Worldwide K-12 mobile PC shipments expanded by 5% YoY to reach close to 34 million units, this compares to 32 million devices delivered in 2023 with the market driven by a combination of ongoing projects and the beginning of fleet refresh activity.
The market performance in the fourth quarter was soft in comparison, with YoY global sell in volumes experiencing a modest decline, with strong YoY demand in APAC ahead of the new academic year, not being enough to compensate for seasonally soft volumes in North America and Europe.
The deployment of AI integrated PCs remains slow, with initial activity being focused on test deployments. The high cost of AI integrated PCs as well as Co-Pilot and Gemini user licenses are expected to limit adoption in the near to mid term.