Recently, offline retail stores have ushered in a new round of concentrated price increases for laptop computers. Lenovo, HP, Dell and other mainstream notebook brands have increased prices across the board, with increases starting from 20%. Some popular models have increased prices far exceeding the industry average.
According to reports, Mr. Song, the person in charge of a computer store in Hangzhou, said that this wave of price increases is stronger than the stock price rise and faster than gold. A computer in the store (Lenovo Savior Y9000P) originally sold for 12,000 yuan, has now increased to 18,000 yuan, an increase of one-third. Even the entry-level model, a computer that originally sold for 10,000 yuan, now costs 12,000 yuan. Lenovo, HP, and Dell have all experienced price increases to varying degrees.
When asked whether the cost is affordable, Mr. Song said: “I have Whatever is too much to bear, consumers will ultimately pay for it. ”
This wave of price increases for end products is not a market price adjustment of a single brand, but a concentrated transmission of cost increases in the entire PC industry chain. As early as early April, the PC industry had already ushered in a wave of price increases across the industry chain.
The price increase ranges from core components such as CPU, memory, and hard disk, to basic materials such as PCB circuit boards, plastic raw materials, and packaging materials. It has long been a foregone conclusion that end products will increase in price across the board.
The superposition of multiple factors has formed a perfect storm that drives up the cost of the entire PC industry chain. The large-scale construction of AI infrastructure has allowed chip manufacturers to prioritize production capacity to supply server chips required for AI data centers. Consumer-level CPUs and storage chips have continued to be in short supply.
The situation in the Middle East that escalated at the end of February 2026 has made the already tense supply chain even worse. Navigation in the Strait of Hormuz is blocked, and the supply of key materials such as helium, aluminum, and crude oil that semiconductor production is highly dependent on is blocked. Industry insiders revealed that the delivery cycle of PCB circuit boards has been lengthened from the original 6 weeks to 6 months.
Unlike the previous shortage of accessories that only affected high-end gaming PCs, this round of price increases for all materials covers all categories of consumer notebooks, and ordinary consumers will directly face the pressure of price increases on end products.
