Q2 PC shipments drop 4% Y/Y, hit by higher component costs

Industry
โดย Seeking Alpha·Read original
Summary · why it matters

Global PC shipments fell 3.6% year-over-year to 65.7 million units in the second quarter of 2026, according to Omdia, as rising memory and storage costs pushed up prices and dampened demand. Desktop workstation shipments declined 1.3% to 13.9 million units, while notebook shipments including mobile workstations fell 4.2% to 51.7 million units. A June survey found about 60% of channel partners said customers were delaying or canceling PC refreshes due to supply constraints and higher prices, with comparable product line prices up 20% to 40% from a year earlier. Lenovo led the market with a 25.3% share, followed by HP at 19.8% and Dell at 14.1%, while Apple increased its share to 11.1% from 9.2% a year earlier on strong MacBook demand.

Impact on stocks 7

Artificial Intelligence± Mixed · 5 stocks
Apple Inc.
AAPL
▲ PositiveDemandrelevance

Apple increased its PC market share to 11.1% from 9.2% on strong MacBook demand, bucking the overall decline.

Lenovo Group
0992
▼ NegativeDemandrelevance

Lenovo's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.

Dell Technologies Inc
DELL
▼ NegativeDemandrelevance

Dell's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.

Asustek Computer Inc
2357
▼ NegativeDemandrelevance

Asustek's PC shipments likely declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.

Information Technology▼ · 1 stocks
HP Inc
HPQ
▼ NegativeDemandrelevance

HP's PC shipments declined as overall market fell 3.6% Y/Y, with customers delaying refreshes due to higher prices.

Financials▲ · 1 stocks
© 2026 MarketDXNews