in Q3 [1] - Expected to return to growth in Q4, supported by the transition from Windows 10 to Windows 11 [3] - Education and Government Segments: - Experienced a 23% decline in Q3, attributed to reduced government funding and layoffs [2] - Both segments have shown a pattern of continual decline after a strong start in Q1 2025 [2] Shipment Forecasts - Total US PC shipments are projected to reach 71.662 million units in 2025, with an annual growth rate of 3.5% [5] - Breakdown of shipments by segment for 2025: - Consumer: 26.809 million units, 1.9% growth - Commercial: 31.545 million units, 7.1% growth - Government: 3.946 million units, 2.9% growth - Education: 9.362 million units, -2.4% decline [5] Vendor Performance - In Q3 2025, HP led the market with 4.326 million units shipped, holding a 24.4% market share, followed by Dell and Lenovo [7] - Apple showed significant growth with a 12.4% increase in shipments year-on-year [7] - Overall, total shipments in Q3 2025 decreased by 1% compared to Q3 2024 [7]