Improved CPU Supply Narrows 2026 Laptop Shipment Decline
Dow Jones
Sep 04
0630 GMT - Global laptop shipments could decline less than previously expected this year as improved CPU supply and steady business demand support the market, TrendForce says. The research firm raises its 2026 outlook and now expects global notebook shipments to decline by a narrower 9.4%, as stronger-than-expected 1H deliveries help offset an expected slowdown in the 2H. However, rising CPU and memory prices continue to pressure laptop makers. TrendForce says key components now account for a much larger share of production costs than a year ago, while inventories purchased at lower prices are gradually running out. As those cost buffers fade, manufacturers may have to choose between raising prices, accepting lower profit margins, or risking weaker demand, it adds.
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