New Omdia research shows that US PC shipments (excluding tablets) grew 1.0% year-over-year (YoY) in 2Q26 to 18.8 million units, returning to growth following a 7.0% decline in 1Q26. Growth was driven by demand being brought forward as retailers and channel partners secured inventory ahead of price increases resulting from memory and storage supply constraints. Average PC sell-in prices in the US exceeded $1,000 for the first time, up 12.0% YoY. However, the return to growth is expected to be short-lived, with Omdia forecasting US PC shipments to decline 10.7% for the full year and 18.4% in the second half of 2026.
Component constraints influence market dynamics in 2Q26
The US PC market faced sustained supply pressure in 2Q26 – primarily from DRAM and NAND constraints contributing to higher PC prices. PC OEMs maximized available volumes, while retailers and channel partners increased inventory to mitigate anticipated cost increases and secure supply. Looking further ahead, Omdia forecasts US PC shipments to decline a further 4.9% in 2027.
Premiumization and component costs drive double-digit ASP growth
The same trend was visible across the US channel, with Best Buy, CDW, and Insight Enterprises each reporting that higher computing selling prices helped offset softer unit volumes in their most recent quarters.
Rising component cost had the greatest impact on entry-level systems. Shipments of PCs priced below $699 dropped 6.5%, while shipments of PCs priced above $1,500 increased 36.8%, reflecting a shift toward premium products. Growth in AI PCs also contributed to higher ASPs, with AI PCs accounting for 48.3% of US PC shipments during the quarter and forecast to exceed 50% for the first time in 3Q26.
ASPs are forecast to continue rising in early 2027. However, higher prices are not expected to offset declining shipment volumes, with total US PC market revenue projected to decline 6.0% in 2027.
Read the full press release here.
