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[TECHNOLOGY] · 45 sources

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Part of situation: Global PC, GPU, and Smartphone market trends 2026 (14 clusters)

Global PC shipments fall 20% in Q3 2026 amid rising component costs

PC shipments semiconductor prices DRAM shortage market contraction consumer electronics

Global personal computer shipments experienced a sharp decline in the third quarter of 2026. According to IDC, shipments fell 20.1% year-over-year to 62.7 million units, marking a significant drop compared to the 3.8% decline seen in the second quarter. Omdia reported a similar contraction of 21.2%, with shipments totaling 58.1 million units.

Analysts attribute the downturn to several factors. First, many distributors and manufacturers stockpiled inventory during the first half of the year to hedge against rising component prices. This led to a saturation of supply and reduced demand in the third quarter. Second, the expansion of AI data centers has increased competition for semiconductor capacity, specifically driving up the costs of DRAM and SSDs. The cost share of these components in total PC pricing has risen from approximately 15% to nearly 40%.

In terms of manufacturer performance, Lenovo maintained its market leadership with 14.9 million units shipped and a 23.8% market share. HP saw the most significant decline among the top five, with shipments falling 30.9% to 10.3 million units. Dell also experienced a notable drop of 25%, shipping 7.6 million units. Conversely, Apple saw its shipments decline by 11.3% to 5.9 million units, but managed to increase its global market share from 8.5% to 9.5% due to the broader industry slump. ASUS reported the smallest decline among major vendors at 8.6%.

Entities

Apple · Dell · Dell Technologies · HP · HP Inc · HP Inc. · IDC · Lenovo · Omdia

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

أومديا: تراجع شحنات الحواسيب عالمياً 21% في الربع الثالث من 2026 - جريدة البورصة [www.alborsaanews.com]
IDC: Pengiriman PC Global Turun 20,1% pada Q3 2026, Lenovo Masih Memimpin [gizmologi.id]
تراجع حاد في مبيعات أجهزة الكمبيوتر عالميًا بنسبة 20% | وكالة خبر للأنباء [www.khabaragency.net]
Küresel PC Sevkiyatı Üçüncü Çeyrekte Yüzde 20 Düştü: HP En Sert Darbeyi Aldı [dijitaliyidir.com]
IDC: доставките на компютри спадат с 20,1% през третото тримесечие на 2026 г. [todaytech.eu]
Piața globală de PC-uri scade cu 21,2%. Prețurile componentelor afectează vânzările [itmania.ro]
PC shipments fall 20. 1 percent in “sharpest decline” since Q1 2023 [gaminglatest.com]
Thị trường máy tính cá nhân lao dốc, chi phí linh kiện đẩy giá bán tăng cao [genk.vn]
Piața calculatoarelor personale scade abrupt: cel mai mare declin din ultimii ani [stiintasitehnica.com]
PC-Markt bricht um 20 Prozent ein: RAM und SSDs [lomazoma.com]
桌面CPU逆势降价？市场调研机构报告称三季度全球PC出货普降约20%_天极网 [yesky.com]
PC-Versand bricht ein: -20,1 % im Q3 2026 wegen teurer Speicher und Lieferketten [www.it-boltwise.de]
Embarques de PCs caem 20,1% no terceiro trimestre, diz IDC [www.spacemoney.com.br]
Mercado de PCs encolheu 20% por causa de crise das memórias, aponta IDC [jornal24horas.com.br]
El mercado del PC se hunde: los envíos caen un 20,1%; HP y Dell pierden un tercio del negocio [elchapuzasinformatico.com]
IDC: Mac-Lieferungen sinken im dritten Quartal 2026 um 11 Prozent [www.apfelnews.de]
Mercado de PCs despenca 20% em 2026 e registra queda de quase 16 milhões de unidades, revela IDC [www.hardware.com.br]
Il mercato PC crolla del 20% nel terzo trimestre, pesano prezzi elevati e scorte [www.hwupgrade.it]
Mac出荷減なのにシェア拡大？世界PC市場20％減の異変 [iphone-mania.jp]
算力基建的战争，才刚刚在液冷赛道上演-钛媒体官方网站 [www.tmtpost.com]
Dizüstü Bilgisayar Fiyatları Artacak: Satışlar Düşecek [shiftdelete.net]
Global PC Shipments Drop 20. 1% as Market Downturn Continues [www.techjuice.pk]
Bilgisayar Alacaksanız Acele Edin: Pazar Yüzde 20 Küçüldü Ama Fiyatlar Artıyor [www.tamindir.com]
Rynek komputerów PC zaliczył potężne załamanie. Dostawy spadły o ponad 20% [wykop.pl]
Global PC shipments fell 20% in Q3 2026 [www.technobaboy.com]
Parça maliyetleri dizüstü fiyatlarını baskılıyor [www.teknoblog.com]
PC-Markt im Tiefflug: Auch für 2027 sieht es düster aus [www.hartware.de]
Thị trường PC quý 3/2026 giảm 20,1% so với cùng kỳ vì thiếu bộ nhớ, Apple giảm nhẹ hơn HP, Dell. . . [tinhte.vn]
Globalne isporuke osobnih računala pale su za 21 % u Q3 2026 [mreza.bug.hr]
集邦咨询：内存等成本压力上升，2027 全球笔记本价格恐继续上涨 - IT之家 [www.ithome.com]
The RAMpocalypse has led global PC shipments to drop 20 percent in just 12 months [www.techradar.com]
Mac-Verkäufe brechen ein – trotzdem gewinnt Apple Marktanteile [www.maclife.de]
Sans surprise, les ventes de PC s'effondrent de 20 % [www.generation-nt.com]
Yapay Zekâ Bellekleri Silip Süpürüyor, PC Pazarı Çakılıyor: Tek Çeyrekte 15,8 Milyon Adetlik Kayıp! [www.webtekno.com]
Los envíos de computadores caen un 20,1% durante el tercer trimestre de 2026 [pisapapeles.net]
Global PC Market Suffers Worst Decline of 2026 as Shipments Drop 20. 1% in Q3 [www.eteknix.com]
Las ventas mundiales de PCs se desploman un 20% [www.muycomputerpro.com]
Las ventas mundiales de PCs se desploman un 20% [www.muycomputer.com]
旺季效應失靈！全球PC市場Q3急凍 出貨量衰退超20% 蘋果市佔逆風升至9. 5% | 鉅亨網 [news.cnyes.com]
IDC "3분기 세계 PC 출하량, 전년比 20% 급감" [zdnet.co.kr]
Computer market shipments fell 20% between July and September [www.gsmarena.com]
Global PC shipments crater 20% as rising prices hammer demand [www.theregister.com]
Mac shipments fell 11. 3% in Q3, but Apple gained PC market share [www.igeeksblog.com]
TrendForce warns of higher notebook prices and weaker demand in 2027 [9to5mac.com]
PC shipments fall 20. 1 percent in “sharpest decline” since Q1 2023 [arstechnica.com]