"The low earnings and revenue certainly demonstrate that manufacturers are in a bit of a lull at the moment," Hewitt told ITPro. "OEMs are dealing with multiple compounding factors: a pandemic-era fleet of devices that's set for refresh but not quite there yet, an impending Windows 10 end of service in 2025, and the prospect of a sizeable ramp up in AI PC adoption in 2025."
"This has put enterprise buyers in a 'state of confusion,' Hewitt said - many aren't sure if they are ready to invest in AI PCs while others don't have the hardware to support the transition to Windows 11. This is manifesting the returns seen from OEMs," he added.
"I do expect this trend to be short-lived. The PC has and will remain (for quite a while at least) the dominant productivity tool in the enterprise," Hewitt said.
"Despite worrying returns from these big name manufacturers, Hewitt expects the market to bounce back, and some research seems to support the claim."
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