At the start of 2024, analysts forecasted modest growth in PC sales. IDC projected a 3% increase, fueled by the release of AI-enabled and -optimized devices and the end of life for Windows 10. A stronger 7% uptick was predicted for 2025, driven by the same factors. But these optimistic projections overlook a core issue: Channel partners and their customers remain unconvinced about the benefits of AI-powered PCs.
Despite early hopes, PC sales have remained underwhelming. Dell reported a 1% decline in PC revenue for the third quarter, while HP saw only a modest 2% gain. For two of the largest PC vendors globally, these results point to a significant gap in market readiness. Channel partners, tasked with conveying the value of these new devices, face an uphill battle when businesses see little incentive to upgrade.