Counterpoint Research said major personal computer vendors all recorded sharp sales declines in the third quarter of 2026, with HP down 31%, Dell down 25%, Lenovo down 23%, and Apple down 11%. Asus posted a smaller 7% drop in shipments. The research firm also expects PC shipments to fall another 27% in the fourth quarter, saying commercial demand is holding up better than consumer demand but still cannot offset the broader contraction.
By shipment volume, Lenovo led the market with 15 million units and a 26.3% share. HP shipped 10.3 million units, Dell 7.6 million, and Apple 5.6 million. Apple’s market share rose to 9.8% from 8.7% a year earlier, and Counterpoint said the MacBook Neo helped soften the decline. Analyst Minsoo Kang said higher memory and component costs pushed up system prices and led consumers to delay upgrades. David Naranjo said the industry is going through a structural adjustment as component costs, system pricing, and longer replacement cycles reshape the market. The report added that DRAM and NAND price increases may slow in the first half of 2027, while Micron said chip shortages could last until 2028.
Counterpoint Research said major personal computer vendors all posted double-digit sales declines in the third quarter of 2026, according to a report cited by ChainCatcher. HP fell 31%, Dell dropped 25%, Lenovo declined 23%, and Apple was down 11%. Asus recorded a 7% decline in shipments.
Counterpoint expects PC shipments to fall another 27% in the fourth quarter. The firm said commercial demand is stronger than consumer demand, but not enough to offset the broader market contraction.
Shipment volumes and market share
Lenovo shipped 15 million units in the quarter, giving it a 26.3% market share. HP shipped 10.3 million units, Dell shipped 7.6 million, and Apple shipped 5.6 million units. Apple’s share reached 9.8%, up from 8.7% in the same period last year. Counterpoint said the MacBook Neo helped ease Apple’s decline.
What analysts said
Counterpoint analyst Minsoo Kang said rising memory and component costs pushed up system prices, leading consumers to delay replacing their devices.
David Naranjo said the industry is entering a structural adjustment phase, with component costs, system prices, and longer replacement cycles reshaping the market.
Memory pricing and chip supply outlook
The report also said price increases for DRAM and NAND may slow in the first half of 2027. It also cited Micron as saying chip shortages could continue until 2028.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
