IDC Predicts Significant Decline in PC Market Due to Memory Shortage
TL;DR
Demand for artificial intelligence infrastructure is significantly impacting the computer market, with IDC forecasting PC shipments to drop by 8.9% by 2026 due to rising memory costs.
Current PC Market Outlook
The demand for artificial intelligence (AI) infrastructure is significantly impacting the computer market. The International Data Corporation (IDC) report indicates that PC shipments could fall by as much as 8.9% by 2026 due to rising memory costs.
Causes of Rising Memory Costs
IDC explains that memory manufacturers are prioritizing the production of memory used in AI data centers, such as High Bandwidth Memory (HBM) and DDR5, over options used in smartphones and PCs. This shift has led to an increase in the prices of available memory.
Impact on PC Prices
This shortage has caused PC manufacturers, such as Framework, to already implement price increases on their products. IDC predicts that prices may increase between 6 to 8% in 2026 if the pessimistic scenario materializes.
Consequences for the Smartphone Sector
The effect of the memory shortage extends beyond PCs. IDC suggests that the average price of smartphones may also rise between 6 to 8%, with a possible decline of 5.2% in shipments of this device.
Adaptability of Major Companies
Companies like Apple and Samsung have the financial resources to better cope with short-term price increases, thanks to long-term supply contracts. However, other companies without such a structure will face a more difficult and less innovative scenario.
Final Considerations
The memory shortage and rising prices may shape the future of the technology market, limiting supply and innovation. Rapid adaptation by companies will be crucial to navigate these challenges and continue to serve consumers in a changing economic environment.
Content selected and edited with AI assistance. Original sources referenced above.
