Apple benefits from the death of Windows 10

(Dan Tri) - According to a report from market research firm Counterpoint Research, global PC shipments in the third quarter increased 8.1% over the same period last year.

This growth was mainly driven by Microsoft officially discontinuing the Windows 10 operating system in October. In addition, manufacturers also adjusted their pricing strategies due to the impact of tariff changes.

The death of Windows 10 has boosted the need to upgrade personal computers (Photo: The Anh).

Experts at Counterpoint Research say the end of Windows 10 acts as a sort of industry-wide device refresh clock, with consumers likely to replace older devices before October.

To date, nearly 40% of personal computers still use the Windows 10 operating system. The product replacement cycle is expected to continue to drive the growth of the personal computer market in the next few years.

The report said Lenovo continued to maintain its market leadership with a 17.4% year-on-year growth. HP ranked second with a 10.3% growth, while Dell slipped slightly by 0.9% to third place.

Apple's sales rose 14.9% year-over-year, a strong performance driven by the success of new MacBook models and acceptance in the enterprise environment.

“The current growth is mainly driven by the need to switch operating systems. However, the industry is poised for an even bigger transformation with the rise of PC AI,” said Minsoo Kang, senior analyst at Counterpoint Research .

MacBook sales surge as users look to upgrade their devices (Photo: 9to5mac).

According to experts, the increase in AI PC shipments will start after 2026. This transition will be driven by the commercialization of next-generation processors specifically designed for AI needs.

“The PC market recovery in 2025 is not just about replacing outdated systems, but also preparing for what is coming. Many businesses are choosing AI PCs to ensure long-term performance.

“The next refresh cycle will be shaped by artificial intelligence at the edge, not just pure performance improvements,” said VP David Naranjo.

Source: https://dantri.com.vn/cong-nghe/apple-huong-loi-khi-windows-10-bi-khai-tu-20251027123344548.htm