ChainCatcher 消息，市场研究机构 Counterpoint Research 数据显示，2026 年第三季度主要个人电脑厂商销量均出现两位数下滑，惠普下降 31%，戴尔下降 25%，联想下降 23%，苹果下降 11%。该机构预计，第四季度个人电脑出货量将再降 27%，商业需求好于消费需求，但不足以抵消整体萎缩。
出货量方面，联想为 1500 万台，市占率 26.3%；惠普为 1030 万台；戴尔为 760 万台；苹果为 560 万台，份额 9.8%，高于去年同期的 8.7%，MacBook Neo 缓解了下滑。华硕出货量降幅为 7%。
Counterpoint 分析师 Minsoo Kang 表示，内存与组件成本推高系统价格，消费者推迟换机。David Naranjo 称，行业进入结构调整，零部件成本、系统价格和更长换代周期正在重塑市场。报告还称，DRAM 与 NAND 涨幅或在 2027 年上半年放缓，并引美光称芯片短缺或持续到 2028 年。
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