A new analytical report this morning reveals that PC shipments (desktops, notebooks and workstations) in the US declined 6% year-on-year to 18.2 million units in Q2 2023, marking a significant improvement compared to earlier quarters this year. Desktops (including desktop workstations) suffered a steeper decline, with shipments falling 12% to 3.0 million units. The US tablet market faced a similarly modest decline, with shipments down 5% to 10.3 million units. And yet, Apple defied the declines in both Macs and iPads as the charts from Canalys below will prove out.

(Click on chart below to Enlarge)

As the PC chart shows above, Apple was the only top tier Company to register double digit growth in the U.S. in Q2 with 32.6% annual growth.

As the chart shows below, Apple's iPad shipments grew 20.1% in the U.S. in Q2 with all 4 competitors registering declines.

(Click on chart below to Enlarge)

Ishan Dutt, Principal Analyst at Canalys “Consumers are still deprioritizing spending on PCs compared to other goods and services amid economic challenges. Recovery in this segment is likely to only emerge in Q4, with strong discounting expected during an extended period of holiday season promotions. Businesses, however, are displaying more resilient demand for PCs.

Dutt added that "The long-term outlook for PCs in the US remains positive. As macroeconomic pressures subside, the strong fundamentals around post-pandemic PC usage behavior and the larger installed base across all segments will be a boon to the industry. From an innovation perspective, the expected demand boost from the transition away from Windows 10 is now set to be bolstered by the emergence of AI-capable PCs.

For more, read the full report by Canalys