US PC shipments declined 7.0% in Q1 2026, the sharpest drop since 2023, as component supply constraints and surging memory prices weighed on the market. Omdia forecasts shipments to fall 14.4% for the full year, with rising costs putting pressure on vendor margins for entry-level devices and pushing up average selling prices across both consumer and commercial segments.
Those who saw it coming and also had capital available to act on it did so.