Omdia's latest report indicates that in the first quarter of 2026, US PC shipments (excluding tablets) fell by 7% year-on-year, totaling 15.8 million units, representing the largest annual decline since the third quarter of 2023. This downturn was primarily driven by component supply constraints and cost pressures stemming from significant price hikes in PC memory and storage, while also reflecting how the early adoption of the Windows 11 upgrade cycle pre-empted some short-term demand in the commercial market.
