报告介绍
Memory price surge reshapes notebook market with declining 2026 shipments. Brand resilience diverges by supply-chain strength and pricing power. Entry-level segments face severe pressure while premium products show stability.
Key Highlights
- Notebook shipments face downward pressure driven by sustained memory price elevation and weak demand recovery.
- Entry-level and consumer segments bear disproportionate cost pressure due to thin margins and heavy promotional reliance, particularly impacted by legacy memory price surges.
- Panel makers absorb cost burden through price concessions as notebook brands redirect bargaining pressure toward suppliers with greater flexibility.
Table of Contents
- Rising Memory Prices Redefine Notebook Brand Resilience, 2026 Global Shipments Cut Again to a 5.4% YoY Decline
- Global Notebook Shipment Forecast
- Notebook Brand Resilience Begins to Diverge as Supply-Chain Capabilities Emerge as a Key Differentiator
- Apple Leverages Supply-Chain Integration Advantage to Support Entry-Level Product Deployment Strategy
- Lenovo's Scale Advantage Supports Pricing Resilience and Market Share Flexibility
- HP Faces Relative Challenges as Supply Flexibility Emerges as a Near-Term Uncertainty
- Shipment Revision Risks Concentrate on Entry-Level and Consumer Segments
- 2026 Shipment Outlook: Baseline Scenario Cut, Further Revisions Possible Under Bear Case
- Memory Price Storm Leaves Notebook LCD Panels Unscathed No More, 2026 Panel Shipment Momentum to Be Constrained
- OLED Notebook Panel Shipments to Maintain Growth in 2026, but Penetration Pace Set to Slow
- Global LCD & OLED Notebook Panel Shipment Forecast
- Panel Prices Under Pressure Amid the Crowding-Out Effect of Rising Memory Costs
- TrendForce’s View
<Total Pages: 9>
This research report is only available in English.
