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Global PC Shipments Edge Up In Q1 2026 Amid Rising Component Costs

Robust Growth In Global PC Shipments

Global shipments of desktops, notebooks, and workstations increased by 3.2% year-on-year in Q1 2026, reaching 64.8 million units. Notebooks, including mobile workstations, rose by 2.6% to 50.8 million units. Desktop shipments increased by 5.4% to 14.0 million units.

Accelerated Orders Amid Supply Chain Concerns

Omdia attributes shipment growth to vendors and channel partners accelerating orders ahead of expected component cost increases. Ongoing Windows 10 replacement cycles and new product launches from Windows manufacturers and Apple supported shipment volumes. Early ordering reflects efforts to manage costs and secure supply.

Rising Component Costs And Margin Pressures

Ben Yeh, Principal Analyst at Omdia, said that rising memory and storage costs are expected to increase further starting in Q2. Higher component prices are likely to pressure margins and lead to price adjustments across the supply chain. Demand linked to AI data center expansion has affected component availability. CPU prices are projected to increase by 10% to 25% by Q2, adding to cost pressures.

Firm Regional And Vendor Dynamics

Vendors are accelerating shipments to secure revenue and margins before further cost increases. Channel partners in North America have increased inventory levels. Japan shows signs of slowing demand following high shipment volumes in previous periods and rising costs in the education sector. Reduced policy-driven demand after 2025 may contribute to lower shipments in 2026.

Vendor Performance: Leaders And Challengers

Lenovo reported 16.5 million units shipped, up 8.7% year-on-year, with over 25% market share. HP shipped 12.1 million units, down 4.9%, reflecting weaker demand in Europe and the United States. Dell shipments increased by 7.8% to 10.3 million units. Apple held an 11% market share, supported by MacBook Air sales and new product launches. Asus shipped 4.6 million units, reaching a 7.1% market share.

Google Sets New Android App Rules To Cut Memory Use

Google is introducing new quality requirements for Android apps as developers face tighter constraints on device memory and broader hardware supply pressures.

The company announced two new requirements this week. One focuses on reducing apps’ memory use and improving code efficiency, while the other requires apps to restore users’ sign-in status when they move to a new Android device.

Google Sets New Memory Performance Rules

Google said the mobile industry is facing “significant hardware supply constraints that are altering device memory availability,” which could affect app performance and the user experience.

Under the new rules, developers will need to meet thresholds covering areas including dynamic memory and bitmap usage. Additional code optimisation requirements are designed to reduce slowdowns and crashes linked to excessive resource use.

Google is also rolling out tools that alert developers when their apps exceed the new limits. More diagnostic features are planned later this year, including deeper analysis through Android’s Memory Limiter, which restricts excessive memory use.

Developers have until February 2027 to comply with the new standards, according to Google’s Android Developer documentation.

Zero-Tap Sign-In Requirement Starts In 2027

A separate requirement will apply to all apps distributed through Google Play. By April 2027, apps that use optional or mandatory sign-ins must automatically restore a user’s sign-in state when they move between Android devices.

The feature will rely on Android’s Restore Credentials API, which is designed to transfer sign-in credentials during device migration without requiring users to log in again.

Google said the new standards are intended to help developers maintain app performance and simplify device transitions as device specifications and memory availability change.

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