Mainland China’s personal computer market grew by 11% year-on-year during the second quarter of 2026, although research firm Omdia expects shipments to decline across the full year as weaker consumer demand and supply pressures weigh on the market.
PC shipments reached 11.4 million units during the quarter, up from 10.2 million in the corresponding period of 2025. The result was driven by desktop computers, shipments of which increased 42% to 4.3 million units.
Notebook shipments declined by 2% to 7.1 million units, indicating that the overall market expansion was concentrated in desktop systems rather than broadly distributed across product categories.
Commercial demand provided much of the momentum, with shipments to business customers increasing 29%. Omdia attributed this growth partly to equipment replacement associated with China’s XinChuang, or Information Technology Application Innovation, initiative.
XinChuang supports the adoption of domestically developed information technology across government agencies, state-owned enterprises and other organisations. The initiative has contributed to demand for locally produced hardware, software and supporting technologies.
Consumer PC shipments fell by 2% during the quarter as the effect of government subsidies weakened and higher prices affected purchasing decisions. Omdia said inventory stockpiling by manufacturers and channel partners seeking to secure equipment before further cost increases helped limit the decline.
Despite the second-quarter growth, Omdia forecasts that mainland China’s PC shipments will fall by 6% across 2026, from 42.1 million units in 2025 to 39.7 million.
Consumer PC shipments are projected to decline by 10% to 21.6 million units. Commercial shipments are forecast to fall 4% to 13.8 million, while the government and education segment is expected to increase 16% to 4.3 million units.
The figures suggest that public-sector and institutional purchasing will provide some support for the market but will not fully offset weaker household and business demand.
Lenovo remained the largest PC supplier in mainland China during the second quarter, shipping 3.7 million units and securing a 32% market share. This represented shipment growth of 7%, although its market share declined from 34% a year earlier.
Huawei ranked second after increasing shipments by 82% to 1.8 million units. Its market share rose from 10% to 16%.
iSoftStone recorded 1.4 million shipments, an increase of 71%, giving the company a 12% share. Apple shipments increased 63% to 1.2 million units, lifting its market share from 7% to 10%.
Asus was the only company among the five largest suppliers to record a decline, with shipments falling 5% to 800,000 units. Its market share decreased from 9% to 7%.
Combined shipments from other vendors fell 26% to 2.5 million units, reducing their collective market share from 33% to 22%. The shift indicates increasing concentration among the largest suppliers, particularly vendors benefiting from China’s domestic technology policies and institutional purchasing programs.
The tablet market experienced a sharper downturn. Shipments fell 13% year-on-year to eight million units during the second quarter amid weaker demand and continuing supply constraints.
Huawei remained the largest tablet supplier with 2.1 million shipments and a 26% share, despite recording an 18% annual decline. Apple followed with two million units and a 25% share after shipments fell 10%.
Lenovo was the strongest performer among the leading tablet suppliers, increasing shipments by 63% to 1.2 million units and nearly doubling its market share from 8% to 15%.
Xiaomi shipments fell 37% to 700,000 units, while Honor declined 29% to 600,000. Other suppliers collectively shipped 1.4 million tablets, down 19%.
Omdia expects mainland China’s tablet shipments to decline by 10% across 2026, from 36 million units to 32.5 million.
