PC shipments fall 20.1 percent in “sharpest decline” since Q1 2023

PC shipments saw a steep drop of about 20 percent in Q3 2026, analysts reported this week. The industry saw its “sharpest decline since “Q1 2023,” Omdia said in an announcement toady. Global shipments of laptops, desktops, and workstations fell 21.2 percent year over year (YoY) to 58.1 million devices, the analyst said. Desktop PC shipments (including desktop workstations) decreased 23.5 percent to 11.7 million units, and laptop shipments (including laptop workstations) declined 20.6 percent to 46.4 million, per Omdia.

分析师本周报告称，2026 年第三季度个人电脑（PC）出货量大幅下滑约 20%。Omdia 在今日的一份公告中表示，该行业经历了“自 2023 年第一季度以来最严重的下滑”。该分析机构指出，全球笔记本电脑、台式机和工作站的出货量同比下降 21.2%，至 5810 万台。据 Omdia 数据，台式机（含台式工作站）出货量下降 23.5% 至 1170 万台，笔记本电脑（含笔记本工作站）出货量下降 20.6% 至 4640 万台。

IDC shared similar findings. The analyst said this week that PC shipments fell 20.1 percent YoY to 62.7 million units, compared to 78.5 million in Q3 2025. The industry also shipped 9.1 percent fewer PCs in Q3 2026 than it did in Q2 2026, when 68.2 million units shipped, per IDC. The 20.1 percent YoY decline is the biggest drop that the IDC has ever recorded during a year’s third quarter, the IDC said, per PCMag.

IDC 分享了类似的调查结果。该分析机构本周表示，PC 出货量同比下降 20.1%，至 6270 万台，而 2025 年第三季度为 7850 万台。据 IDC 数据，2026 年第三季度的 PC 出货量也比 2026 年第二季度的 6820 万台减少了 9.1%。据《PCMag》报道，IDC 表示，20.1% 的同比降幅是该机构有记录以来第三季度的最大跌幅。

In its announcement this week, IDC said that many PC vendors and sales channels stocked up on PC shipments earlier in the year in anticipation of memory price hikes. That meant minimal demand remained during Q3. “[Sales] channels are now worried about carrying too much inventory into a market where high prices are suppressing demand,” Jitesh Ubrani, research director for consumer devices at IDC, told PCMag.

IDC 在本周的公告中表示，许多 PC 供应商和销售渠道在今年早些时候因预期内存价格上涨而增加了库存。这意味着第三季度的需求极低。IDC 消费设备研究总监 Jitesh Ubrani 对《PCMag》表示：“销售渠道现在担心在价格抑制需求的市场中持有过多库存。”

Omdia research director Ishan Dutt said the Q3 drop “comes as no surprise.” “The impact of upstream component cost increases has now fully worked its way through to end-market pricing, with consumers and IT decision-makers responding accordingly. On the supply side, vendors and their ODM partners began scaling back production in [Q3], while channel partners continued working through elevated inventory levels,” he said in a statement.

Omdia 研究总监 Ishan Dutt 表示，第三季度的下滑“并不令人意外”。他在一份声明中说：“上游零部件成本上涨的影响现已完全传导至终端市场价格，消费者和 IT 决策者也做出了相应的反应。在供应方面，供应商及其 ODM 合作伙伴在第三季度开始缩减生产，而渠道合作伙伴则继续消化过高的库存水平。”

Since 2025, surging demand for HBM and server DRAM for AI workloads has led to limited manufacturing capacity for consumer devices, like consumer PCs, smartphones, and gaming consoles. Memory and storage now represent nearly 40 percent of the bill of materials for PC manufacturing, but it’s typically 15 percent, per Ben Yeh, principal analyst at Omdia. Meanwhile, PC prices have increased “more than fourfold,” he said.

自 2025 年以来，人工智能工作负载对高带宽内存（HBM）和服务器 DRAM 的需求激增，导致消费类设备（如个人电脑、智能手机和游戏机）的制造能力受限。Omdia 首席分析师 Ben Yeh 表示，内存和存储目前占 PC 制造物料清单的近 40%，而通常这一比例仅为 15%。与此同时，他表示 PC 价格已经上涨了“四倍多”。