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Recent #PC Market news in the semiconductor industry

hothardware
25 days ago

Windows 11 Upgrade Frenzy Sparks PC Market Boom And One OEM Stands Out

➀ The approaching end of Windows 10 support has led to a surge in PC purchases, with IDC Research reporting a 9.4% year-over-year increase in PC shipments to 75.8 million units in the third quarter of 2025. Lenovo has emerged as the biggest beneficiary in the rush to avoid being left behind by Microsoft.

➁ Windows 10 will enter semi-retirement on October 14, 2025, with no further technical support or free software updates. Microsoft has mostly held firm to this decision, despite calls to keep Windows 10 rolling.

➂ Lenovo has grown its market share from 23.8% to 25.5%, accounting for just over a quarter of all PCs.

PC MarketWindows 11Lenovo
seekingalpha
about 1 year ago

Qualcomm: Diversification Not Enough To Offset Losing Samsung And Apple

1. Qualcomm faces challenges as major customers Apple and Samsung are backward integrating into its business. 2. The company is diversifying into the automotive and PC markets to offset revenue loss, but these efforts may not fully compensate. 3. Despite its expertise in smartphone technology, Qualcomm's future profitability in the automotive industry may be lower due to longer product lifecycles and increased competition.
Backward IntegrationPC Marketautomotive
pcwatch
over 1 year ago

AI-Pushed Copilot+ PCs Struggle with Less Than 1% Share in Domestic Market

1. The domestic PC market in Japan showed a recovery trend with a 7.9% year-on-year increase in shipments for the first quarter of 2024. However, the month of June saw a significant decrease in shipments, indicating a mixed recovery. 2. Personal PC demand has been particularly weak, with sales consistently below the previous year's levels, except for a brief spike in March 2024. 3. The Copilot+ PC, featuring advanced AI capabilities, has struggled to gain traction, with a market share of less than 1% due to high prices and software compatibility issues.
AI TechnologyPC MarketSemiconductor Industry
electronicsweekly
over 1 year ago

PCs have second quarter of growth

1. Q2 PC shipments grew 3% to 64.9 million units, marking the second consecutive quarter of growth after seven quarters of decline. 2. Weak performance in China held back the global market, with growth exceeding 5% excluding China. 3. The top five companies in PC shipments include Lenovo, HP Inc., Dell Technologies, Apple, and Acer Group.
IDCLenovoPC Market