According to TrendForce Jibang Consulting's latest notebook industry research, the main risk in the notebook market in 2027 will shift from supply restrictions to the impact of rising costs on demand. TrendForce Jibang Consulting currently expects global notebook shipments to decline by a low single digit in 2027, but if DRAM and CPU prices remain high, brands will be forced to expand cost transfers, leading to a rise in terminal sales prices, which may further extend the consumer switching cycle. It is not ruled out that the decline in shipments throughout the year will increase to a high single digit. In 2026, due to improved CPU supply, early brand procurement, and early release of some switching requirements, notebook market shipments were supported, but this did not indicate a real recovery in terminal demand. As some of the demand originally anticipated to be released in the second half of the year and beyond is reflected in advance, subsequent market replacement energy will be compressed. Coupled with the gradual digestion of low-cost inventories, brands will face the pressure of rising CPU, DRAM, and SSD prices more directly.

According to TrendForce Jibang Consulting's latest notebook industry research, the main risk in the notebook market in 2027 will shift from supply restrictions to the impact of rising costs on demand. TrendForce Jibang Consulting currently expects global notebook shipments to decline by a low single digit in 2027, but if DRAM and CPU prices remain high, brands will be forced to expand cost transfers, leading to a rise in terminal sales prices, which may further extend the consumer switching cycle. It is not ruled out that the decline in shipments throughout the year will increase to a high single digit. In 2026, due to improved CPU supply, early brand procurement, and early release of some switching requirements, notebook market shipments were supported, but this did not indicate a real recovery in terminal demand. As some of the demand originally anticipated to be released in the second half of the year and beyond is reflected in advance, subsequent market replacement energy will be compressed. Coupled with the gradual digestion of low-cost inventories, brands will face the pressure of rising CPU, DRAM, and SSD prices more directly.