展望 2026 年,内存成本上涨将持续压制市场增长,整体出货量预计同比下滑 5%。尽管面临成本压力,企业换新周期、软件升级及 AI 功能渗透仍将维持一定的市场需求,市场预估不会出现剧烈震荡。
该机构指出高端显示屏市场内部呈现显著分化,预计 2026 年高端显示屏出货量同比微降 1%。其中,Mini LED 技术因机型调整与成本压力,出货量预计大幅下跌 43%。相反,OLED 技术保持增长势头,预计同比增长 33%。IT之家附上相关图表如下:
高端笔记本电脑屏幕预估出货量
OLED 增长的核心动力来自苹果计划在下一代 MacBook Pro 中采用该技术,这一举措将加速 OLED 在 IT 设备中的渗透,推动显示屏向高端化、高性能转型。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.