Apple grew its shipments of Macs by 6% YoY in the second quarter of 2024, according to a new report from Canalys. This outpaced the overall PC market which saw worldwide shipments of desktops and notebooks increase 3.4% year over year, reaching 62.8 million units. Notebook shipments were up 4% to 50 million units and desktops were up a slight 1% to 12.8 million units.
Lenovo maintained its position as the market leader in the global PC market, shipping 14.7 million units in Q2 2024, reflecting a 4% annual growth. HP followed closely, shipping 13.7 million units, securing the second spot. Dell ranked third but was the only vendor to report an annual decline, with a 2% year-on-year drop, shipping 10.1 million units. This decline was primarily due to reduced shipments in the US market, where other top vendors saw growth. Apple secured the fourth position, shipping 5.5 million units and capturing a 9% market share, marking a 6% increase compared to the same period last year. Asus rounded out the top five, overtaking Acer, thanks to the success of its gaming PCs. Asus experienced the highest growth in Q2 2024, with a 17% annual increase, shipping 4.5 million units.
"The PC industry is going from strength to strength with a third consecutive quarter of growth," said Ishan Dutt, Principal Analyst at Canalys. "The market turnaround is coinciding with exciting announcements from vendors and chipset manufacturers as their AI PC roadmaps transition from promise to reality. The quarter culminated with the launch of the first Copilot+ PCs powered by Snapdragon processors and more clarity around Apple's AI strategy with the announcement of the Apple Intelligence suite of features for Mac, iPad and iPhone. Beyond these innovations, the market will start to benefit even more from its biggest tailwind - a ramp-up in PC demand driven by the Windows 11 refresh cycle. The vast majority of channel partners surveyed by Canalys in June indicated that Windows 10 end-of-life is likely to impact customer refresh plans most in either the second half of 2024 or the first half of 2025, suggesting that shipment growth will only gather steam in upcoming quarters."