IDC and Omdia, two major analyst firms, recently released independent reports showing massive year-over-year drops in global PC shipments in Q3 2026. IDC shows a slightly rosier 20.1% decline compared to Q3 2025, whereas Omdia reports a 21.2% decline.

Breaking that down, Omdia notes that desktop shipments dropped 23.5% and laptops 20.6% to arrive at the average.

This decline is not normal. As IDC notes, Q3 almost always beats Q2, but this year, it's dropped by 9.1% sequentially.

Is there a need to panic? Probably not, at least not more than the new normal, as RAM and storage shortages have pushed prices beyond what many users are willing to pay. Let me explain.

Both analysts agree that the sharp drop in global PC shipments is due to vendors and supply channels buying up stock earlier in the year. IDC's Jitesh Ubrani says it's the result of "strong first half pull-in" which has "thrown off the usual seasonality".

Despite the RAM and storage crisis already digging its claws into the market in Q1 2026, global PC shipments actually rose by 3.2% on the back of panic buyers, Windows 10 upgraders, and advance vendor stockpiling.

It wasn't until Q2 2026 that global shipments finally dropped year-over-year, this time by 4%. Again, much of the PC market was kept afloat by vendors and supply channels padding out their inventories before prices went any higher.

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