A new IDC report indicates slight year-over-year growth in the overall PC market for the first quarter of 2026, highlighting Apple’s substantial gains among its competitors.
Apple shipped 6.2 million Macs in Q1 2026, a 9.1% increase from the previous year. This rise has boosted Apple’s market share to 9.5%, compared to 8.9% in Q1 2025. Despite this growth, Apple remains ranked fourth in global traditional PC shipments.
Lenovo led the market with 16.5 million shipments and 8.6% growth, followed by HP, which shipped 12.1 million units but experienced a 4.9% decline. Dell recorded 10.3 million shipments, reflecting a 7.7% increase. ASUS outperformed its peers with a 17.1% year-over-year growth, achieving a 7.2% market share.
IDC noted that component shortages are starting to affect the PC market, which has resulted in declining growth trends across all regions. The firm predicts further decreases in PC shipments as system prices rise.
The report emphasized that “the strength of every PC vendor’s supply chain and ability to access core components, such as memory, will be tested.” Demand is expected to favor PC vendors that secure access to memory and have a diverse device portfolio.
Apple is facing limited availability of various Mac models, particularly those with higher RAM configurations. Some Mac Studio configurations are back-ordered by up to 5 months. Other models are also showing limited availability under specific configurations.
During its last earnings call, Apple expressed confidence in managing the impact of component shortages on margins. The company indicated that the effects of these shortages would be more pronounced in the March quarter.
Apple’s next earnings report is set for April 30, where the issue of component shortages will likely be a key discussion point.
