gaming

Counterpoint: Global PC shipments fall 4% in Q2 as memory costs bite

Counterpoint reports global PC shipments fell 4% year‑over‑year in Q2, the first decline since Q1 2025 and corroborating IDC data. Surging DRAM and higher component costs are constraining OEM production and weighing on consumer demand. OEMs are raising prices, trimming entry‑level configurations and prioritizing higher‑margin premium systems.

• Global PC shipments down 4% YoY in Q2
• DRAM price surge raises PC bill‑of‑materials and costs
• OEMs raising prices, cutting entry-level models, focusing on premium
• Lenovo -2%, HP -8%, Dell -6%; Asus +4%, Apple +13% (MacBook Neo)