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RT NEWS: #Notebook production outside China is estimated to fall from approximately 24% in 2025 to 21% in 2026, potentially below 20% in 2027—higher ...
What happened
TrendForce reposted a NEWS account message estimating that notebook production outside China will fall from approximately 24% in 2025 to 21% in 2026, potentially below 20% in 2027, and stating that higher costs could push brands to move some capacity back to China if tariff pressures do not intensify. This is an estimate/forecast, not a realized capacity change.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Notebook
Notebookproduction outside ChinaTrendForcecapacity relocationtariffsChina
Source and time
Source: TrendForce Official (Market Data) · 10/8/2026 · View original source
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