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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

PDF

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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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