IDC report says rise of home offices means a growing PC market for U.S. households -- The portable computer market may be growing faster than the market for desktops, in part because of the rising number of home offices in the United States, according to a report by IDC. The number of home offices in the U.S. will grow from 33.1 million at the end of 2004 to 37.7 million by 2009, meaning an increase of customers likely to purchase advanced, portable, or multiple PCs, analyst Merle Sandler said on Monday. IDC defines home offices as those used by telecommuters or employees working after-hours as well as income-generating offices. Household PC penetration is near 90 percent. Within those households, at the end of 2004 portable computers were at 43.4 percent and growing. At the end of 2003, that number was 42 percent. �Households with home offices are less likely to let the kids near the computers, because of the important information in them. So they�re more likely to buy computers for students to do their homework on,� said Ms. Sandler, lead author of the June 8 report. �Home offices continue to upgrade or add additional PCs, especially higher-margin portable PCs.�
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...