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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.

OpenAI Brings Unlimited Text Chats To Free ChatGPT Users

Unlimited Text Conversations Roll Out

OpenAI is removing limits on text-based conversations for all ChatGPT users, following the platform’s recent milestone of surpassing one billion weekly users.

The update introduces GPT-5.6 Luna as the default model for Free and Go users, replacing GPT-5.5.

New “Think” Button For More Complex Questions

Alongside unlimited text chats, Free and Go users will gain access to a new “Think” button, allowing them to use additional reasoning power for more complex queries.

OpenAI noted that separate usage limits will continue to apply to file uploads, image generation, voice features and other multimodal tools.

Faster Responses For Paid Subscribers

The update also brings improvements for ChatGPT Plus and Pro subscribers. They will receive access to GPT-5.6 Sol, an upgraded model designed for everyday tasks such as web research, planning, writing, decision-making and answering questions. According to OpenAI, the model delivers shorter, more robust responses.

The company noted that this version is separate from the GPT-5.6 Sol model used in Codex and Work, which remains unchanged. Plus and Pro subscribers will also receive a new thinking slider, allowing them to adjust how much reasoning the model applies before generating an answer, depending on the complexity of the task.

OpenAI Reports Fewer Errors

According to OpenAI’s internal testing, GPT-5.6 Luna produces 62% fewer factual errors than GPT-5.5 Instant, while GPT-5.6 Sol reduces factual errors by 68%.

The updated GPT-5.6 Sol model is available to Plus and Pro users starting today. The remaining features for Free and Go users will roll out throughout the week, with unlimited text chats and the new Think button becoming available next week.

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