Global PC shipments fell 4.9% year-on-year in Q2 2026 to 68.2 million units, ending nine straight quarters of growth, according to IDC. The AI-driven memory chip shortage, which isn’t expected to ease until 2028, is driving the decline even as vendor revenues keep rising on price hikes. Apple bucked the trend, growing shipments 10.1% on strong MacBook Neo demand, while Lenovo, HP, and Dell all saw shipments slip.
