Global PC deliveries fell 21 per cent in the third quarter

Global PC shipments fell 21 per cent year on year in the third quarter, dropping from more than 70 million units to 57 million, according to Counterpoint. The sharp decline matters because rising component prices are making computers less affordable and prompting buyers to delay replacing them.

Shipments were also down 13.8 per cent from the previous quarter, and Counterpoint expects a 27 per cent annual decline in Q4, with weakness possibly continuing into 2027. Lenovo remained the market leader, despite a 23 per cent fall; HP fell 31 per cent and Dell 25 per cent, while Apple’s shipments dropped 11 per cent and ASUS’s fell 7 per cent. The article says strong PC buying in 2025 and early 2026, ahead of expected price rises, may have added to the downturn; IDC reported a similar Q3 trend.