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Memory and CPU Supply Constraints Intensify in Tandem, Prompting a Further Downward Revision of 2026 Notebook Shipments to a 9.4% YoY Decline
Last Modified
2026-01-26
Update Frequency
Aperiodically
Format
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure delivery platform. Reports are typically provided in PDF format and released on an ad-hoc basis.
Key Highlights
- Memory Price Upside Exceeds Expectations as Supply Fulfillment Begins to Tighten
- Low-End CPU Supply Gaps Emerge, Creating a Dual Bottleneck With Memory
- Other Component Costs Rise in Tandem, Driving Broad-Based Cost Pressures on NB Brands
- Divergence Between NB Brand Shipment Strategies and Forecasts Widens
- 1H26: Limited Supply Improvement and an Uneven Shipment Recovery Pace
- Shipment Forecast Revised Downward Again, With YoY Decline Widening to High Single Digits
<Total Pages: 10>
Category: LCD , OLED , Panel Industry , Display Supply Chain
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