Overview
- Total shipments reached 4.9 million, up 10.1% year on year, surpassing the previous Q3 peak of 4.5 million units.
- All categories expanded, with notebooks up 9.5% as the largest segment, desktops up 11.6%, and workstations up 14.2%.
- AI-enabled notebooks climbed 126.5% from a year earlier, and next-generation AI models exceeded 100,000 units in a single quarter for the first time.
- Consumer shipments set a high of 2.8 million as the e-tail channel logged its best quarter with about 997,000 units.
- The commercial market grew 11.4% on enterprise refresh cycles and strong SMB demand, while HP led vendors at 26.6% share followed by Lenovo, Acer, Dell and Asus.