PC shipments plunge 21% year-over-year in Q3 2026

Counterpoint reports global PC shipments fell 21% year-over-year in Q3 2026, from over 70 million to 57 million units, with a 13.8% sequential drop. Rising memory and component costs driven by the AI boom and tariffs are blamed, and Q4 is forecast to fall about 27%.

• Shipments dropped to 57 million units from over 70 million a year earlier
• Sequential decline hit 13.8%, with Q4 forecast at minus 27%
• Lenovo leads despite a 23% drop; HP fell 31%, Dell 25%
• Apple's shipments fell 11%, raising its overall market share