Omdia: Mainland China PC market grows 11% in Q2, shipments forecast to fall 6% in 2026

Omdia data show strong Q2 commercial PC demand in mainland China but project declining PC and tablet volumes by 2026.

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LONDON--(BUSINESS WIRE)-- Mainland China’s PC shipments grew 11% year-over-year (YoY) in 2Q26 to 11.4 million units, according to the latest Omdia data. Desktop shipments surged 42%, offsetting a 2% decline in notebook shipments, with the two categories accounting for 4.3 million and 7.1 million units, respectively. Meanwhile, tablet shipments in mainland China declined 13% to 8.0 million units, amid weaker demand and ongoing supply challenges.

Mainland China desktop, notebook and tablet shipments, estimates and forecasts, 1Q24-4Q27

Omdia’s latest forecast projects mainland China’s PC shipments will decline 6% in 2026 to 39.7 million units. Tablet shipments are also expected to fall 10% to 32.5 million units for the full year.

The mainland China PC market outperformed expectations in 2Q, primarily supported by strong commercial demand, with shipments in the segment rising 29%. Growth was driven in large part by a surge in refresh activity linked to China’s XinChuang (Information Technology Application Innovation) initiative, which supports the adoption of domestic IT technologies. In contrast, the consumer segment remained relatively weak, with shipments declining 2%.

“Commercial PC demand in mainland China, particularly from large enterprises and government organizations, continues to support growth in the broader market,” said Emma Xu, Senior Analyst at Omdia. “Consumer demand has weakened this year following the fading impact of government subsidies and rising prices. However, inventory stockpiling to lock in lower prices and mitigate the risk of further cost increases helped prevent a sharper decline in the consumer segment in 2Q.

“The tablet market faces greater challenges after several years of growth. Consumer demand is weakening, while vendors have less scope to support sales through promotional activity. The market is entering a more mature and stable phase, with penetration at historically high levels and demand increasingly shifting toward replacement cycles rather than first-time ownership,” added Xu.

For full-year 2026, Omdia expects mainland China’s PC market to decline 6% YoY, with consumer shipments falling 10%. Growth in the commercial segment is expected to partially offset weakness in the broader market. Meanwhile, the tablet market is forecast to contract 10% in 2026, reflecting weak demand and continued supply constraints.

People’s Republic of China (mainland) desktop and notebook shipments and annual growth
Omdia PC Market Pulse: Q2 2026
Vendor (company)	Q2 2026 shipments	Q2 2026 Market share	Q2 2025 shipments	Q2 2025 Market share	Annual growth
Lenovo	3.7	32%	3.4	34%	7%
Huawei	1.8	16%	1.0	10%	82%
iSoftStone	1.4	12%	0.8	8%	71%
Apple	1.2	10%	0.7	7%	63%
Asus	0.8	7%	0.9	9%	-5%
Others	2.5	22%	3.4	33%	-26%
Total	11.4	100%	10.2	100%	11%
Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service (sell-in shipments), August 2026

People’s Republic of China (mainland) tablets shipments and annual growth
Omdia PC Market Pulse: Q2 2026
Vendor (company)	Q2 2026 shipments	Q2 2026 Market share	Q2 2025 shipments	Q2 2025 Market share	Annual growth
Huawei	2.1	26%	2.5	28%	-18%
Apple	2.0	25%	2.2	24%	-10%
Lenovo	1.2	15%	0.8	8%	63%
Xiaomi	0.7	9%	1.2	13%	-37%
HONOR	0.6	7%	0.8	9%	-29%
Others	1.4	18%	1.8	19%	-19%
Total	8.0	100%	9.3	100%	-13%
Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service (sell-in shipments), August 2026

People’s Republic of China (mainland) PC forecast
Omdia PC Forecast: 2024 to 2026
Segment	2024	2025	2026	2025 Annual growth	2026 Annual growth
Consumer	23.6	24.1	21.6	2%	-10%
Commercial	13.3	14.4	13.8	8%	-4%
Government and education	2.8	3.7	4.3	32%	16%
Total	39.6	42.1	39.7	6%	-6%
Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service, Forecast, August 2026

People’s Republic of China (mainland) tablets forecast
Omdia PC Forecast: 2024 to 2026
Segment	2024	2025	2026	2025 Annual growth	2026 Annual growth
Consumer	26.4	30.2	26.2	14%	-13%
Commercial	3.7	4.1	4.6	10%	12%
Government and education	1.5	1.7	1.7	16%	3%
Total	31.5	36.0	32.5	14%	-10%
Note: Unit shipments in millions. Percentages may not add up to 100% due to rounding.
Source: Omdia PC Horizon Service, Forecast, August 2026

ABOUT OMDIA

Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets, grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260921910544/en/

Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com

Source: Omdia

Key Terms

yoy financial

Year-over-year (YoY) measures how a financial number—like revenue, profit, or sales—has changed compared with the same period one year earlier, usually expressed as a percentage. It helps investors strip out regular seasonal swings (like holiday sales) by comparing apples to apples, so they can see whether a company’s underlying performance is truly improving, weakening, or holding steady. Think of it as checking this month’s report card against last year’s same month to spot real trends.

sell-in shipments technical

Sell-in shipments are the products a manufacturer or supplier sends to distributors, wholesalers or retailers during a reporting period; they count as sales to the channel but not yet as purchases by end customers. Investors watch sell-in because it shows how much stock is moving into the sales pipeline—like a factory delivering boxes to stores—which can signal future revenue growth but may overstate demand if retailers are simply building up inventory rather than selling to consumers.