PC Shipments
Ongoing coverage on PC Shipments.
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Worldwide PC shipments have plummeted by over 20%, to the surprise of absolutely no one
Worldwide PC shipments saw a significant 20.1% drop in Q3 2026 compared to the previous year, with IDC Research pinpointing the memory and supply chain crisis driven by AI server demand as the primary cause. This decline was exacerbated by vendors pulling in stock earlier in the year, leaving Q3 starved of demand. Companies like HP, Lenovo, and Dell experienced steeper drops than the market average, and the outlook suggests prices will remain elevated due to worsening macroeconomic conditions.
Fresh evidence from independent researchers confirms the first drop in PC shipments in over a year... and it's only…
Global PC shipments have declined by 4% year-on-year in the second quarter, marking the first drop since early 2025, according to new research. Surging DRAM prices and increased component costs are forcing OEMs to raise prices and reduce production, impacting consumer demand despite ongoing AI PC adoption and Windows migration cycles. While Apple and Asus saw growth, it was not enough to offset declines from major manufacturers like Lenovo, HP, and Dell.
New IDC report claims worldwide PC shipments fell by 5% but revenue didn't, as 'vendors are pushing through price increases faster than demand is dropping'
A new IDC report indicates a 4.9% year-over-year decline in worldwide PC shipments during Q2, marking the first decrease after nine quarters of growth, largely attributed to the ongoing memory crisis. Despite falling unit sales for major manufacturers like Lenovo, HP, Dell, and Asus, overall revenue has increased due to vendors implementing faster price hikes than demand is dropping. Apple notably saw a 10% increase in shipments and market share during this period.
PC shipments just fell for the first time in two years, thanks to the memory shortage
PC shipments have declined for the first time in two years, attributed to a memory shortage. Despite the drop in unit sales, revenue for PC manufacturers has seen an increase.