Global PC shipments fell 20.1 percent, the steepest decline in three years, with analysts warning it may mark the start of a new downturn.
New shipment data shows a 20.1 percent year-over-year decline in global PC sales, the sharpest drop since Q1 2023. Analysts tracking the market warned the current decline could be the beginning of a new downward cycle rather than a one-quarter blip.
The slump coincides with tightening memory supply and rising component costs tied to AI data center demand, which is squeezing margins across the PC supply chain at the same time demand is softening.
A hardware downturn colliding with an AI-driven memory shortage is a margin squeeze from both ends for PC OEMs and retailers. Operators selling into enterprise IT refresh cycles should expect longer sales cycles and price sensitivity through 2027.
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