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Apple now in third place in US PC market share

Nota Bene · 2 comments

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32% growth as market shrinks

Apple moved into third place ahead of Lenovo, with US PC shipments growing 32.1% YoY, supported by a full quarter of MacBook Neo availability. This lifted Apple’s share of the US consumer PC segment to 29.4%. Apple also continued to expand in the business segment, where shipment grew 50.6%.

Dell recorded the largest decline among the major PC vendors, with shipments falling 8.8% as component allocation shifted away from entry-level systems; its US Chromebook shipments fell 47.0%, against a 10.0% decline for the overall US Chromebooks market. HP shipments fell 3.7%, although both HP and Dell recorded revenue growth as higher ASPs offset lower shipment volumes. Lenovo shipments increased 2.0%, slightly outperforming the overall market, supported by consumer demand.

Source: Omdia

NB: Consumer PC shipments expected to decline 13.6% in…

…2026. Commercial PCs forecast to decline 9.3% for the full year. It seems to me that Apple has a shot at beating Dell. That will be a noteworthy footnote. The parallel to how the phone market is reshaping is uncanny.

 

 

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2 comments

  1. deemery ·

    Of course, that's "market share", and NOT "machines actually in use." I wonder what the business replacement period is for Mac laptops, versus Windows laptops.

  2. rbgayle ·

    I suspect that in-house, local Ai using Macs will skyrocket in the enterprise over the next few years, as we progress through M7 onward. Dell et al. may sell Nvidia chips but they will not have the fundamental OS ecosystem for developers, AI app stores etc.

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