机构:成本压力转向需求端,2027年笔记本市场或面临出货、价格双重影响

格隆汇
Oct 08
根据TrendForce集邦咨询最新笔记本产业研究,2027年笔记本市场的主要风险将由供应限制转向成本上升对需求的影响。TrendForce集邦咨询目前预期2027年全球笔记本出货量将呈低个位数衰退,但若DRAM与CPU价格维持高位,品牌被迫扩大成本转嫁,导致终端售价上涨,可能进一步延长消费者换机周期,全年出货衰退幅度不排除加剧至高个位数。TrendForce集邦咨询指出,以建议售价(MSRP)900美元的主流产品来看,2026年第三季CPU、DRAM与SSD合计占笔记本BOM比重已升至约68%,显示核心零部件成本对产品定价的影响明显提高。面对成本上升,品牌若提高售价,将面临需求下滑风险;若自行吸收成本,毛利率势必承压;若通过降低存储器等规格控制BOM,则可能削弱产品竞争力。预计2027年品牌将难以同时维持价格、规格与利润率,成本转嫁的程度将成为影响需求的重要变量。

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