Goldman Sachs
May 11, 2026
PC Market Updated C1Q26 Industry and Market Share Data
Sector ReportEquitiesInformation Technology
The PC market grew 13% yoy in 1Q26, primarily fueled by record-high Average Selling Prices of $961. Dell significantly outperformed the market with 28% revenue growth, while IDC restated historical data to better capture China's non-OEM market.
Key Takeaways
- 1.The PC market grew 13% yoy in 1Q26, driven significantly by a 10% increase in Average Selling Prices (ASPs).
- 2.PC Average Selling Prices (ASPs) reached $961, the highest level in 23 years, as vendors pass on higher commodity and input costs.
- 3.Dell (DELL) outperformed major competitors with 28% yoy revenue growth, significantly exceeding market averages.
Table of Contents
- KEY NUMBERS
- Disclosure Appendix
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Regulatory disclosures
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
Katherine MurphyMichael Ng, CFAZorayda Montemayor
Securities
DELLHPQAAPL0992.HK
Themes
ASP-Led GrowthPremiumization in Consumer PCsRegional Divergence
Regions
Asia PacificEuropeNorth AmericaUnited StatesChinaJapan
