GoKawiilGlobal PC shipments fall 21% year-over-year in Q3, Counterpoint reports
Counterpoint's Q3 data shows global PC shipments dropped to 57 million units from over 70 million a year earlier, a 21 percent year-over-year decline and a 13.8 percent drop from the prior quarter. The firm forecasts a roughly 27 percent year-over-year decline for Q4 and expects weak conditions to persist into 2027. Lenovo remains the top vendor despite a 23 percent decline, HP fell 31 percent, Dell dropped 25 percent, while Apple slipped only 11 percent, gaining relative market share.
GoKawiil's interpretation of the reporting above, not reported fact.
Counterpoint analyst Minsoo Kang attributes the slump to rising memory and component costs squeezing affordability, which suggests manufacturers may face sustained margin and volume pressure rather than a brief dip. The fact that 2025 and early 2026 saw strong shipments as buyers rushed ahead of price hikes implies some of this decline reflects pulled-forward demand rather than a sudden collapse. Apple's smaller decline could indicate its customer base is less price-sensitive or more insulated from component cost swings than rivals.
- Global PC shipments fell 21% year-over-year in Q3 to 57 million units, per Counterpoint.
- Rising memory and component costs, worsened by tariffs, are cited as the main driver of delayed purchases.
- Apple posted the smallest decline (11%) among major vendors, while HP fell hardest at 31%.
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Published there as: “PC shipments are in the toilet, plunging over 20 percent from last year”
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