"Global PC shipments grew around 3.2 percent year-over-year in Q1 2026, driven by pre-emptive buying before memory-led price increases hit the retail level and Microsoft forcing some customers to upgrade by ending support for Windows 10 last year."
"The aggressive expansion in AI infrastructure investment is driving up overall component costs, which will likely impact the pricing of CPUs and other key components in PCs."
"Counterpoint suggests the updates could drive even further sales growth next quarter, particularly for Apple, whose PC sales grew by 11 percent."
"IDC predicted that PC shipments could drop as much as 8.9 percent in 2026 in response to the price of RAM, later revising its prediction to 11.6 percent this past March."
Global PC shipments increased by 3.2% year-over-year in Q1 2026, driven by pre-emptive buying due to anticipated memory price hikes and Microsoft's end of Windows 10 support. Sales reached 63.3 million units, with Lenovo leading market share at 26%. Apple saw an 11% sales increase, attributed to M5 updates and the new $600 MacBook Neo. Despite positive sales, rising component costs from AI investments may negatively impact future growth, with predictions of an 8.9% to 11.6% decline in shipments for 2026 due to RAM price increases.
Read at Engadget
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