Omdia: Worldwide PC Market Declined 4% in 2Q26 Amid Mounting Supply Pressure

Key Terms

multilayer ceramic capacitors technical

Multilayer ceramic capacitors (MLCCs) are tiny electronic components made of many thin ceramic layers and metal electrodes stacked together to store and release small amounts of electric charge. They act like miniature buckets or shock absorbers for electrical signals, smoothing power, filtering noise and stabilizing circuits in devices from phones to cars; their widespread use and sensitivity to supply, demand and manufacturing costs make them important to investors evaluating electronics and component suppliers.

mlccs technical

Multi-layer ceramic capacitors (MLCCs) are small electronic components that store and release electric charge, made by stacking many thin ceramic layers with metal electrodes. Think of them as tiny rechargeable buckets that smooth power and filter signals inside phones, cars, servers and other electronics. Their widespread use and tight supply-demand cycles matter to investors because shortages, cost changes, or technological shifts can affect manufacturers’ revenues and the broader electronics supply chain.

printed circuit boards technical

Printed circuit boards (PCBs) are thin boards that hold and connect electronic parts, using copper paths like tiny roads to guide electricity between components such as chips and sensors. They matter to investors because PCBs are core building blocks of nearly all electronic products — their design, quality, and supply affect production costs, product reliability, and the ability of companies to scale or meet demand, which in turn influences sales, margins and risk exposure.

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LONDON--(BUSINESS WIRE)-- Global shipments of desktops, notebooks, and workstations in 2Q26 declined 3.6% year-over-year to 65.7 million units according to the latest research from Omdia. Shipments of desktops (including desktop workstations) hit 13.9 million, falling 1.3% annually, while notebook (including mobile workstations) shipments landed at 51.7 million units, representing a 4.2% decline.

Worldwide desktop and notebook shipments, 1Q23 to 2Q26

“The sharp increase in memory and storage prices during the first quarter of the year had a significant impact on product pricing in the second quarter,” said Ben Yeh, Principal Analyst at Omdia. “It also prompted consumers and IT decision makers to bring forward their PC purchases to mitigate the risk of further price increases. Although sales volumes were maintained at a stable level, the risk of a subsequent downturn remains.”

Apple’s recent decision to raise prices across MacBooks has become one of the key focal points in the market. However, other PC vendors began increasing prices as early as the end of 4Q25 and have continued to adjust them quarter over quarter. Across comparable product lines, prices have risen by about 20% to 40% compared with the same period last year.

“After the pull-forward activity seen in the first half of the year, signals are now pointing to a period of delayed demand as the true impact of the supply crunch sinks in,” said Ishan Dutt, Research Director at Omdia. “More than half of the B2B channel partners polled in Omdia’s June survey responded that their customers are putting off hardware refresh plans until the market stabilizes, with a further 6% indicating that outright cancellations were likely. In the coming months, as the market approaches the one-year mark from the October 2025 Windows 10 EOS deadline, a significant portion of commercial fleets will remain in need of upgrades.”

Although the pace of memory and storage cost increases is forecast to ease significantly in 2H26, PC selling prices will continue to reflect the upstream component inflation from 2Q26. Omdia’s research indicates that neither memory nor storage prices are projected to reverse within this year. In addition, other components such as multilayer ceramic capacitors (MLCCs) and printed circuit boards (PCBs) are also becoming more expensive. As a result, PC vendors are expected to continue passing the burden of heavy cost pressure on to customers, which will dampen demand in the second half of the year.

Worldwide desktop and notebook shipments (market share and annual growth) Omdia PC Market Pulse: 2Q26
Vendor	2Q26 shipments	2Q26 market share	2Q25 shipments	2Q25 market share	Annual growth
Lenovo	16,622	25.3%	16,973	24.9%	-2.1%
HP	13,002	19.8%	14,291	21.0%	-9.0%
Dell	9,291	14.1%	9,772	14.3%	-4.9%
Apple	7,257	11.1%	6,264	9.2%	15.9%
Asus	5,019	7.6%	4,973	7.3%	0.9%
Others	14,479	22.0%	15,825	23.2%	-8.5%
Total	65,670	100.0%	68,098	100.0%	-3.6%
Note: Unit shipments in thousands. Percentages may not add up to 100% due to rounding. Source: Omdia PC Horizon Service (sell-in shipments), July 2026

Lenovo retained the top position, shipping 16.6 million units and maintaining a 25% market share despite a modest 2% decline in shipments. HP ranked second with 13.0 million units shipped, as volumes declined 9% year over year. Dell held third place, demonstrating resilience in a supply-constrained environment by shipping 9.3 million units and capturing a 14% market share. Apple recorded the strongest growth among the top vendors, shipping 7.3 million units, driven by the launch of the MacBook Neo and healthy underlying demand. The company gained 2 percentage points of market share compared with 2Q25. Asus rounded out the top five with 5.0 million units shipped, delivering a broadly flat performance year over year.

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/20260708161308/en/

Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com

Source: Omdia