Lenovo, HP and Dell Shift Toward Enterprise Buyers, Lock In Memory Supply Through 2027
Wccftech, citing a report from ETNews, says Lenovo, HP and Dell are rebalancing their businesses toward enterprise customers while signing long-term memory supply agreements covering 2027, after a senior official said PC makers received only 70–80% of the DRAM and SSD volumes they requested in the first half of the year. The same official said procurement for next year should not be a problem, according to the report, which Wccftech labels a "plausible" rumor at 60%. Consumer demand has weakened as higher component costs pushed up PC prices: Wccftech cites Omdia estimates that global PC shipments fell 21% year over year in Q3 2026 with average selling prices up by double digits, and that shipments are expected to decline another 7% in 2027. Enterprise demand remains resilient, and Omdia figures cited in the article show AI PCs made up 48.3% of U.S. shipments in Q2 and are expected to exceed 50% in Q3, while PCs priced above $1,500 grew 36.8% in the same period.
The report indicates that AI-driven memory demand is reshaping the PC market, with vendors prioritizing higher-margin enterprise and AI-capable systems while consumer buyers face rising prices.
Major PC Brands Pivot To Enterprise Customers To Secure Profitability By Locking In Long-Term Memory Deals For 2027 As Soaring Prices Deter Consumers
Omar Sohail•Oct 20, 2026 at 03:50am EDT
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As always, the consumer will suffer