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IDC: Q3 PC Shipments Plunge 20.1% YoY to 62.7M Units as AI Data-Center Costs Choke Consumer Demand

Summary

IDC says global PC shipments fell 20.1% YoY to 62.7 million units in Q3 2026, with HP down 30.9%, Dell down 25%, Lenovo 22.6%, Apple 11.3% and ASUS 8.6%. The firm attributes the slump to elevated pricing driven by AI data-center construction competing for memory and components, plus heavy Q1-Q2 inventory pull-ins and ongoing supply constraints that broke the normal Q3 seasonal uptick.