The latest data released by Omdia shows that,In the first quarter of 2026, global PC shipments reached 64.8 million units, a year-on-year increase of 3.2%.Broken down, notebook shipments increased by 2.6% year-on-year to 50.8 million units; desktop shipments performed better, increasing by 5.4% year-on-year to 14 million units.
This increase is not accidental. It is mainly due to manufacturers and dealers stocking up in advance for fear of rising component prices later. In addition, Windows 10 replacement is still continuing, and companies are updating their computers. In addition, the concentrated release of new Apple and Windows-related products in the spring has also boosted sales.
Among major brands,Lenovo is the leader, shipping 16.5 million units in the first quarter, a year-on-year increase of 8.7%, and its market share exceeds 25%, equivalent to one out of every four PCs sold is Lenovo.
On the other hand, although HP ranked second, its shipments fell by 4.9% year-on-year to only 12.1 million units, mainly because it did not perform well in the European and American markets.
Both Dell and Apple performed well. Dell shipped 10.3 million units, a year-on-year increase of 7.8%. Apple relied on the stable sales of MacBook Air and new product distribution, and its shipments also increased by 5.4%, with its market share reaching 11%.
ASUS also had double-digit growth, with shipments of 4.6 million units and a market share of 7.1%.
However, there are also hidden worries in the industry, and the pressure on the supply chain is increasing.Starting from the second quarter, memory and storage costs will rise faster, and CPU prices will also rise by 10%-25%. Manufacturers' profits will be compressed, and the costs may be passed on to consumers.
Moreover, the construction of AI data centers has grabbed a lot of memory and storage resources, and subsequent growth of the PC market may slow down.
