Overview
- Omdia reported 279.5 million PCs shipped in 2025, up 9.2% year over year, with Q4 at 75 million and notebooks driving most volumes.
- IDC’s preliminary Q4 tally reached 76.4 million units, a 9.6% annual gain, underscoring the year-end rebound.
- Mainstream memory and storage costs jumped 40%–70% during 2025, with higher component prices passed to customers and vendors flagging increases in December.
- Analysts expect 2026 supply to lag demand, prompting a tilt to high-end SKUs, leaner mid and low tiers, potential reductions in average memory specifications, and higher selling prices.
- Lenovo led 2025 shipments at about 71 million units, followed by HP, Dell, Apple, and Asus, with both firms pointing to Windows 10’s end and tariff concerns as key demand drivers.