Overview
- IDC reports Q4 2025 shipments at 76.4 million units, up 9.6% year over year, while Omdia pegs the quarter at 75 million and full‑year 2025 at 279.5 million, up 9.2%.
- The late‑year surge was fueled by Windows 10 retirement, tariff uncertainty, and accelerated orders to secure components before expected shortages and price hikes.
- Omdia says mainstream DRAM and NAND costs rose 40%–70% through 2025, and both IDC and Omdia caution that 2026 supply is unlikely to meet demand.
- IDC expects higher average selling prices in 2026 as OEMs prioritize midrange and premium systems and may lower memory specifications to stretch limited allocations.
- Large vendors strengthened positions: Lenovo led with about 71 million units for 2025, HP and Dell posted double‑digit Q4 growth, and Apple’s holiday‑quarter Mac shipments were flat at 7.1 million though its full‑year total increased.