📊Executive Summary

The article highlights a significant upcoming wave of IT asset retirements driven by major OEMs like Dell, HP, and Lenovo, as they transition to AI-enabled devices. This shift is expected to flood the IT asset disposition (ITAD) and recycling markets with tens of millions of PCs over the next 12-24 months. The report notes that roughly one-third of Dell's installed PC base is over four years old, while HP's installed base still has about 30% on Windows 10, indicating a pressing need for upgrades. Additionally, rising prices and supply constraints for key components like DRAM and NAND are impacting the economics of EOL devices, potentially increasing their recoverable value. This situation presents both challenges and opportunities for procurement teams in the ITAD sector....