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Dell Reclaims US Market Lead Following a 21 Percent Drop in HP Shipments

Dell Reclaims US Market Lead Following a 21 Percent Drop in HP Shipments
Photo by Its me Pravin / Unsplash

According to the latest report from research firm Omdia, US PC shipments experienced their steepest annual decline since 2023, plummeting 7 percent year-over-year to 15.8 million units in the first quarter of 2026. The market downturn is heavily driven by intense AI infrastructure demand, as Big Tech companies divert massive amounts of DRAM and NAND flash memory production capacity toward AI servers. This has triggered a severe component supply crunch, inflating component prices and crushing manufacturer margins on budget devices—causing shipments of entry-level PCs priced below 500 dollars to plunge by 18.7 percent. Amidst the contraction, the vendor landscape reshuffled dramatically: HP suffered a brutal 21.6 percent shipment collapse, allowing Dell to reclaim the number one spot in the US with a 25 percent market share, closely followed by Lenovo.

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