"The decline in shipments comes as the over-hyped end of support for Windows 10 nears. Many in the industry had expected PC sales to rise as the deadline approached and users migrated to new systems capable of running Windows 11. That's happening, but many are making different choices. Sure, millions of Windows consumers are staying with Windows, but the big growth favors Apple, which now seems to account for 12.3% of all desktop and notebook computer sales in the US."
"AI adoption is also driving PC sales, the analysts said. Apple, of course, arguably already makes the most powerful systems for artificial intelligence, as evidenced by the fact that you can quite literally run some LLM models natively on a MacBook Pro. Combined with the company's willingness to partner with third-party AI services while continuing to develop its own, that trend toward AI PCs may well work in its favor. Particularly once the contextually smart side of Apple Intelligence is introduced next year."
US desktop and notebook shipments fell 1.4% year‑on‑year in Q2 while Apple’s shipments rose 15.5%, the largest increase among PC makers, and Lenovo grew 5.1%. Apple now accounts for about 12.3% of US desktop and notebook sales, while many other vendors, including Acer and manufacturers outside the top five, saw roughly 10% declines. The approaching end of Windows 10 support prompted expectations of Windows‑to‑Windows upgrades, but many users instead migrated to different platforms, benefiting Apple. AI adoption is boosting demand; Macs can run some LLMs natively and Apple’s partnerships plus in‑house AI work may further drive adoption, especially with Apple Intelligence planned next year.
Read at Computerworld
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