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Jon Peddie Research reports desktop discrete graphics card shipments reached 12.5 million units in Q2 2026, the highest quarterly total since early 2022, even as prices climbed to record levels. Nvidia shipped about 11.25 million of those units for roughly 90% market share, while AMD shipped around one million cards for about 8%.
Counterpoint Research's Q2 2026 report found global smartwatch shipments fell 4% year over year, even as Apple, Huawei and Garmin posted gains. Apple grew 14% to capture a 20.1% share, trailing only Huawei's 21.8% share, with the Watch Series 11 and Watch SE 3 driving over 80% of Apple's volume. Huawei's growth was concentrated in China, which made up about 80% of its shipments.
IDC reports global PC shipments dropped 4.9% in the second quarter, yet HP, Dell and Lenovo all posted double-digit revenue gains in their PC segments by prioritizing pricier, AI-capable machines. Tight memory chip supplies driven by AI infrastructure demand have pushed component costs up, prompting manufacturers to shift production toward premium systems rather than budget models.
Jon Peddie Research found standalone GPU shipments rose 12.2% quarter over quarter and 14.1% year over year in Q2, even as the broader client CPU market shrank 1.1% annually and desktop PC demand softened. Total consumer PC GPU shipments, including integrated graphics, hit 75.5 million units, with notebook GPU shipments up 16.8% while desktop GPU shipments dropped 4%. Intel led the overall GPU market with 56% share from integrated graphics, followed by Nvidia at 23% and AMD at 21%.
Jon Peddie Research says standalone graphics processor shipments for consumer PCs rose 12.2% quarter-over-quarter and 14.1% year-over-year in Q2 2026, even as component shortages pushed prices higher and overall CPU shipments fell. Notebook GPU shipments jumped 16.8% sequentially while desktop GPU shipments slipped 4%, with AMD picking up market share in the process.
IDC's August 2026 forecast predicts worldwide smartphone shipments will drop 16.7% this year, a steeper decline than the 13.9% estimate from May. The cause is a severe shortage of NAND and DRAM chips, with component costs up over 300% year-over-year as manufacturers redirect capacity to AI data centers. As a result, average smartphone selling prices have jumped 27.6% to $581, effectively pushing sub-$100 Android phones out of the market.