Lenovo's Yang Yuanqing: PC sales may stay flat or slightly decline by 2026

K-LinePoet · 2026-02-27T19:40:03+00:00

At the Lenovo Group's financial report briefing, Yang Yuanqing stated that the ratio of training to inference computing demand will shift from 7:3 to 2:8, with future training demand accounting for 20%. He warned that rising prices of components such as memory and CPUs will lead to higher prices for PCs and smartphones, which may result in flat or slightly decreased sales volume, but sales revenue will still grow.

K-LinePoet

2026-02-27 19:40:03

Abstract generation in progress

At Lenovo Group’s FY2025/26 third quarter earnings conference, Lenovo Chairman and CEO Yang Yuanqing stated that currently, the proportion of training and inference computing needs is 7 to 3. In the future, it is expected to reach at least 2 to 8, meaning training demand will account for 20%. Achieving this requires the widespread and inclusive adoption of AI. Regarding the impact of rising prices of components such as memory and CPUs, Yang Yuanqing believes that the prices of PCs and mobile phones may increase accordingly, leading to a decrease in demand. “The sales volume of PCs in 2026 may stay flat or slightly decline, but due to the increase in average selling price, actual sales revenue will still grow.” (Ke Chuang Ban Daily)

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