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IDC on Thursday sharply slashed its expectations for the PC and tablet markets, citing memory shortages, rising prices for 3D NAND, DRAM, and other components, and intensifying supply chain disruptions amid the AI sector boom. While unit shipments are expected to decline significantly year-over-year, higher average selling prices (ASPs) are projected to push total market value slightly upward.
The firm now expects global PC shipments to drop 11.3% in 2026 compared to 2025, a steep revision from the -2.4% decline projected in November 2025 and -8.9% in January 2026. In absolute numbers, this means PC sales will decline by 32.17 million units, from 284.7 million in 2025 to 252.53 million in 2026. To put the 32.17 million PC number into context: Apple shipped 25.6 million computers last year compared to 41.1 million systems for Dell.
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Tablet volumes are also set to contract, and IDC forecasts shipments to fall 7.6% this year. Last year, vendors shipped 151.9 million tablets (up 5% compared to the previous year), with Apple leading the pack by a significant margin. If the new IDC forecast holds, then this year the market will decline by 11.54 million to 140.36 million systems. To put the number in context, Apple sold 17.1 million iPads in Q4 2025, while Samsung sold just 6.4 million units.
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Even though unit shipments of PCs and tablets will decline, IDC expects market revenue to increase due to rising device prices. The firm estimates that the PC market will expand by 1.6% in value to $274 billion in 2026, while the tablet segment will grow by 3.9% to $66.8 billion.
"The era of bargain-priced PCs and tablets is behind us for now, as rising ASPs and component costs shift the market’s balance of power," said Jitesh Ubrani, research manager for IDC’s Worldwide Mobile Device Trackers. "Memory shortages will persist well into 2027. While we anticipate some easing of prices beginning in 2028, the market is unlikely to return to the pricing levels seen in 2025. Instead, we expect a new normal defined by structurally higher ASPs and a corresponding softening in long-term demand."
IDC noted that, at the time it compiled its forecast, the conflict in the Middle East had not yet escalated to its current level, adding another source of risk for global technology supply chains and economic development. Therefore, the analysts may revise their forecast downwards.
"The overall tech industry, as well as many others, continues to face uncontrollable headwinds that, when compounded, result in massive disruption," said Ryan Reith, group vice president, Devices and Consumer. "The lists of industry and geopolitical events that continue to grow is making decision‑making — and even survival in some sectors — nearly impossible. What has turned all of this from a million‑dollar question into a trillion‑dollar question is the complete uncertainty around when these pressures will subside."
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