Particle.news
Download on the App Store

IDC Slashes 2026 PC Outlook as Memory Squeeze Deepens

IDC says AI infrastructure demand is diverting DRAM and NAND to servers, keeping supply tight through 2027.

Overview

  • Global PC shipments are now forecast to fall 11.3% in 2026 compared with 2025, a sharp downgrade from earlier IDC projections.
  • Despite fewer units, IDC expects the PC market’s value to rise to about $274 billion in 2026 due to higher average selling prices.
  • Tablet shipments are projected to drop 7.6% this year, with total tablet market value estimated at $66.8 billion.
  • IDC anticipates some price relief beginning in 2028, but analysts do not expect a return to 2025 pricing levels.
  • The forecast was finalized before the recent Middle East escalation, which IDC notes could further strain supply chains and force additional downgrades; industry reports already cite manufacturers raising prices and scaling back lower‑end models.