"Wolrd War Fee The US PC industry is suffering from inventory indigestion caused by resellers over-ordering hardware to avoid Donald Trump's expected import taxes on China-made kit. The threat of tariffs on computers assembled in the Middle Kingdom and shipped stateside saw suppliers navigating a " complex regulatory maze" earlier in the year - one that promised to be lucrative if they bought at the right time."
"Now the tech industry in America is managing the fallout of those destabilizing threats emanating from the White House. Shipments to distributors and resellers fell 1.4 percent year-on-year in calendar Q2 to 18.6 million units. This wasn't a reflection of the units customers are buying, just what the wholesalers agreed to purchase from vendors. Sales to suppliers "stagnated," said Canalys, though this was felt more acutely in consumer where units declined."
"In commercial, the looming end of support for Windows 10 on October 14 meant enterprise customers continue to replace PC estates - as such unit sales into the channel jumped 4 percent, albeit lower than in previous big OS changeovers where sales typically jumped double digits as the deadline approached. Microsoft and the computer brands are upping efforts to amplify the noise around the operating system's end of life and trying to steer customers to upgrade to so-called AI PCs."
The US PC channel accumulated excess inventory after resellers over-ordered hardware to avoid anticipated import tariffs on China-made computers that were scheduled for August but not enforced. Shipments to distributors and resellers fell 1.4% year‑on‑year in calendar Q2 to 18.6 million units, reflecting wholesaler orders rather than end-customer demand. Consumer orders declined while commercial unit sales rose about 4% as enterprises replaced Windows 10 estates ahead of its October 14 end of support. Microsoft and PC vendors are promoting upgrades toward AI-capable PCs. Canalys and Dell describe sales as stagnated or moderate, and AI adoption growth faces integration hurdles for large businesses.
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