Apple emerged as one of the few bright spots in the global PC market during the second quarter of 2026. While worldwide computer shipments declined by 4% compared to the same period last year, the company recorded impressive growth, largely driven by strong demand for the MacBook Neo. According to market data from Counterpoint Research, global PC shipments fell to 65 million units, ending a period of steady recovery that had continued since early 2025.
The latest figures highlight a challenging environment for computer manufacturers. Rising component costs, cautious consumer spending, and higher retail prices combined to reduce overall demand across the industry. However, Apple managed to stand apart from many of its competitors.
MacBook Neo Drives Apple’s Growth
Apple increased its Mac shipments by 13% year over year, making it one of only two major brands to report growth during the quarter. Asus also posted a modest 4% increase, while leading PC manufacturers experienced declines. Dell’s shipments dropped 6%, HP recorded an 8% decrease, and Lenovo slipped by 2%. A comparison chart in the report also shows Apple and Asus as the only major vendors to achieve positive shipment growth during the quarter.
Industry analysts attribute much of Apple’s success to the MacBook Neo. The laptop launched with a competitive starting price of $599, attracting budget-conscious buyers looking for a capable and affordable Mac. Its value-focused positioning helped Apple reach customers who may have delayed upgrading during uncertain economic conditions.
Higher Costs Continue to Pressure the Market
Despite Apple’s strong performance, challenges remain across the broader PC industry. Manufacturers continue to face increasing prices for essential components such as RAM and storage. As companies pass these higher costs to consumers, many buyers have postponed purchasing new computers.
Apple has not escaped these pressures either. The report notes that the MacBook Neo’s starting price has already increased from $599 to $699, reflecting the broader rise in production costs. The company has also signaled that additional price increases could affect other products in the future.
Looking Ahead
Although the global PC market faces continued economic uncertainty, Apple’s latest results demonstrate that well-positioned products can still generate strong demand. If the company continues to balance performance, affordability, and innovation, it could maintain its momentum even as the wider PC industry works through ongoing market challenges.
