Breaking
TRExpeditions started on Çerkezköy-Kapıkule High Speed ​​Railway LineBRStorm with wind gusts of 76 km/h knocks down trees and leaves residents homeless in ResendeTRThe starting 11's have been announced!ITZelensky, bombs on Zaporizhzhia are Putin's 'thank you' for lifting sanctionsITVerona, little girl hit by a car in the courtyard of her house in Casaleone: it's seriousRUThe situation in the Kiev metro after the stop was caught on videoCNLai Qing’s Delegation Day speech: “Strengthening national defense is a deterrent, not a provocation.” The Taiwan Affairs Office of the State Council jumped on the bandwagonRUParalympic champion Taymazov diedBROur Lady of Aparecida holiday: what opens and closes in Juiz de ForaBRHurricane Isaias loses strength, but maintains risk of flooding and tornadoes in the USATRExpeditions started on Çerkezköy-Kapıkule High Speed ​​Railway LineBRStorm with wind gusts of 76 km/h knocks down trees and leaves residents homeless in ResendeTRThe starting 11's have been announced!ITZelensky, bombs on Zaporizhzhia are Putin's 'thank you' for lifting sanctionsITVerona, little girl hit by a car in the courtyard of her house in Casaleone: it's seriousRUThe situation in the Kiev metro after the stop was caught on videoCNLai Qing’s Delegation Day speech: “Strengthening national defense is a deterrent, not a provocation.” The Taiwan Affairs Office of the State Council jumped on the bandwagonRUParalympic champion Taymazov diedBROur Lady of Aparecida holiday: what opens and closes in Juiz de ForaBRHurricane Isaias loses strength, but maintains risk of flooding and tornadoes in the USA
Back電腦太貴賣不動!全球PC出貨暴跌20% 華碩市占竟反升
電腦太貴賣不動!全球PC出貨暴跌20% 華碩市占竟反升
Tech
自由时报3 hours agoTech3 min readChinaView translation

電腦太貴賣不動!全球PC出貨暴跌20% 華碩市占竟反升

隨著記憶體、處理器、SSD等零組件持續漲價,全球PC市場吹起寒風,前五大品牌無一倖免。

Quick Look

IDC公布2026年第三季全球PC出貨量統計,受零組件漲價及提前備貨影響,全球出貨量年減20.1%至6,270萬台,前五大品牌全面衰退,僅蘋果與華碩市占率逆勢微幅提升。

AI-generated summary

Why It Matters

零組件持續漲價推高電腦售價,加上廠商上半年提前備貨透支第三季需求。

Font size

隨著記憶體、處理器、SSD儲存硬碟等零組件持續漲價,電腦也只能愈賣愈貴,讓全球市場吹起寒風。根據市調機構IDC最新公布的2026年第三季統計,全球PC出貨量較去年同期大減20.1%,前五大品牌無一倖免,全部出現衰退。

IDC初步統計,2026年第三季全球PC出貨量約6,270萬台,相較去年同期的7,850萬台,整整少了約1,580萬台,年減20.1%。更值得注意的是,第三季原本是電腦市場的傳統旺季,今年出貨量卻比第二季再減少9.1%,顯示整體市場需求相當疲弱。

從各品牌表現來看,聯想仍穩居全球第一,第三季出貨量約1,490萬台,市占率23.8%;HP以1,030萬台、市占率16.5%排名第二;Dell則以760萬台、市占率12.1%位居第三。前三大品牌的出貨量都明顯下滑,其中HP年減30.9%,跌幅最為嚴重;Dell衰退25%,聯想也下滑22.6%,顯示這波PC市場低迷,連主要大廠都難以倖免。

相較之下,蘋果Mac的表現相對穩健。第三季Mac出貨量約590萬台,雖然比去年同期的670萬台減少11.3%,但由於整體PC市場跌幅更大,蘋果市占率反而從8.5%提升至9.5%,維持全球第四大PC品牌的位置。

台灣品牌華碩的表現也相當值得關注,第三季出貨量約550萬台,較去年同期的600萬台減少8.6%,跌幅比蘋果更小,也成為全球前5大品牌中衰退最少的業者。華碩市占率更從去年的7.6%上升至8.7%,持續穩居全球第五。

這也意味,雖然蘋果和華碩的電腦出貨量都比去年少,但因為其他品牌跌得更重,反而讓兩家業者在整體市場中搶下更多市占率。

至於全球PC市場為何突然大幅衰退?IDC指出,主要原因之一與零組件成本上漲,以及廠商提前備貨有關。

由於記憶體等零組件價格持續攀升,不少電腦品牌及通路業者擔心未來進貨成本更高,因此早在今年上半年就提前採購、拉高庫存,等於把原本第三季的部分需求提前消耗掉。加上通路手上仍有庫存,即使進入傳統旺季,也不需要再大量補貨,導致第三季出貨量不如預期。

對消費者來說,接下來買電腦或許有機會撿到便宜,但也別太期待價格全面回跌。IDC分析,由於部分通路庫存偏高,加上市場需求疲弱,業者短期內可能祭出更多折扣促銷,希望加快清理庫存。不過,受到零組件成本上漲影響,即使有促銷活動,電腦價格仍可能明顯高於去年同期水準。

What to Watch

AI outlook — possibilities, not facts

  • 業者短期內將祭出更多折扣促銷清理庫存

    Likely · Within months

Open Questions

  • 第四季旺季銷售能否回溫?
  • 零組件價格何時能回穩?

Related Topics

This article was originally published by 自由时报.

Related Stories

Various robots show "unique skills" in Wuhan, attracting buyers from more than 20 countries
Tech·

Various robots show "unique skills" in Wuhan, attracting buyers from more than 20 countries

The 2026 Wuhan Artificial Intelligence and Robotics Expo opened on the 10th. More than 200 companies participated in the exhibition with products, attracting purchasing groups from more than 20 countries. A variety of innovative robots and aircraft were unveiled and a large number of overseas intended orders were obtained, demonstrating Wuhan's advantages in the artificial intelligence and robotics industry.

中国新闻网
3 min read
More on this topicidc