MacBook Neo Disrupts a PC Market in Decline, IDC Says
The global PC market is facing an 11.3% decline in shipments for 2026, exacerbated by a memory shortage. Despite a brief uptick in the first quarter, IDC predicts worsening conditions throughout the year. Apple's MacBook Neo has unexpectedly boosted notebook demand, prompting a revision of forecasts and increased competitive pressure on the PC ecosystem.
- ▪IDC forecasts an 11.3% decline in global PC shipments for 2026 due to a memory shortage.
- ▪The MacBook Neo, launched at $599, has driven stronger-than-expected demand in the sub-$700 notebook segment.
- ▪Rising memory costs are pushing many PC vendors toward higher-priced systems, while Apple has moved in the opposite direction.
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MacBook Neo Disrupts a PC Market in Decline, IDC SaysWednesday June 3, 2026 5:42 am PDT by Hartley CharltonThe global memory shortage that has already squeezed Mac mini and Mac Studio supply is now set to weigh heavily on the broader PC market, with IDC forecasting an 11.3% decline in global shipments for 2026. According to IDC's Worldwide Quarterly Personal Computing Device Tracker, conditions are expected to worsen progressively through the fourth quarter, when shipments are forecast to fall 20% year-over-year, with no meaningful relief expected before the end of 2027. Average selling prices are rising and PC manufacturers are struggling to maintain full product portfolios.
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