Windows 11 upgrades stall amid ‘chipflation’ and ‘RAMageddon’
Despite Microsoft ending Windows 10 mainstream support a year ago, PC upgrades to Windows 11 have halted. High processor prices and memory costs have inflated PC pricing, reducing consumer demand and deferring upgrade cycles. Microsoft's PC licensing revenue fell 27% last quarter, and Windows 10 still runs on 27.7% of PCs globally. PC makers hold unsold inventory, and market uncertainty around tariffs and geopolitical factors further suppress demand.
Key points
- Windows 11 upgrade cycle stalled by high hardware costs
- Microsoft's PC licensing revenue dropped 27% last quarter
- Windows 10 still on 27.7% of PCs despite support ending
- Relief expected no earlier than 2028–2029
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