NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developments across brand strategies, product positioning, and shipment dynamics. By closely tracking changes in OEM/ODM activities, platform transitions, and end-market demand, the content delivers timely insights into how the NB ecosystem is evolving. Rather than emphasizing component-level data, this product is designed to help readers understand broader market trends, competitive movements, and structural shifts within the notebook industry, supporting strategic decision-making and market planning.

Key Highlights

1. Memory Price Upside Exceeds Expectations as Supply Fulfillment Begins to Tighten
2. Low-End CPU Supply Gaps Emerge, Creating a Dual Bottleneck With Memory
3. Other Component Costs Rise in Tandem, Driving Broad-Based Cost Pressures on NB Brands
4. Divergence Between NB Brand Shipment Strategies and Forecasts Widens
5. 1H26: Limited Supply Improvement and an Uneven Shipment Recovery Pace
6. Shipment Forecast Revised Downward Again, With YoY Decline Widening to High Single Digits

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