[REVISION HISTORY]

Global PC GPU and hardware market trends 2026

Updated 2 times since CLSTR started tracking revisions of this situation.

What changed

2026-09-09 21:35 UTC → 2026-09-11 06:42 UTC · added ~~removed~~

In the second quarter of 2026, global consumer PC GPU shipments reached 75.5 million units, marking a 10.4% increase from the previous quarter. This growth was primarily fueled by the mobile segment, with notebook GPU shipments rising ~~16.8%. Conversely,~~ 16.8%, while the desktop GPU market saw a decline of 4%. Market analysis indicates that Intel holds a 56% market share, largely due to integrated graphics. In the dedicated GPU segment, NVIDIA remains a leader, while AMD holds 21% of the total ~~market, up from 14% the previous year.~~ market. Despite rising component costs caused by memory shortages, discrete GPU shipments grew by 12.2% ~~quarter-over-quarter. Analysts suggest this increase may stem from manufacturer supply management and~~ quarter-over-quarter, likely due to preemptive purchasing ahead of expected price hikes rather than a general recovery in consumer demand. Global PC graphics add-in board (AIB) shipments also rose 10% to 12.5 million units in Q2 2026. High-end AIB sales spiked as consumers reportedly rushed to purchase hardware before anticipated price increases driven by geopolitical tensions and memory shortages. hikes. In the United States, PC shipments grew 1.0% year-over-year to 18.8 million units, ~~with~~ following a 7.0% decline in the first quarter. This growth is attributed to retailers increasing inventory ahead of anticipated price hikes driven by memory and storage supply constraints. For the first time, average ~~sell-in~~ selling prices ~~exceeding $1,000 for~~ in the ~~first time.~~ US exceeded $1,000, a 12.0% year-over-year increase. This ~~period saw~~ reflects a shift toward ~~premiumization;~~ premiumization: shipments of PCs priced above $1,500 ~~increased~~ rose by 36.8%, while entry-level systems below $699 declined by 6.5%. AI AI-capable PCs ~~were a significant factor, accounting~~ accounted for 48.3% of US shipments. Market competition in the US saw Apple shipments ~~during~~ increase 32.1% year-over-year, securing third place and a 29.4% consumer market share, surpassing Lenovo. Conversely, Dell and HP shipments declined by 8.8% and 3.7%, respectively. Despite Q2 growth, Omdia forecasts a 10.7% decline in total US PC shipments for 2026, with an 18.4% drop predicted for the ~~quarter.~~ second half of the year.

Versions

Only revisions since CLSTR began indexing content versions appear here. Select a version to see what changed compared to the one before it.