AMD CEO Lisa Su says the PC market will only get worse in 2027
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The ongoing memory crisis continues to push hardware prices higher, and it’s safe to say that the PC industry is going through a difficult period. RAM, storage, and graphics cards have become more expensive, making it harder for consumers to build a new PC or upgrade their existing systems. Unfortunately, things may not improve anytime soon, as AMD CEO Lisa Su has warned that the PC market could face an even bigger decline in 2027.
During AMD’s Q3 2026 earnings call, Su discussed the current state of the PC market and explained how rising component costs are affecting demand. According to her, PC sales started slowing toward the end of the quarter as consumers became more cautious about spending money on expensive hardware.
Double-digit decline expected by AMD
“In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage,” Su said. In short, AMD is preparing for the possibility that the number of PCs shipped worldwide could fall by at least 10% next year.
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In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage. In this environment, we expect to outperform the market as we deliver our Ryzen roadmap and grow our commercial footprint. In gaming, revenue declined 40% year over year to $773 million, primarily due to lower semi-custom sales as expected at this stage of the console cycle.
Dr. Lisa Su, Chair and Chief Executive Officer of AMD
The biggest problem is the ongoing memory shortage, which has affected several parts of the PC industry. With demand for memory remaining high, particularly from AI companies and data centers, manufacturers are struggling to keep prices under control. As a result, the cost of building or purchasing a computer has increased, especially for consumers looking for affordable systems.
Despite the expected decline, AMD believes it can perform better than the overall PC market. Su said the company plans to continue improving its Ryzen processor lineup while expanding its presence in the commercial PC segment.
Interestingly, while the consumer PC market is struggling, AMD’s data center business continues to perform well. Demand for its EPYC processors and Instinct AI accelerators remains strong, helping the company benefit from the same AI industry growth that is putting pressure on consumer hardware prices.