Analysts at UBS and Gartner have significantly reduced their growth forecasts for global PC and smartphone markets as a result of mounting pressures from trade tariffs and broader macroeconomic uncertainties that are expected to impact consumer demand through 2026. From a report: In a pair of research reports sent to their clients on Wednesday, UBS and Gartner revised down their global PC shipments forecast for 2025 and 2026 from previous estimates of 5% and 4% growth to just 2% for both years, citing the potential impact of trade policy and macroeconomic headwinds. The investment bank and Gartner also cut their global smartphone shipment growth forecast for 2025 to 1% (1,235 million units) from 2%, while reducing its 2026 projection from 1% growth to flat at 1,235 million units.

The outlook is particularly grim for the US market, which accounts for 24% of global PC units and 31% of global PC value. UBS expects the region to be disproportionately affected by tariff measures, projecting US PC demand could decline by 1.1% in 2025 before registering a modest 0.8% recovery in 2026, significantly underperforming compared to the mid-single-digit growth forecasts for other regions.

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