Global PC Shipments Fall, Yet Manufacturers Rake in More from High-Priced AI Computers
9 hour ago / Read about 0 minute
Author:小编   

In 2026, the global personal computer market will present a seemingly paradoxical situation: while shipments are on the decline, manufacturers' revenue is set to rise. This transformation is mainly fueled by the memory chip shortages stemming from the construction of artificial intelligence infrastructure, which has subsequently driven up the prices of complete computer systems. Despite the anticipated drop in shipments, Goldman Sachs forecasts that the decline in global PC revenue will be relatively modest. The key factors contributing to this are the rising average selling prices and upgrades in the product mix. AI PCs, representing a structural growth avenue, are expected to witness a swift surge in both their shipment and revenue shares.