Global PC shipments fell 4.9% year‑over‑year to 68.2 million units in Q2 2026, the first decline in more than two years. The top‑five vendor lineup stayed the same: Lenovo held 24.4% of the market, HP dropped 9% to 19.1%, Dell fell 5% to 13.6%, ASUS edged up 0.2% to 7.4%, and Apple surged 10.1% to capture 9.9% of sales.

Apple’s jump follows the launch of the Mac Book Neo and a price lift that matched industry inflation. While most rivals trimmed shipments, Apple’s higher‑priced model drove revenue higher, a trend IDC cites as a disconnect between units and dollars.

The downturn aligns with a global memory supply crunch and geopolitical tension, forcing vendors to raise prices faster than demand can keep pace. IDC warns that the trend may slow growth in the second half of 2026 and could blunt future upgrade cycles, even as interest in on‑device AI continues.

Consumers will find Apple’s Mac Book Neo attractive despite its premium, while the broader PC sector faces tighter margins and a race for market share among the few that can navigate the memory bottleneck.