Overview
- IDC reported that global PC shipments fell 4.9% year over year in Q2 2026 to 68.2 million units, ending a multi‑quarter run of growth.
- Apple was the only major vendor to post meaningful shipment growth, with Mac shipments up 10.1% to roughly 6.7 million units and a 9.9% share, helped by strong demand for the MacBook Neo and larger buying scale.
- The top‑five vendor rankings stayed the same, with Lenovo first despite a 2.1% decline while HP and Dell saw larger drops of about 9% and 5% respectively.
- IDC and its research director Jitesh Ubrani say tight memory supplies and higher DRAM and SSD prices pushed vendors to raise device prices so revenue rose even as unit sales fell, and the shortage is expected to persist into early 2028.
- Smaller PC makers and channel partners face higher inventory costs and narrower margins, which could lead to slower consumer upgrade cycles, more consolidation in the industry, and higher prices for buyers over the next year.