Global PC shipments to fall 12% in 2026 as memory and storage costs soar – Omdia

Global PC shipments are set to drop 12% in 2026 as the industry runs into tight supplies of memory and storage, according to research firm Omdia. Since the first quarter of 2025, the cost of mainstream memory and storage configurations in PCs has increased by roughly $90 to $165, putting pressure on manufacturers and buyers.

Omdia links the expected shipment decline to these higher component costs and broader supply constraints in the memory and storage markets. The firm says the rising bill of materials is forcing PC makers to reassess product plans and pricing, which is expected to feed directly into weaker demand in 2026.