Omdia: US PC Market Returned to 3% Growth in Q4 2025 as Windows 11 Refresh and Component Cost Increases Converged

LONDON--(BUSINESS WIRE)--Mar 30, 2026--

The latest research from Omdia shows that US PC shipments (excluding tablets) grew 3% year-on-year in Q4 2025 to 18.2 million units, reversing two consecutive quarters of annual decline. The return to growth was driven by a combination of the peak of Windows 11 commercial refreshes, holiday-season demand, and vendor efforts to secure inventory ahead of anticipated memory and storage supply constraints in 2026. Full-year 2025 shipments reached 71.5 million units, up 3% from 2024, but 2026 shipments are now forecast to decline 13% year-on-year due to highly constrained supply of memory and storage products.

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“Q4 marked a meaningful inflection point for the US PC market,” said Kieren Jessop, Research Manager at Omdia. “After two quarters of year-on-year decline, the market returned to growth driven by solid performances across both the consumer and commercial segments. Consumer 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.”

Jessop continued, “The education segment remains a weak spot, declining 11% in Q4, although this was a notable improvement from the 29% drop in Q3 and the 16% decline in Q2. Reduced federal and state funding continues to weigh on school procurement, but we believe much of the inventory overhang that characterized the middle of the year has now been cleared. Government shipments edged up 1%, stabilizing after the sharp pullback earlier in 2025.”

“Looking ahead, the outlook for 2026 is significantly more cautious. Memory and storage costs have risen 40–70% since the start of 2025, and Omdia expects at least a further 60% increase in mainstream PC memory and storage costs in Q1 2026. These supply constraints are expected to have the greatest impact on the sub-$500 segment, which includes most education and entry-level consumer devices. As thinner margins and lower allocation priority constrain the low-end market, smaller vendors are especially at risk of being squeezed out of the market,” Jessop added.

Omdia forecasts US PC shipments to decline 13% in 2026 to approximately 61.9 million units before recovering modestly in 2027.

“Dell, which surged 22% year-on-year to claim the number two position in Q4 with a 25% market share had its strongest quarterly performance in the US in over two years. Its growth was concentrated in the commercial segment, where it benefited from large enterprise refresh deals and strong momentum in its premium lines. HP retained the top spot with 25% share despite more modest 1% growth, while Lenovo and Apple each recorded market share in the mid-teens.

For full-year 2025, however, the biggest story at the vendor level was Apple, which has been making market share gains in US businesses, reaching an 11% share in full year 2025: up 2.4 percentage points from 2024. This growth was driven by the MacBook Air, especially after doubling the M4 Air’s memory to 16GB while reducing the price by $100, bringing it back to the M1’s $999 price point. The $599 Neo extends that value trajectory and is expected to significantly disrupt the entry-level segment,” Jessop concluded.

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Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

US PC estimates and forecasts by price band, 2025 vs 2026

US PC estimates and forecasts by segment, 2025-2030

PHNOM PENH, Cambodia (AP) — Cambodian lawmakers on Monday unanimously adopted a new law targeting online scam operations with up to life in prison, following a government pledge to shut them down by the end of April.

All 112 members of parliament present voted to approve the legislation, which marks Cambodia’s first legal framework specifically aimed at a lucrative, illicit industry that has transformed the country into a global hub for cybercrime.

The scam operations typically involve bogus investment schemes and feigned romances that collectively extort tens of billions of dollars from victims around the world every year.

Justice Minister Keut Rith noted that thousands of people, especially from other Asian nations, are lured with fraudulent job offers and forced to work in scam centers in conditions of near-slavery,

Keut Rith told lawmakers that these crimes threaten public security and significantly damage Cambodia’s global reputation.

The legislation awaits review by the Senate and final approval by King Norodom Sihamoni.

Directing what’s described as a technology fraud site would carry five to 10 years in prison and fines reaching $250,000. For cases involving human trafficking, illegal confinement or violence, the prison term is 10 to 20 years.

If a worker dies, as is often associated with failed escape attempts, offenders face 15 to 30 years or even life imprisonment.

Senior Minister Chhay Sinarith, who leads the Commission for Combating Online Scams, recently announced that authorities have targeted 250 suspected locations since July, successfully shutting down 200.

He said the enforcement efforts resulted in 79 legal cases against nearly 700 ringleaders and associates. Over the same period, the government has repatriated nearly 10,000 scam center workers from 23 countries.

Experts are skeptical. Jacob Sims, a visiting fellow at Harvard University’s Asia Center, pointed out in response to Chhay Sinarith’s remarks that past crackdowns often failed because they left financial and protection networks intact, allowing criminal operations to quickly start again.

FILE- Equipment used at a scam center in Phnom Penh, Cambodia, Wednesday, March 11, 2026. (AP Photo/Heng Sinith, file)

FILE - Equipment confiscated in a raid by Cambodian police are laid out on a table at a scam center in Phnom Penh, Cambodia, Wednesday, March 11, 2026. (AP Photo/Heng Sinith, file)

FILE - Bun Sosekha, Deputy Commissioner in charge of Security Unit, Phnom Penh Municipal Police, gives a tour of a scam center to journalists in Phnom Penh, Cambodia, Wednesday, March 11, 2026. (AP Photo/Heng Sinith, file)