Counterpoint: global PC shipments fell 21% in the third quarter
Shipments reached 57 million units from July to September. Counterpoint says higher memory prices raised laptop prices, so people put off buying.
The world bought about a fifth fewer computers this year. Memory parts got more expensive, so laptops cost more and people waited to buy.
Hype check
Quieter than it deserves. This one matters more than the coverage suggests.
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Why it matters
Higher memory costs show up in laptop prices, so you may find prices high if you plan to buy soon.
Watch: the PC market reacts to memory prices more than most people expect.
The details
- Global PC shipments reached 57 million units in Q3, down 21% from the same period last year.
- Counterpoint says the main cause is the rising cost of DRAM and NAND memory, which raised laptop prices and delayed purchases.
- Lenovo leads with about 15 million units and a 26.3% share, then HP with about 10.3 million and 18.1%, then Dell with about 7.6 million and 13.3%.
- Apple shipped about 5.6 million units (down 11%) and holds 9.8% on steady demand for the MacBook Neo. Asus rose to 9.6% with about 5.2 million units.
- A Counterpoint analyst expects the decline to continue in Q4, with flat growth in 2027.
Receipts
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