Omdia: US PC Shipments Grew 1.0% in 2Q26, While Full-year Market Forecast to Decline 10.7%
Informa TechTarget's research unit Omdia reported that US PC shipments (excluding tablets) grew 1.0% year-over-year in 2Q26 to 18.8 million units, but forecasts full-year 2026 shipments to decline 10.7%, with second-half volumes down 18.4%. Average US PC sell-in prices exceeded $1,000 for the first time, up 12.0% YoY on memory and storage supply constraints and premiumization, lifting US PC market revenue 13.1% despite muted unit growth; AI PCs accounted for 48.3% of quarterly shipments. Apple grew US PC shipments 32.1% to move into third place ahead of Lenovo, while Dell fell 8.8%, HP slipped 3.7%, and Lenovo rose 2.0%.
Key figures
- Asp 2q26
- >$1,000
- Asp growth 2q26 yoy
- 12.0%
- Fy2027 revenue forecast
- -6.0%
- Hp shipment growth 2q26
- -3.7%
- Fy2026 shipment forecast
- -10.7%
- Fy2027 shipment forecast
- -4.9%
- Acer shipment growth 2q26
- 12.8%
- Dell shipment growth 2q26
- -8.8%
- H2 2026 shipment forecast
- -18.4%
- Apple shipment growth 2q26
- 32.1%
- Market revenue growth 2q26
- 13.1%
- Us pc shipments 2q26 units
- 18801000
- Lenovo shipment growth 2q26
- 2.0%
- Ai pc share of shipments 2q26
- 48.3%
- Us pc shipment growth 2q26 yoy
- 1.0%
- Consumer segment fy2026 forecast
- -13.6%
- Education segment fy2026 forecast
- -2.6%
- Commercial segment fy2026 forecast
- -9.3%
- Government segment fy2026 forecast
- -19.2%
AI analysis
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