Jon Peddie Research reports that worldwide PC client CPU shipments fell to 60.8 million units in Q3’26, down -3.4% from the previous quarter and -6.5% from a year earlier. Integrated GPU shipments declined to 54.9 million units, down -3% sequentially and -3.8% year over year. Server CPU shipments reached 8.13 million units, continuing their upward trend.
The client market weakened after Q2’s inventory rebuilding. Intel’s client computing segment reported $8.1 billion in revenue, down -5% year over year and approximately -9% from Q2’s $8.88 billion. CFO Dave Zinsner expects the PC slowdown to continue through at least the first half of 2027, which may keep OEM inventories lean.
The desktop market declined -13% year over year, while notebook CPU shipments fell -4%. The DIY channel remained weak after gamers advanced purchases into Q4 2025 ahead of anticipated memory and SSD price increases. Intel continued ramping Panther Lake, while AMD expanded Ryzen AI Max Pro 400 systems.
