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リーディングビュー

Q3 2026 Was Historically Bad For PC Shipments

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著者: BeauHD
PC shipments fell 20.1% year over year to 62.7 million units in the third quarter of 2026, the worst Q3 decline IDC has recorded. "The top three PC makers -- Lenovo, Dell, and HP -- also saw their shipments fall by over 20% year over year," reports PCMag. From the report: "If looking at all quarters, then we have seen other quarters in recent years with larger declines, such as 2022Q4, which was -28.2%, and 2023Q1, which was -28.7%. Both were coming off pandemic highs," IDC Director Jitesh Ubrani told PCMag in an email. The numbers aren't a great sign, since third-quarter PC shipments usually outpace those in the second quarter as vendors introduce new products ahead of the holiday shopping season. Instead, PC shipments were at 62.7 million units, down 9.1% from the previous quarter. [...] Of course, the downturn isn't a surprise. IDC and other research firms have warned that the ongoing AI-driven memory shortage threatens to sap demand for PCs and phones due to soaring memory and storage costs. "What we're seeing is the result of the strong first half pull-in. Vendors and channels loaded up on inventory early in the year to get ahead of [memory-related] price hikes, and that has thrown off the usual seasonality, where Q3 is typically larger than Q2," Ubrani said in a report covering IDC's preliminary estimates for the quarter. In one bright spot, Ubrani said vendors and retailers might cut prices to generate interest and clear out products they have in stock. "Channels are now worried about carrying too much inventory into a market where high prices are suppressing demand. That could translate into promotions and some short-term relief for consumers, but we don't expect pricing anywhere near what it was a year ago. Prices will remain elevated," he added.

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Raspberry Pi Shares Its Official Tutorial For Making a Cyberdeck

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著者: BeauHD

🤖 AI Summary

Raspberry Piは、再流行中の自作ポータブルコンピューター「サイバーデック」の組み立て方法を説明する公式ガイドを公開しました。この指南では、Raspberry Pi 5、キーボード、バッテリー、およびPelican型ケースを使用します。

この動きは、再流行中の自作ポータブルコンピューター(サイバーデック)のトレンドに対応したものだと言います。ザ・ヴェージュによると、Raspberry Piのソーシャル担当責任者、Ashley Whittakerは「今年サイバーデックには目が離せない」と述べています。

また、Raspberry Piは今やRAMなどの部品価格の上昇により複数回価格を上げているため、この Growing Market に対する支援も期待されています。同社の公式ガイドに含まれる16GB版のRaspberry Pi 5は、4月に100ドル値上がりし、元々の価格の約83%になりました。

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Raspberry Pi 4型3GBが発売され、価格も再び上昇
トランプ政権はH-1Bビザ取得者に対して10万ドル以上の手数料を求める方針に移行
Raspberry Pi has published an official guide for building a cyberdeck, leaning into a viral trend of homemade portable computers built from repurposed cases, purses, and other oddball hardware. The guide uses a Raspberry Pi 5, keyboard, battery, and Pelican-style case. The Verge reports: Raspberry Pi's head of social, Ashley Whittaker, acknowledged the cyberdeck trend today, saying "we haven't been able to get away from cyberdecks this year." Raspberry Pi has also increased its prices multiple times this year due to rising costs for RAM and other components, which could be another reason to support this growing market of active and would-be hobbyists. The 16GB version of the Raspberry Pi 5 included in the company's official cyberdeck guide got a $100 price hike in April, nearly as much as the board's original $120 price.

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PINE64 Halts Linux Device Production Amid DRAM and EMMC Shortages

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著者: BeauHD

🤖 AI Summary

PINE64 は、DRAM や eMMC の不足により、Linux 関連デバイスの生産を今後近くの将来において計画していないと発表しました。既存の PineNote および PineTab2 在庫は約3ヶ月で尽きる可能性がありますが、PineTime, PineVoice, Pinecil の生産は通常通り行われます。生産再開は2027年中頃以降の部品価格に依存するとともに、Linux 関連デバイスについての将来の見通しは不確定です。ただし、PineStore にはMCUpowered デバイスが豊富で、今後も新製品が発表される予定です。
BrianFagioli writes: PINE64 has some very bad news for Linux hardware fans. PINE64 says it has no plans to produce additional Linux devices in the near future because of the ongoing DRAM and eMMC shortage. Future production will depend on component pricing after mid 2027, while existing PineNote and PineTab2 inventory could run out in roughly three months. The company says PineTime, PineVoice, and Pinecil production will continue as usual, but the outlook for its Linux hardware is much less certain. "That's it for this post, all in all it's a bit bleak for the Linux devices, but in the meantime PineStore still have a great lineup of MCU powered devices which will continue to expand with more exciting devices," the company said.

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RAMageddon? 2027 Memory Capacity Reportedly Sold Out

🤖 AI Summary

RAM市場に深刻な変化が予想されます。韓国サムスン、SKハイニク、マイクロナントレーディングの三社は2027年のメモリ生産能力を全てificial Intelligence (AI)企業に売り切ったと報告されています(企業側は確認していません)。これにより、未製造品も含む5年間の長期購入契約により多くの企業が予約しており、今後数年で供給量が増えなければ、RAM価格は上昇し続けるでしょう。

また、NANDストレージの需要も増加していますが、供給量が完全に埋まる前にいくつかの企業が供給を確保しているため、SSD価格の上昇傾向が持続しそうです。これらの状況は、ユーザーにとってRAM不足と高価格が続く可能性があることを示唆しています。

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IGN reports: [A] new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to, you guessed it, AI companies. According to a report from Digitimes and spotted by TweakTown, all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have not yet confirmed this to be the case.) Of course, that only means that retail prices are going to go up even further in the near future. Selling through all the capacity for next year would be bad enough for consumers, but the problem is that most of the companies buying up this capacity have done so through long-term purchasing agreements, essentially pre-ordering memory that hasn't even been manufactured yet over a five-year term. Unless more capacity opens up somewhere in the next few years, it's hard to imagine that RAM will become more affordable and less scarce any time soon. It's not just memory that's affected. According to that Digitimes report, NAND storage is growing in demand too. Luckily, NAND capacity hasn't been completely absorbed, because there are more companies supplying the stuff. But it's not exactly hard to see that SSDs have been growing steadily more expensive over the last six months or so.

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