PCs at CES 2025

CES 2025 provided an exciting kick-off to the year for PCs, as the industry set an optimistic tone ahead of a critical 12-month period that will see a massive Windows refresh and a ramp-up in AI PC penetration. Canalys forecasts that total PC shipments in 2025 will grow 5.8% to 272 million units.

In this presentation, Canalys covers:

• The updated product roadmaps from major processor vendors and PC OEMs as AI-capability on PCs begins to expand to the mainstream market.
• Our latest market forecasts for both the total PC market and for AI-capable PCs.
• Key takeaways from the CES announcements from Intel, AMD, Qualcomm and NVIDIA as competition heats up in the CPU space.
• Our view on major PC OEMs’ strategic moves as differentiation is set to move beyond hardware.