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IDC: Q3 2026 PC shipments fall 20.1% on pull-in hangover and supply constraints; Lenovo down 22.6%, Dell down 25%
IDC's preliminary data show worldwide PC shipments fell 20.1% year over year to 62.7 million units in Q3 2026, which it attributed to continued supply constraints and an inventory pull-in earlier in the year as vendors and channels stocked up ahead of memory-driven price hikes. Lenovo shipped 14.9 million units, down 22.6%, Dell Technologies 7.6 million, down 25.0%, and Apple's shipments fell 11.3%.
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Q3 delivered the widely expected PC downturn, with supply constraints, high price points, and logistical disruption eroding the usual seasonal lift BOSTON, October 8, 2026 – Worldwide PC shipments fell 20.1% year over year in Q3 2026 to 62.7 million units, according to preliminary results from IDC Research (IDC), the second consecutive decline and a deeper one than the 3.8% drop in Q2. Shipments also slipped 9.1% sequentially, upending the usual pattern in which Q3 outpaces Q2. Continued supply constraints and the inventory pull-in earlier in the year, as vendors and channels rushed to stock u…