Omdia: US PC shipments rise 3% in Q4, but 2026 seen down 13%

Reuters03-30
Omdia: US PC shipments rise 3% in Q4, but 2026 seen down 13%
  • Omdia data showed US PC shipments excluding tablets rose 3% in Q4 2025 to 18.2 million units, reversing two straight quarters of annual declines.
  • Full-year 2025 shipments increased 3% to 71.5 million units, supported by Windows 11 commercial refresh cycle.
  • Forecast for 2026 called for 13% drop to about 61.9 million units, citing constrained memory and storage supply.
  • Memory and storage costs rose 40%-70% since start of 2025, with mainstream component costs expected to rise at least 60% in Q1 2026.
  • Vendor rankings in Q4 showed HP held top spot with 25% share, while Dell gained to 24.6% share on 22% growth.


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