While global PC shipments seemingly returned to growth in Q1 2026, driven by inventory movements, leading motherboard makers are guiding for shipment declines of more than 25% as manufacturing capacity is redirected toward AI and data‑center components, tightening the screws on the traditional PC ecosystem. What it means for ITADs and recyclers.
The PC Market’s “Memflation” Moment: Why Q1 Shipment Growth Is a Mirage
PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms warn that Q1 2026 growth is being driven by inventory build, rising memory costs, and Windows 10 migration rather than real demand.
For ITAD and recycling executives, memflation is likely to boost residual values for Windows 11-capable enterprise fleets even as a large cohort of non-upgradeable Windows 10 devices tilts toward materials recovery, while shifting vendor share, growing Apple volumes, and geopolitical freight shocks force a rethink of pricing, logistics, and Apple-specific capabilities over the next 18–36 months.
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
Part 2: 2026 Predictions for ITAD and Electronics Recycling: Differentiation, Indigestion, and the End of Commodity Assumptions
As the ITAD and electronics recycling sectors move into 2026, the outlook is about how structural change will be...
Dell Q3 FY2026: Strong AI Infrastructure, Long Tail For End‑Of‑Life IT Assets
Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management...
HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs
HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management...
iPhone 17’s Sustainability Profile Improves in Recycled Content and Security, But Repairability Stagnates
Apple’s iPhone 17 Pro and Pro Max arrive with a mix of sustainability upgrades, new design choices, and expanded...
How acquisitions are fueling ITAD sector activity
By David Daoud: Over the past months, there has been a resurgence of activity fueling investments into the end of...
More than half of US enterprises don’t track their laptops, as 22% of the retired assets are missing
Compliance has been a key requirement driving enterprise IT asset disposition (ITAD), and is indeed a...
Tough Times for the ITAD/Electronics Recycling Sector
The IT Asset Disposition space, and extending into electronics recycling are witnessing an unprecedented...
HPQ’s Poor Performance and Impact on ITAD/Recycling
Echoing the sustained drop in demand for PCs, printers and classic mass IT equipment, HP’s PC/printing unit (NYSE:HPQ)...
ITAD & Electronic Recycling: Brand New PCs, the Commodity Market and China: Weak outlook but the opportunity may be staring at you
A series of data points were released recently confirming the sustained difficult environment facing many major tech...
IT Product Evolution and ITAD Sector Outlook
Since 2010, with the advent of the first generation iPad, there has been a permanent discussion over the end of the...
Sony Phases Out PC Unit: The End of an Era, Impact on US Recycling Space
Download PDF version here | It was just a matter of time for Sony. The company is about to sell its PC business, in a...