US PC Market Grows 3% in Q4 2025 as Commercial Refreshes Drive Recovery

Key Facts

1US PC shipments grew 3% year-on-year in Q4 2025 to 18.2 million units.

2Full-year 2025 shipments reached 71.5 million units, up 3% from the previous year.

3Growth was driven by Windows 11 commercial refreshes, holiday demand, and inventory building ahead of anticipated 2026 supply constraints.

The US PC market returned to growth in the fourth quarter of 2025, with shipments increasing by 3% year-on-year to reach 18.2 million units. According to data from Omdia, full-year shipments for 2025 totaled 71.5 million units, marking a steady 3% recovery from the previous year. The growth was primarily fueled by commercial hardware refreshes driven by the transition to Windows 11 and robust demand during the holiday season. Vendors also engaged in strategic inventory building to mitigate anticipated supply constraints and rising component costs projected for 2026. This performance reverses two consecutive quarters of decline, signaling a positive shift for major hardware manufacturers like Dell and HP. The recovery is expected to benefit the broader tech ecosystem, including OS providers like Microsoft and semiconductor leaders such as Intel, AMD, and Micron.