AI PCs to Reach 59% Share in 2026 as Dell Raises Notebook Prices 25%
Global PC shipments are forecast to fall 10% in 2026 to 257 million units while AI-capable PCs are projected to reach 150 million units (59% penetration), underpinning robust premium segment demand. Dell has increased high-end notebook prices by up to 25% to offset soaring DRAM and NAND costs, bolstering potential margin resilience.
1. Industry Forecast and AI PC Adoption
Global PC shipments are expected to decline by 10% in 2026 to 257 million units, driven by higher component costs and a cooling replacement cycle. Goldman Sachs projects AI-capable PCs will account for roughly 59% of shipments (150 million units) in 2026, rising to 81% by 2028, highlighting strong premium demand.
2. Dell's Pricing Strategy and Margin Outlook
In response to a surge in DRAM and NAND prices, Dell has raised prices on its high-end commercial notebooks by up to 25%. This move aims to preserve gross margins by leveraging its edge computing and AI-ready hardware portfolio amid elevated material costs.