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The biggest concern is expected to be the shift from component availability to weakening consumer demand, as manufacturers continue to tackle high CPU, DRAM, and SSD prices. The firm also added that if component prices continue to remain on the higher side, brands might pass more of these costs on to consumers.
Notebook shipments are expected to benefit from improved CPU availability and manufacturers stocking up on components in 2026. However, TrendForce warns that it does not directly translate into healthy demand. In anticipation of higher prices, certain customers have upgraded their devices earlier than planned. Essentially, fewer people will be looking forward to buying new laptops in 2027.
Additionally, once inventories purchased at lower prices gradually run out, manufacturers will face greater pressure to absorb higher component costs or pass them on to consumers. Increasing the retail price could further weaken demand, while absorbing the additional costs would squeeze profit margins. Manufacturers could also make changes to specifications, including memory capacity, to control production costs, potentially making their products less competitive.
It is estimated that the CPU, DRAM, and SSD account for approximately 68% of the bill of materials (BOM) cost for mainstream notebooks with a $900 manufacturer’s suggested retail price in the third quarter of 2026. TrendForce said manufacturers are unlikely to maintain pricing, specifications, and profitability simultaneously in 2027.
DDR5 laptop memory prices surge 6X in 12 months
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/laptops/SPONSORED_LINK_URL
- https://www.tomshardware.com/laptops/trendforce-expects-declining-global-laptop-shipments-to-slow-manufacturing-exodus-from-china-rising-cpu-dram-and-ssd-costs-will-make-up-68-percent-of-mainstream-notebook-bom#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.