Wed, Jan 28, 2026 page9

• TrendForce expects slide in global notebook shipments

  • By Lisa Wang / Staff reporter
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  Global notebook computer shipments are expected to slide 9.4 percent annually this year, as PC vendors face price hikes for CPUs and memory chips, which elevate manufacturing costs, market researcher TrendForce Corp (集邦科技) said in a report on Monday.

  The outlook in shipments is a steeper decline than the 5.4 percent reduction estimated by TrendForce previously amid unresolved chip supply bottlenecks and elusive brand strategies, the Taipei-based research house said.

  As PC vendors make slim margins, rising costs of components are a substantial financial burden, TrendForce said.

  

  The circuit board of a computer is pictured on Feb. 25, 2022.

  Photo: Reuters

  “Memorychip prices continue to be high, and unstable CPU supplies are adding uncertainty to the notebook computer market in the short term,” the report said.

  “To cope with supply-demand dynamics of key components, PC brands might adjust their cost [management], inventory levels and product strategies,” it said. “Those factors combined with consumers’ acceptance of pricier [notebook computers] are crucial factors affecting the market situation in the second half of this year.”

  This quarter, notebook computer shipments worldwide are expected to slump 14.8 percent sequentially, possibly falling short of PC vendors’ expectations, TrendForce said.

  The researcher attributed mounting costs to CPU supply constraints and a price uptrend of other key components such as printed circuit boards (PCBs), batteries and power management chips.

  Intel Corp has raised CPU prices used in entry-level models due to a supply shortage, which is unlikely to ease through March, while the company’s expected increase in CPU supply would allow global notebook computer shipments to regain quarterly growth in the second quarter, TrendForce said.

  The price hikes in CPUs are critical to PC vendors, given that CPUs account for 15 to 30 percent of a notebook computer’s bill of materials (BOM), the report said.

  A majority of entry-level and mainstream models are equipped with Intel’s CPUs, it said.

  PC vendors would have to adjust their product lineups and reschedule shipments to cope with higher CPU costs, it added.

  Additionally, solid state drive (SSD) storage prices and PC DRAM chips are expected to soar more than 70 percent and 80 percent respectively this quarter from the previous quarter, the report said.

  PC vendors stepped up notebook computer shipments in the fourth quarter last year, as they have been grappling with memorychip price surges since the second half of last year, it said.

  As PC vendors are still unable to source adequate memory chips this quarter, their production schedules and shipment timelines have been disrupted, it added.

  The higher costs of PCBs are due to an increase in design complexity and rising copper prices, TrendForce said.

  PC vendors are facing a structural shift in PCB costs, as they are required to equip mid-to-high-range notebook computers with higher-quality motherboards to align with specification upgrades, it said.

  Specification upgrades are expected to drive higher BOM costs due to greater demand for batteries and power management chips, TrendForce said.

  The introduction of new-generation Wi-Fi 7 and USB chips would also push costs of components up, it added.
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