Counterpoint Research reported that global PC shipments fell 21% year over year in Q3 2026, in line with IDC and Omdia data, while smartphone shipments hit a 14-year low. The decline came after more than two years of PC growth through Q2 2026, as higher prices for RAM, SSDs, and chips from Intel, AMD, and Qualcomm led to price increases and fewer affordable options. Counterpoint said Q3 2025 had included purchases ahead of the Windows 10 support deadline and tariff-related inventory adjustments, which added to the sharp drop. It expects global shipments to plunge 27% in Q4 2026 and remain broadly flat in 2027, and warned that stabilization should not be mistaken for recovery.
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• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/22/2026 | 348.22 |
| Change that session | +1.23% |
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