PC shipments plunged in the first half of 2026 and IDC predicts the worst is yet to come
AI-summarised brief · reviewed before publication
PC shipments have declined significantly in the first half of 2026, with IDC predicting an 11.3 percent drop for the full year. The ongoing memory shortage is the primary factor, driven by AI datacenters using 70% of high-end DRAM production. This has led to increased PC prices, with flagship models like the Surface PC now costing $500 more than at launch. IDC expects shipments to worsen, with a 20 percent year-over-year decline in Q4. The shortage has forced PC makers to offer options with less RAM, and larger brands are somewhat insulated but will eventually feel the effects.
💡 Why It Matters
- · The memory shortage is having a ripple effect on the entire PC ecosystem, with the introduction of the MacBook Neo putting pressure on Windows PCs and driving vendors to respond with new silicon and aggressive pricing.