Omdia: Global PC Shipments Grew 9% in 2025 but Memory and Storage Supply Issues Threaten 2026 Outlook
Worldwide desktop and notebook shipments 2016 – 2025
PC DRAM cost rose ~70% in 2025; a further 50% increase is expected in 1Q26
“In 2026, with device replacement demand not yet fully abated, supply-side pressures will be more pronounced and supply will not fully meet demand,” added Yeh. “Actual shipment performance will hinge on vendors’ memory and storage procurement and negotiating leverage; beyond scale, their track records and credibility with suppliers will be a decisive factor in determining their success in navigating this period of complexity.” A November 2025 Omdia poll of B2B channel partners that asked “How do you expect your PC business to perform in 2026 compared to 2025” revealed that 57% forecast growth in 2026, indicating that a healthy demand environment will provide strong opportunities for vendors that are best able to manage their supply.
(To view the table, please visit https://bwnews.pr/49t4GbT)
Lenovo led the PC market both sequentially and for the full year, delivering double-digit growth of 14.4% in Q4 2025 and closing the year with shipments of 71 million units, up 14.6% year on year. HP ranked second, shipping 15.4 million PCs in Q4 2025 and recording growth on both a sequential and annual basis during the quarter. Dell posted its strongest quarterly performance of 2025, achieving a robust 26% year-on-year increase in Q4. Full-year shipments reached 42 million units, representing a 7% increase compared with 2024, while Dell also expanded its market share by two percentage points year on year in the quarter. Apple retained fourth place and stood out as the fastest-growing vendor for the full year. The company recorded 16.4% growth for the full year, with full-year shipments reaching 28 million units. Asus rounded out the top five in both quarterly and full-year rankings, shipping 5.3 million units in Q4 and 20 million units for the year, supported by 7% growth during the holiday quarter.
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Omdia, part of Informa TechTarget, Inc. (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/20260111396892/en/
Website: https://omdia.tech.informa.com/
Contact
Omdia
Fasiha Khan
fasiha.khan@omdia.com
This news is a press release provided by Omdia.
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1월 8일 09:40