Global PC shipments fall 20.1% in Q3 2026 as unsold stock piles up, IDC reports
IDC estimates PC shipments fell 20.1% year-on-year in the third quarter of 2026, to 62.7 million units, and says the slump is unlikely to ease soon. The research firm blames surging memory prices, supply shortages and overstock left over from earlier shipments made to beat price rises. HP suffered the steepest drop at 30.9%, while Apple and Asus gained market share.
Bottom line — IDC's Jitesh Ubrani warns the PC industry's outlook "gets worse before it gets better," with conditions not expected to improve before 2027.
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IDC says the shortfall was 9.1% compared with the second quarter, unusual because summer demand is normally stronger.
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HP fell 30.9%, Dell 22.6% and Lenovo 25%, while Apple dropped 11.3% and Asus 8.6%.
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Apple and Asus rose to 9.3% and 8.7% market share, while Lenovo (23.8%), HP (16.3%) and Dell (12.1%) saw theirs dip.
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How-To Geek suggests IDC's data points to Dell, HP and Lenovo's large low-cost ranges as more exposed to price rises, though IDC itself does not explain the differences.
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Ubrani says discounts may follow to clear stock, but prices will not be "anywhere near" last year's levels.
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How-To Geek advises buyers who need a PC soon to buy now, and those who can wait to hold off, since existing machines suffice for many users.