Core Insights - The US PC market experienced a 3% year-on-year growth in Q4 2025, with shipments reaching 18.2 million units, reversing two quarters of decline [1][2] - Full-year 2025 shipments totaled 71.5 million units, also reflecting a 3% increase from 2024, but a forecasted decline of 13% is expected in 2026 due to supply constraints [1][3] Market Performance - Consumer PC shipments rose by 6% to 8.2 million units in Q4 2025, marking the fourth consecutive quarter of growth, driven by holiday spending and a shift to more affordable products [2] - The commercial segment grew by 4% as enterprises continued migrating to Windows 11, particularly before the Windows 10 end-of-support deadline [2] - The education segment saw an 11% decline in Q4, an improvement from previous quarters, attributed to reduced funding affecting school procurement [2] Vendor Insights - Dell achieved a 22% year-on-year growth in Q4 2025, claiming a 25% market share, primarily in the commercial segment [5] - HP maintained the top position with a 25% market share, experiencing modest 1% growth [5] - Apple gained market share in US businesses, reaching 11% in 2025, driven by competitive pricing and product enhancements [6] Future Outlook - Omdia forecasts a 13% decline in US PC shipments for 2026, estimating approximately 61.9 million units, with a modest recovery expected in 2027 [3][5] - Memory and storage costs have risen by 40-70% since the start of 2025, with an anticipated further increase of at least 60% in Q1 2026, impacting the sub-$500 market segment [2][3]