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Counterpoint Research · Minsoo Kang ·

Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline

- Global PC shipments declined 21% YoY in Q3 2026 to 57 million units, as elevated memory and other component costs continued to push up PC prices and constrain demand.

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Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline

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Counterpoint Research — Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline ↗

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Oct 23Oct 25

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Related stories

IDC: Global PC shipments dropped 20.1% YoY in Q3 to 62.7M units due to higher prices and supply issues; Lenovo dropped 22.6% YoY, HP 30.9%, Dell 25%, and Apple 11.3%
IDC: Global smartphone shipments fell 22% YoY to 255.3M in Q3, a record quarterly drop, as Samsung and Apple gained while Xiaomi, Oppo, and Vivo saw deeper declines
Reuters: IDC: China's Q3 smartphone shipments fell 15.4% YoY to 57.9M units, the sixth straight quarter of decline; Huawei led with a 21% share and Apple had 17.8%
Bloomberg: Xiaomi reports Q2 revenue down 6.1% YoY to ~$16.2B and net income down 21% to ~$1.4B, above est., amid a persistent memory shortage and weaker smartphone demand
TrendForce: Laptop production share outside China is expected to fall from 24% in 2025 to 21% in 2026 as PC makers rethink shifting production amid soaring component costs

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