PC shipments in the U.S. increased by 3% year-on-year in the 4th quarter of 2025, resulting in overall sales of 18.2 million units. According to research firm Omdia, this growth was driven by holiday demand, the need to replace older computers running Windows 10 with a more modern system, and retailers securing inventory before the worst of the chip shortage hit. This resulted in an overall PC market growth of 3% in 2025, offsetting the lackluster performance of the two previous quarters. However, RAM and storage costs mean Omdia predicts a 13% contraction in 2026, with PC and memory costs expected to rise a further 60%.
“Q4 marked a meaningful inflection point for the U.S. PC market. After two quarters of year-on-year decline, the market returned to growth driven by solid performances across both the consumer and commercial segments,” Omdia Research Manager Keiren Jessop said. “Commercial shipments rose 6% to 8.2 million units — the fourth consecutive quarter of annual growth — underpinned by holiday spending and a product mix shift to more affordable price ranges. The commercial segment grew 4% as enterprises continued their Windows 11 migration, particularly in the final stretch before the Windows 10 end-of-support deadline in October.”
