According to IDC, global PC shipments fell 4.9% YoY to 68.2 mln units in Q2
2026, the first quarterly decline after nine quarters of growth. The reversal
was driven by ongoing memory chip shortages that prompted vendors to front‑load
inventory. China shipments were 9.92 mln units, down 1.6% YoY, outperforming the
global trend as rising memory prices were offset by firm commercial, government
and large‑enterprise demand.