China smartphone market and industry, 2Q 2026
China smartphone market and industry, 2Q 2026: 2H26 shipments to drop by over 30% YoY
Personal Computing Research
The Personal Computing Report provides structured analysis of the technologies, products, and markets shaping the future of personal computing. Coverage includes AI PCs, notebooks, desktops, tablets, and client computing platforms, examining how artificial intelligence, hardware innovation, and software ecosystems are transforming user experiences.
The report tracks product developments, processor platforms, operating systems, supply chain trends, and market performance across consumer and enterprise segments. It serves as a practical reference for understanding the evolution of personal computing and the opportunities driving future growth.
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Notebook shipment update, May 2026
In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.
Global smartphone industry, 1Q 2026
Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY
Notebook shipment update, April 2026
Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.
From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents
Lightweight and affordable smart glasses are gradually becoming popular, with related brands and third-party developers integrating AI agents onto the mobile devices.
China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook
Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year.
Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook
Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.
Notebook shipment update, February 2026
February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month.
Notebook shipment update, January 2026
Memory price surge and CPU shortages led the global top five notebook brands' shipments to slump nearly 40% month-on-month in January 2026.
Global smartphone industry, 4Q 2025
Global smartphone shipments reached 338.5 million units in the fourth quarter of 2025, with an estimated year-over-year decrease of 4.2% in the first quarter of 2026.
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