US PC shipments fell 7.0% in 1Q26, forecasted to fall 14% in 2026
US PC shipments declined 7.0% in the first quarter of 2026, representing the steepest drop since 2023. Analysts forecast total shipments for the year could fall by 14% compared to 2025.
Background
Omdia is a technology research and advisory firm (formed by the merger of IHS Markit technology, Tractica, and others). It tracks hardware shipments as a proxy for market health.
- The "1Q26" date is a real published forecast, not a typo — Omdia uses calendar-year quarters, so 1Q26 refers to January–March 2026.
- A 7% year-on-year drop in US PC shipments (desktops, notebooks, tablets) is described as the steepest quarterly decline since mid-2023, when the post-pandemic demand hangover was peaking.
- Omdia forecasts a cumulative 14% decline for all of 2026, signaling that a rebound isn't expected soon.
- The decline is attributed to market saturation (most households and businesses already bought new PCs during the pandemic work-from-home wave) and lengthening replacement cycles, especially for consumer devices.
- Tariffs and trade policy uncertainty affecting import costs are also cited as dampening demand and complicating vendor inventory planning.