NuAxiSemiconductor trade intelligence
Global notebook shipments may fall by low single digits in 2027. #CPU, #DRAM, and #SSD made up 68% of notebook BOM costs in 3Q26, potentially pushing ...
What happened
On October 8, 2026, TrendForce forecast that global notebook shipments may fall by low single digits in 2027. According to its data, CPU, DRAM, and SSD made up 68% of notebook BOM costs in 3Q26; if these costs are passed on to consumers, the decline could potentially widen to high single digits. TrendForce stated that rising costs threaten notebook demand in 2027, raising risks of shipment declines and price impacts. This is a forecast/analysis, and the actual shipment change has not yet occurred.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
notebookTrendForceBOM costshipment forecast2027
Source and time
Source: TrendForce Official (Market Data) · 10/8/2026 · View original source
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