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Global PC shipments dropped 21 percent in Q3 due to RAM prices

Counterpoint Research reports worldwide PC shipments fell 21 percent year-over-year in Q3 2026 driven by surging RAM and chip prices.

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Inewgen
23 Oct 2026Source: The Verge3 min read (0 views)
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Global PC shipments dropped 21 percent in Q3 due to RAM prices

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  • Worldwide PC shipments dropped 21 percent year-over-year in the third quarter of 2026.
  • Surging prices for RAM, SSDs, and processors drove the sharp decline in demand.
  • Global smartphone shipments also slumped to a 14-year low in the same quarter.
  • Analysts project shipments will plunge another 27 percent in the fourth quarter.

The global personal computer market has suffered a major downturn after months of relentless component price increases. According to a report by Counterpoint Research, worldwide PC shipments fell 21 percent year-over-year in the third quarter of 2026, aligning closely with previous findings published by IDC and Omdia.

The hardware crunch extends well beyond computers. During the exact same quarter, global smartphone shipments slumped to a 14-year low. Consumer demand for new devices took a direct hit as buyers faced prolonged price escalations across multiple consumer electronics categories.

21%Q3 2026 PC shipment decline
27%Projected drop for Q4 2026

Prior to this slump, the PC market had enjoyed more than two years of consecutive growth leading up to the second quarter of 2026. However, costs for RAM, solid-state drives, and processors from major manufacturers including Intel, AMD, and Qualcomm began climbing rapidly over recent months, forcing price increases across devices ranging from MacBooks to Raspberry Pi units.

The simultaneous price surges in memory modules and processors highlight persistent supply chain cost pressures within the semiconductor industry. When hardware makers resort to utilizing older technologies like DDR4 memory or scaling back component specifications just to maintain price points, it underscores the severe impact of component inflation on budget-conscious consumer markets.

Minsoo Kang, a senior analyst at Counterpoint, noted that several hardware companies are now shifting their product strategies to prioritize configurations capable of absorbing component inflation. This shift leaves fewer affordable options for price-sensitive buyers, with some firms even reviving older technologies such as DDR4 RAM and 4GB GPUs to mitigate rising retail costs.

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"With global shipments expected to plunge 27% in Q4 2026 and remain broadly flat in 2027, stabilization should not be mistaken for recovery."

David Naranjo

Counterpoint also pointed out that the steep year-over-year decline was exacerbated by unique market conditions in the third quarter of 2025, which included heavy enterprise purchases ahead of the Windows 10 support deadline and inventory adjustments related to import tariffs.

Looking ahead, the market recovery appears distant. David Naranjo, associate director at Counterpoint, cautioned that global shipments are expected to plunge 27 percent in the fourth quarter of 2026 and remain largely flat throughout 2027, emphasizing that temporary market stabilization should not be misinterpreted as a true industry recovery.

Source: The Verge

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