B · Normal
[Organization: CPU supply improves, annual decline in global notebook shipments converges to 9.4% in 2026] "Science and Technology Innovation Board Daily" reported on the 4th that according to TrendForce's latest notebook industry research, notebook CPU supply has improved significantly since the second quarter of 2026, and brand factory procurement and production rhythms have gradually resumed. Taking into account the continued rise in DRAM and SSD costs, they are willing to be more active in stocking up and locking in components, driving shipments in the first half of the year to be better than expected. However, the memory price increase trend remains unchanged, and CPU prices have also increased, and the cost pressure faced by brands has further expanded. According to TrendForce, in the second half of 2026, as the shortage of CPUs slows down and brands continue to stock up in advance. Coupled with factors such as early replacement of machines by end consumers and stable business demand, the estimated shipment situation will be revised upward simultaneously. The decline in notebook shipments for the whole year of 2026 is expected to converge to 9.4%.
consumer electronics 🕐 2026-09-04 13:58

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