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[TECHNOLOGY] · United States, South Korea, China · 38 sources

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Part of situation: China PC market commercial demand shift (2 clusters)

Smartphone and PC markets face sharp Q3 2026 declines

smartphone market decline PC shipment drop memory chip shortage Samsung market share Apple iPhone market share

The global smartphone and personal computer markets experienced significant contractions in the third quarter of 2026. Smartphone shipments fell by 20% year-over-year, marking the lowest third-quarter volume since 2012. This decline is primarily attributed to rising costs for DRAM and NAND memory components, driven by high demand from AI data centers, which has forced manufacturers to prioritize profitability over shipment volume.

In the smartphone sector, Samsung maintained its leadership with a 23% market share despite a 3% decline in shipments. Apple achieved a record third-quarter market share of 22%, up from 18% the previous year, although its total shipments also decreased. Chinese manufacturers including Xiaomi, OPPO, and vivo saw notable declines in market share and shipments.

Simultaneously, the PC market saw shipments drop between 20% and 22.4% according to various research firms. Gartner reported shipments fell to 55.4 million units, while IDC noted a 20.1% decline. HP experienced the steepest drop among major vendors, with shipments falling approximately 31%. Lenovo remains the market leader, though it also faced significant shipment reductions. Rising component costs and a shift in corporate spending toward AI-capable workstations have contributed to the downturn in standard PC sales.

Entities

Apple · Counterpoint Research · Dell Technologies · HP · HP Inc. · IDC · Lenovo · Omdia · Samsung

Claims

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

Sources

全球手機出貨量暴跌20%創14年同期新低 蘋果市占逆勢衝上22% [www.twcn.com.tw]
آبل تحقق حصة قياسية 22% رغم انكماش سوق الهواتف الذكي [ar.elbadil.com]
全球手機市場狂瀉 20%！iPhone Q3 出貨量佔比破天荒衝上 22% 創歷史新高 [www.pcmarket.com.hk]
Пазарот за компјутери падна за 21 процент во третиот квартал - Trn. mk [trn.mk]
Global PC Shipments Drop 22. 4% in Q3 as Apple Exceeds 10% Market Share and HP Plummets [world-today-journal.com]
Mercado de PCs cai 20% e memória encarece computadores • Folha do Leste [folhadoleste.com.br]
Mercato PC: crollo del 20,1% nel terzo trimestre 2026 [www.forux.it]
Globálny trh smartfónov zaznamenal najväčší pokles za posledných 14 rokov. Čo je dôvodom? [www.mojandroid.sk]
Глобалните доставки на смартфони от юли до септември паднаха с [novini247.com]
Pourquoi le marché mondial des smartphones s'effondre, mais Apple atteint un record de parts de marché ? [www.emarketerz.fr]
Csak a Samsung és az Apple nyer, a kínai gyártók veszítenek a mobilpiaci zuhanásban [10perc.hu]
Пазарът на смартфони се върна към нивата от 2012 г. [technews.bg]
Pasar HP Anjlok, Apple Malah Cetak Rekor Berkat iPhone 18 Pro [uzone.id]
글로벌 스마트폰 출하량 20% 감소…삼성전자 점유율 23%로 1위 [sateconomy.co.kr]
全球手機市場暴跌 20%，iPhone 第三季市占率創歷史新高 | TechNews 科技新報 [technews.tw]
第三季度全球PC出货量大降22. 4%！仅为5540万台 [notebook.cnmo.com]
三星苹果领跑市场，国产品牌持续承压 Q3全球手机出货量同比大跌20%_天极网 [yesky.com]
Trh s počítači zažívá prudký propad. Prodejci bojují s chladnoucí poptávkou a nadbytečnými zásobami - CHIP. cz [www.chip.cz]
Samsung retiene el 23% de cuota de smartphones en el Q3 2026 pese al desplome de envíos [www.moncloa.com]
Vânzările de PC-uri au scăzut cu 20% din cauza crizei de memorie [www.connect.ro]
Vânzările de PC-uri s-au prăbușit în ultimul trimestru [arenait.ro]
Les livraisons mondiales de PC ont chuté de 20,1 % au troisième trimestre 2026 [www.informaticien.be]
Akıllı telefon satışında zirvenin sahibi belli oldu! Samsung ve Apple yarışında son durum [www.aksam.com.tr]
Smartfony drożeją, a rynek się kurczy. Tak źle nie było od 14 lat [spidersweb.pl]
Telefon Pazarı Daralırken Apple Rekor Payı Yakaladı [shiftdelete.net]
To giganter dominerer: Har over 45 % af mobilmarkedet [mobilsiden.dk]
Piața smartphone-urilor, în declin: Vânzările au atins un minim istoric al ultimilor 14 ani [realitatea.md]
CounterPoint 称内存短缺冲击全球手机市场：2026Q3 出货量创 14 年新低、今年平均售价已涨 20% - IT之家 [www.ithome.com]
Piața smartphone-urilor, în declin: Livrările globale au atins cel mai scăzut nivel din ultimii 14 ani [www.stiripesurse.ro]
Global PC shipments fall 20. 1% as high prices slow demand [backendnews.net]
全球 PC 出貨量第 3 季急跌 20. 1%　IDC 指記憶體漲價抑制需求 [unwire.hk]
PC-Markt im freien Fall: Omdia meldet 21,2 Prozent weniger Auslieferungen [borncity.com]
Du jamais vu en 14 ans : le marché des smartphones en baisse de 20 %. Xiaomi prend cher tandis qu’Apple et Samsung résistent mieux à la crise [www.presse-citron.net]
スマホ出荷台数、14年ぶりの低水準に　メモリー枯渇が市場を直撃 - CNET Japan [japan.cnet.com]
ВИ и несташица чипова оборили испоруке телефона за петину [www.politika.rs]
20% collapse in Q3 PC units ⋆ Electronics Weekly [www.electronicsweekly.com]
iPhone hits record Q3 shipment share as global smartphone market plunges 20%, per report [9to5mac.com]
Smartphone Shipments Just Hit a New Low. Thanks, RAMageddon [www.cnet.com]