On November 3, 2026, AMD CEO Lisa Su said the company was planning for a double-digit percentage decline in PC market unit shipments in 2027, describing AMD’s planning assumption on its third-quarter earnings call.
PC shipments measure the market; AMD’s revenue forecast measures the company’s own business.
What AMD’s 2027 PC shipment outlook covers
Su’s forecast concerns the number of PC units shipped in the market. It is a planning assumption for 2027, rather than a reported shipment result.
Memory costs and AMD’s channel response
Su said higher memory and component costs weighed on PC sell-through late in the third quarter of 2026. Sell-through means sales through the channel to customers; sell-in is AMD’s sales to computer makers and distributors. AMD said it would align sell-in with sell-through to keep customer and channel inventories healthy.
PFT Crayon’s English-language explainer examines how AI demand for high-bandwidth memory (HBM) can affect manufacturing capacity for conventional PC memory, or DRAM. That analysis provides broader memory-market context for the cost pressures Su described.
AMD’s revenue outlook is a separate forecast
AMD also said it expects to outperform the PC market through its Ryzen roadmap and a larger commercial footprint. Separately, the company forecast its own revenue to grow by more than 80% in 2027, with data center accounting for more than 80% of its revenue. Those figures describe AMD’s business outlook, not PC market shipments.
