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)
Q3 delivered the widely expected PC downturn, with supply constraints, high price points, and logistical disruption eroding the usual seasonal lift
Apple's Mac shipments saw an 11% drop in Q3 2026, while the broader PC market suffered a 20.1% decline, according to a new IDC report. Despite shipping fewer Macs, Apple's market share rose from 8.5% to 9.5%, due to the overall market's steeper decline. Apple shipped 5.9 million Macs in Q3 2026, down 11.3% from 6.7 million in the same period last year.
The top five PC vendors were Lenovo, HP, Dell, HP, and ASUS. Lenovo led with 14.9 million shipments, followed by HP with 10.3 million, and Dell with 7.6 million. HP experienced the steepest decline among the top five at 30.9%. Factors contributing to the quarter's poor performance included pre-hiked price inventory and ongoing supply constraints, which resulted in the quarter lacking its typical seasonal boost.
IDC predicts that promotions and higher pricing may be introduced soon, as the economy weakened since the previous quarter, potentially dampening demand for the rest of 2026 and into 2027.
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