Tracking Market Conditions

Summary: Strategy: PC OEMs confirm spending strength alongside a weaker unit outlook. Distinct 2027 ITAD actions for each OEM.

Dell, HP, and Lenovo are reporting stronger technology spending while forecasting weaker PC unit shipments. That split matters for ITAD: OEM revenue tracks dollars, while operating capacity is consumed by physical units and processing work. Higher average selling prices and premium mix can lift manufacturer results even as fewer devices ship. The same pattern reaches […] Continue reading below.

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This report addresses how OEM revenue and PC unit volume are bifurcating, what that split does to 2027 ITAD intake, and the distinct operating response required for Dell, HP, and Lenovo. It covers contracted retirement planning, Windows 11 cycle timing, premium and AI-PC processing, data-center deinstallation, server consolidation, storage liability, and selective component harvesting. Access is limited to paying clients.

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Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

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