Memory price surge reshapes notebook market with declining 2026 shipments. Brand resilience diverges by supply-chain strength and pricing power. Entry-level segments face severe pressure while premium products show stability.

Key Highlights

• Notebook shipments face downward pressure driven by sustained memory price elevation and weak demand recovery.
• Entry-level and consumer segments bear disproportionate cost pressure due to thin margins and heavy promotional reliance, particularly impacted by legacy memory price surges.
• Panel makers absorb cost burden through price concessions as notebook brands redirect bargaining pressure toward suppliers with greater flexibility.

Table of Contents

1. Rising Memory Prices Redefine Notebook Brand Resilience, 2026 Global Shipments Cut Again to a 5.4% YoY Decline
   • Global Notebook Shipment Forecast
2. Notebook Brand Resilience Begins to Diverge as Supply-Chain Capabilities Emerge as a Key Differentiator
3. Apple Leverages Supply-Chain Integration Advantage to Support Entry-Level Product Deployment Strategy
4. Lenovo's Scale Advantage Supports Pricing Resilience and Market Share Flexibility
5. HP Faces Relative Challenges as Supply Flexibility Emerges as a Near-Term Uncertainty
6. Shipment Revision Risks Concentrate on Entry-Level and Consumer Segments
7. 2026 Shipment Outlook: Baseline Scenario Cut, Further Revisions Possible Under Bear Case
8. Memory Price Storm Leaves Notebook LCD Panels Unscathed No More, 2026 Panel Shipment Momentum to Be Constrained
9. OLED Notebook Panel Shipments to Maintain Growth in 2026, but Penetration Pace Set to Slow
   • Global LCD & OLED Notebook Panel Shipment Forecast
10. Panel Prices Under Pressure Amid the Crowding-Out Effect of Rising Memory Costs
11. TrendForce’s View

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This research report is only available in English.