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Microsoft has officially raised its Windows licensing fees for PC manufacturers, with increases ranging from 7% to 10%, the largest in years. This may lead to a roughly 5% increase in device prices during the current quarter. The licensing costs vary depending on the processor category within the device, alongside a noticeable rise in the prices of key components such as memory and processors, which have surged significantly since the beginning of the year due to increased demand linked to artificial intelligence. Although the market is experiencing demand for new devices, the rising costs and licensing fees are adding to the price burden on consumers. It is also expected that global computer shipments will decline by 4% in the second quarter of 2026.
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