In the second quarter of 2026, Apple distinguished itself as the only major PC manufacturer to achieve significant growth in shipments, according to recent data. While the global PC market experienced a 4.9% year-over-year decline, dropping from 71.7 million units in Q2 2025 to 68.2 million units in Q2 2026, Apple’s Mac shipments increased by 10.1% during the same period.
Despite this overall market downturn, the ranking of the top five PC vendors remained consistent. Lenovo maintained its leading position with a 24.4% market share, despite a 2.1% decrease in shipments. HP followed with a 19.1% share, experiencing a 9% decline, while Dell held a 13.6% share with a 5% drop in shipments. Apple secured the fourth spot with a 9.9% market share, and ASUS rounded out the top five with a 7.4% share, marking a slight 0.2% increase in shipments.
Apple’s growth is attributed to the successful launch of the MacBook Neo. Although the company adjusted its pricing in response to broader market trends, it effectively navigated the challenges posed by the ongoing memory supply shortage and escalating component costs.
The overall decline in the PC market is largely due to persistent memory shortages and subsequent price increases. Additionally, geopolitical tensions have further complicated supply chains, contributing to the market’s contraction. Analysts note a disconnect between unit shipments and revenue, as vendors implement price hikes that outpace the decline in demand. This trend suggests a potential slowdown in growth rates for the latter half of 2026, with expectations of continued price increases into 2027.
Looking ahead, sustained price pressures may impact PC upgrade cycles, even as interest in on-device AI processing grows. The current market conditions could also lead to larger PC manufacturers gaining more market share, as smaller competitors struggle with supply chain challenges.
Apple’s ability to achieve growth in a declining market underscores its strategic positioning and product appeal. However, the broader industry’s challenges highlight the need for adaptability and innovation to navigate the evolving landscape.
