US PC Shipments Decline Q1 2026

The US PC market experienced its sharpest quarterly contraction since Q3 2023, with shipments falling 7.0% year-over-year in Q1 2026 to 15.8 million units, according to a report by Omdia. This downturn is attributed to component supply constraints, particularly for DRAM and NAND, and surging memory and storage prices, which are eroding vendor margins on entry-level devices. The demand hangover from the Windows 11 refresh cycle and a strong Q1 2025 also contributed to the decline. Omdia forecasts industry-wide declines to continue throughout 2026, with full-year US PC shipments expected to drop 14.4% compared to 2025. Business PC upgrades are outpacing consumer demand, with business shipments declining only 5.0% compared to the consumer segment's 9.5% drop. Average selling prices (ASPs) are rising, with Omdia expecting growth to reach 12% in Q2 and exceed 12% in the second half of 2026, partly due to the increasing adoption of AI-capable PCs, which accounted for 44% of all shipments. Vendor performance varied, with HP Inc. experiencing a 21.6% decline and losing its top spot to Dell Technologies, which grew 1.1% to capture a 25.0% share. Lenovo also saw growth of 1.2%, reaching 20.0% of the market, while Apple Inc.'s shipments declined 1.6%.