Tracking Market Conditions

PC Market Trends, Windows 11 Adoption Challenges and the ITAD Opportunity

As of early 2025, the global PC installed base is estimated at 1.6 billion units, with the U.S. accounting for around 240 million. Despite Microsoft’s push, Windows 10 remains dominant (62.7% market share), while Windows 11 adoption lags due to strict hardware requirements and high upgrade costs. Many businesses face the choice of replacing hardware, […] Continue reading below.
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As of early 2025, the global PC installed base is estimated at 1.6 billion units, with the U.S. accounting for around 240 million. Despite Microsoft’s push, Windows 10 remains dominant (62.7% market share), while Windows 11 adoption lags due to strict hardware requirements and high upgrade costs. Many businesses face the choice of replacing hardware, paying for extended Windows 10 security updates, or risking unsupported systems. Meanwhile, the secondary PC market, valued at over $30 billion, continues to grow as enterprises offload older but functional devices. With Windows 10 support ending in late 2025, pressure to upgrade is increasing, but many organizations remain hesitant due to cost and limited benefits.

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Analyst/Author: David Daoud | Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 508-981-6937 or at ddaoud@compliance-standards.com

Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market

On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.

Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year

I was excited to learn that Ingram Micro (IM) filed for an IPO on the last day of September. Becoming a public company would give us better visibility on how the company is performing, even if its ITAD unit is small in comparison to its core business. The IPO filing by Platinum Equity would pave the way for the return of Ingram Micro to the public market after it left it in 2016. In 2021, Platinum Equity acquired it from previous owner, HNA Group, for $7.4 billion.

M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?

M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?

The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. As I spoke to a number of executives in the ITAD space, the general reaction has been: Are we seeing another Arrow in the making? However, it would be naïve to believe that the purchase of three ITAD-related entities could in itself spell doom. Iron Mountain certainly has its work cut out in terms of integration, optimization and messaging, but there are plenty of opportunities ahead to properly leverage its three ITAD units.

Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs

Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs

I am impressed with Lenovo’s latest earnings results as it seems to be leading the charge in the AI PC sector, showcasing strong performance. Dell and HP are expected to release their earnings results at the end of the month and we should see whether the Lenovo story is a broad-based market trend or unique to the Chinese company. Lenovo’s latest earnings report highlights strong growth, characterized by a 20% increase in sales, with net income up even more.

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