Device Shipments Are Falling. Prices Are Rising. IDC Explains Why.
IDC's 2026 Device Demand Outlook — Direct from Computex Taipei
Memory costs are hitting devices hard. Units are down. Prices are up. But the story does not end there.
Bryan Ma, IDC's VP of Devices Research, maps where the opportunities are, where the pain is sharpest, and what AI means for the next wave of device demand. This excerpt gives you the framework.
What You'll Learn
Why units are falling while device revenue is rising
Which vendors are most exposed to memory price increases
What AI PCs are delivering today and where the gaps are
Why smart glasses are growing fast but volumes remain small
How physical AI is emerging as the next device demand frontier
What IDC's device forecasts say about 2026 and beyond
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