Sources: Dell alerts customers to 15-20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026
Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze.
Global PC shipments rose 6.7% YoY in Q1 2025 driven by anticipation of US tariffs and growing adoption of AI PCs; Apple rose 17% YoY and Lenovo jumped 11% YoY
• The global PC market's shipments rose 6.7% YoY in Q1 2025, driven by pull-ins in anticipation of US tariffs and growing adoption of AI-enabled PCs.
Companies and customers say the cost of renting cloud services using Nvidia's A100 and H100 chips is lower in China than in the US despite the export controls
$6 per hour for eight Nvidia A100 GPUs Shrilekha Pethe / TipRanks Financial : Nvidia's (NASDAQ:NVDA) AI Chips Flood China Despite U.S. Export Ban Stephanie Palazzolo / The Information : Musk's Rivals ...
Lenovo survey of 750 CIOs: 96% expect increased AI investment in the next 12 months and 42% don't expect to show return on AI investments for the next two years
Vlad Savov / Bloomberg :
IDC: the global PC market grew 1.5% YoY in Q1 2024 to 59.8M shipments, despite weaker demand in China, following two years of decline
but you might still want to hold off buying one Michael Potuck / 9to5Mac : Macs lead global PC growth as shipments return to pre-pandemic levels Chris Barylick / O'Grady's PowerPage : Apple posts stro...
At Computex, Lenovo, Samsung, Acer, and more bet on OLED displays to revive PC sales, despite higher component costs; Samsung has 99%+ of the OLED laptop market
Vlad Savov / Bloomberg :
Global PC shipments declined 15% YoY to 74.3M units in Q3 2022; Lenovo, HP, and Dell declined YoY by 16%, 28%, and 21%, respectively, while Apple was up 40%
Declines continued for the traditional PC market as global shipments totaled 74.3 million units during the third quarter of 2022 …
Global tablet shipments grew 3.2% YoY to 168.8M in 2021; Apple had 34.2% market share, Samsung had 18.3%, Lenovo had 10.5%, Amazon had 9.5%, and Huawei had 5.7%
Worldwide tablet shipments reached 46 million units during the fourth quarter of 2021 (4Q21), posting a decline for the second time since the pandemic began in 2020.
Q2 2021: global PC shipments totaled 71.6M, up 4.6% YoY, following Q1's record 35.7% YoY growth; Lenovo holds 24.1% marketshare, followed by HP, Dell, and Apple
Growth Rate Slowed, Tempered by Impact of Ongoing Semiconductor Shortages — Worldwide PC shipments totaled 71.6 million units …
In Q4, Gartner estimates global PC shipments grew 2.3% to 70.6M units; IDC estimates 4.8% growth to 71.8M units; both say Lenovo and HP lead PC shipment growth
After years of bad news, the PC market has a reason to celebrate before computer makers start shipping 5G and dual-screen devices.