記憶體進入強勁上行期，帶動整機BOM cost明顯攀升。為維持基本獲利，品牌調整高中低階產品結構並分層上調終端售價。記憶體翻漲疊加宏觀經濟疲弱，雙重逆風將壓抑2026年消費型終端的生產出貨動能。
“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.
Content:
1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions
由於新型冠狀病毒肺炎(COVID-19)疫情持續擴大，衝擊全球經濟與消費力道，全球市場研究機構TrendForce整理截至2020年3月26日各關鍵零組件及下游產業的最新狀況，深入分析疫情對高科技產業的影響。
