According to Chaoxiang Research, citing IDC data from Goldman Sachs on July 8, PC shipments in Q2 2026 reached 68.2 million units, a 4.9% year-over-year decline—the first drop after nine consecutive quarters of growth—primarily due to shortages in storage/memory components and high ASPs suppressing demand. The top five vendors showed significant divergence: Apple +10% (9.9% market share), ASUS +0.2% (7.4%), Lenovo -2% (24.4%), Dell -5% (13.6%), and HP -9% (19.1%). Goldman Sachs expects supply constraints to persist until early 2028, with shipments potentially declining further in H2 2026; major vendors, leveraging their supply chain management capabilities, will continue to capture market share from smaller players, driving continued industry consolidation.
Goldman Sachs: PC Shipments Decline 4.9% in Q2 2026 Amid Component Shortages
TechFlowShare
Summary
Goldman Sachs reported that PC shipments declined 4.9% in Q2 2026 to 68.2 million units, marking the first drop after nine consecutive quarters of growth. Component shortages and high average selling prices suppressed demand. Apple increased sales by 10%, capturing a 9.9% market share, while Dell and HP saw sharp declines. On-chain data suggests supply constraints will persist until early 2028. Larger vendors are expected to outperform smaller competitors. Altcoins to watch may respond to broader shifts in the technology sector.
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