Worldwide shipments dropped to 65.7 million units
The PC market contracted in 2Q26 as global desktop, notebook and workstation shipments fell 3.6% year on year to 65.7 million units, Omdia reported on 8 July 2026.
Desktop shipments, including desktop workstations, reached 13.9 million units. That was down 1.3% from 2Q25. Notebook shipments, including mobile workstations, totalled 51.7 million units, a 4.2% decline.
First-quarter jumps in memory and storage prices fed through to second-quarter PC prices. Ben Yeh, principal analyst at Omdia, argued that buyers brought forward purchases to avoid further increases, which kept sales volumes fairly stable for now.
Across similar product lines, PC prices are about 20% to 40% higher than a year earlier. Apple recently raised MacBook prices, while other PC vendors started increasing prices at the end of 4Q25 and kept adjusting them quarter by quarter.
However, Omdia expects the first-half buying pull-forward to weaken demand later in 2026. The firm also sees a risk of delayed orders as higher component costs work through the market.
Lenovo 25.3% market share
Lenovo remained the top vendor in 2Q26 with 16,622 shipments and a 25.3% market share. A year earlier, it shipped 16,973 units and held 24.9%, leaving it with a 2.1% annual decline.
HP ranked second with 13,002 shipments and a 19.8% share, down from 14,291 and 21.0% in 2Q25. Dell followed with 9,291 shipments and a 14.1% share, versus 9,772 and 14.3% a year earlier.
Among the largest vendors, Apple posted the fastest growth. Its shipments rose to 7,257 units from 6,264, up 15.9%, and its market share increased from 9.2% to 11.1%.
Asus also appeared in Omdia’s top vendor table with 5,019 shipments in the quarter. The table showed Apple gaining share while Lenovo, HP and Dell all recorded year-on-year declines.
Meanwhile, Ishan Dutt, research director at Omdia, warned that demand signals now point to a softer period. He said more than half of B2B channel partners in Omdia’s June survey reported that customers were delaying hardware refresh plans until the market stabilises, while a further 6% expected outright cancellations.
The market is also nearing the one-year mark since the October 2025 Windows 10 EOS deadline. Omdia expects a significant share of commercial fleets will still need upgrades in the coming months.
Although memory and storage cost increases should ease in 2H26, PC selling prices will still reflect the upstream inflation that hit in 2Q26. Omdia does not expect memory or storage prices to reverse during 2026.
In addition, multilayer ceramic capacitors and printed circuit boards are becoming more expensive. As a result, vendors are likely to pass more of that cost pressure to customers, which could dampen second-half demand.
