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World of Software > Mobile > memory and storage can stop them in 2026
Mobile

memory and storage can stop them in 2026

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Last updated: 2026/01/14 at 12:24 PM
News Room Published 14 January 2026
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memory and storage can stop them in 2026
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Las Total computer sales grew by 9.1% in the last quarter of 2025 up to 74 million units, which according to Omdia raised equipment sales throughout the year to 278.7 million units, 9.1% more than those reached in 2024. But this scenario may change in 2026, and sales may slow down and worsen, as several forecasts already indicate, due to supply and Price problems for memory and storage.

Those registered in laptop computers, including workstations, reached 57.8 million units in the fourth quarter of 2025, and 219.7 million for the entire year. This represents a 7.5% growth in sales last year. In addition, desktop computers, including workstations, reached 16.3 million units in the last three months of 2025. In total, 59.1 million units of desktop computers were sold in 2025, 14.5% more than the previous year.

Overall, the performance of the personal computer market in 2025 was good, but the supply of memory and storage was reduced. Furthermore, starting in the middle of the year the prices of both components began to show signs of rising.

Last December, computer suppliers began to signal and specify their expectations for price increases. This, together with the impossibility of guaranteeing sufficient supply, has already slowed down the forecasts for 2026. In fact, according to Ben Yeh, Omdia Analyst«between In the first and fourth quarters of 2025, memory and storage costs for conventional personal computers increased by 40% to 70%, resulting in increased costs that were passed on to customers. Given supply shortages in 2026, the industry is emphasizing high-end references and simpler mid- and low-end configurations to protect margins.s».

Yeh also highlighted that in 2026, with demand for device replacement still showing no decline, supply pressures will be even clearer, and supply will not be able to fully meet demand. In this framework, for him, sales performance will depend on the purchase of memory and storage by suppliers, as well as their negotiation skills. In addition, it points out that its track record and credibility with suppliers will be decisive in determining its success during these years.

On the other hand, according to an Omdia survey carried out last November to various B2B partners about what they thought about the behavior of their PC business in 2026 when compared to 2025, 57% then anticipated that it would grow this year.

In 2025, Lenovo was the leader in computer salesboth sequentially and throughout the year. In the fourth quarter of 2025, its equipment sales grew by 14.4%, and it closed the year with 71 million units sold, 14.6% more than in 2025. In second place was HPwith 15.4 million units sold between October and December 2025.

Dellin third place, had the best quarter of all of 2025 last quarter, with a year-on-year increase in equipment sales of 18%, and annual sales of 41 million units, 5% more than the previous year. Applein fourth place, increased its sales by 16.4% throughout the year and reached 28 million units. Asusin fifth position, sold 5.3 million devices in the last quarter of 2025, which is 7% more, and 20 million throughout the year.

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