Quick Look
- In the third quarter of 2026, global PC shipments fell 20.1% to 62.7 million units, compared with 78.5 million in the same period in 2025, according to an IDC report.
- A decrease is observed among all leading manufacturers: Lenovo (-22.6%), HP (-30.9%), Dell (-25%), Apple (-11.3%), ASUS (-8.6%).
- The reasons are said to be a shortage of components, high costs and a deteriorating economic situation.
AI-generated summary
Why It Matters
Typically, computer shipments increase from July to September due to seasonal demand, but in 2026 this trend was disrupted.
In the third quarter of 2026, 20 percent fewer devices were shipped to the computer market than a year earlier. This is stated in a report by the International Data Corporation (IDC).
Experts said that in the third quarter of the year, 62.7 million computers were shipped to the world market. This is 20.1 percent less than in the same period a year earlier. By comparison, in the third quarter of 2025, global shipments reached 78.5 million devices. Compared to the second quarter of 2026, the market decreased by 9.1 percent.
IDC analysts said shipments typically rise from July to September due to seasonal demand, but the trend has buckled this year. They cited the cause of the collapse as a shortage of components, the high cost of computers and the deteriorating economic situation. Experts also explained the collapse by the fact that manufacturers and sellers purchased a large number of computers in the first half of the year.
Computer supplies have declined across all leading manufacturers. Thus, Lenovo lost 22.6 percent, HP - 30.9 percent, Dell - 25 percent, Apple - 11.3 percent, ASUS - 8.6 percent. IDC allowed short-term discounts to appear, but analysts do not expect a return to last year’s prices.
Open Questions
- How long will the component shortage last?
- When is demand for computers expected to recover?
- What measures are manufacturers taking to stabilize supplies?
