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Global PC Shipments Fall 21% in Q3 as Memory Costs and Tariffs Raise Prices

Global PC shipments fell 21% in Q3 2026 as memory costs and tariffs raised prices; Counterpoint sees a 27% Q4 drop.

AI News Feed · 2026-10-23 02:55

Counterpoint said shipments were down 13.8% from the second quarter and forecast a roughly 27% year-over-year decline in the fourth quarter. It expects 2027 to bring more of the same. "The global PC market is facing mounting pressure as rising memory and component costs push system prices higher and force consumers to delay replacement purchases," said Counterpoint senior analyst Minsoo Kang. "With affordability becoming an increasingly critical purchasing factor, even market leaders are struggling to maintain shipment momentum."

The industry shipped more than 70 million PCs in the third quarter of 2025, Counterpoint said. The 2025 and early 2026 totals were boosted by consumers buying before prices increased, the firm added. The price pressure comes from rising memory and component costs, which the report linked to AI-induced demand for RAM, as well as global tariffs.

Lenovo remained the market leader but posted a 23% year-over-year decline, above the industry average. HP shipments fell 31%, and Dell fell 25%. Apple recorded an 11% decline and increased its overall market share, which Counterpoint linked to the budget-friendly MacBook Neo. ASUS posted the smallest decline among top vendors, at 7%.

The International Data Corporation reported similar third-quarter figures. IDC said worldwide PC shipments fell 20.1%, compared with Counterpoint's 21% estimate, and that third-quarter shipments came in 9.1% below the second quarter, a reversal of the usual pattern in which the third quarter exceeds the second.