TrendForce: Industry Research Releases·· 2026-09-04SelectedAI score62
TrendForce: Improved CPU supply narrows the projected decline in global notebook shipments in 2026 to 9.4%
AI overview
TrendForce forecasts that global notebook shipments will fall 9.4% year over year in 2026, a smaller decline than previously projected, as CPU supply has improved markedly since 2Q26 and brands’ procurement and production have gradually returned to normal.
Why selected
TrendForce uses the same $900 model to break down changes in the CPU, DRAM, and SSD shares of the BOM, showing how cost pressures are passed on to retail prices.
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Source:TrendForce: Industry Research Releases · trendforce.com