A Resurgence in the Global PC Market
The global PC market is showing signs of recovery, with a 3% year-over-year growth in the second quarter of 2024. This marks the second consecutive quarter of expansion after a prolonged decline. Worldwide PC shipments reached 64.9 million units, with Apple leading the charge among major manufacturers.
Key Highlights
- Apple saw a 20.8% increase in Mac shipments compared to last year
- The overall market growth was uneven across regions, with weak results in China
- Excluding China, the global PC market showed even more robust growth of over 5% YoY
- Lenovo maintained its position as market leader with a 22.7% market share
- Dell Technologies was the only top-five vendor to experience a decline in shipments
The AI PC Revolution and Future Outlook
The market recovery is attributed to factors such as a commercial refresh cycle and increasing interest in AI-capable PCs. The industry is anticipating further growth driven by AI integration in both commercial and consumer segments. Apple is expected to play a significant role in driving the consumer AI narrative, while other major players like Qualcomm, Intel, and AMD are likely to make strides in both consumer and commercial AI PCs.
