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

智通财经
Oct 08
【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】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。2026年由于CPU供给改善、品牌提前采购及部分换机需求提前释放,支撑笔记本市场出货,但不代表终端需求实质复苏。随着部分原先预期于下半年及后续释出的需求提前反映,后续市场换机动能将受到压缩,加上低成本库存逐步消化,品牌将更直接面对CPU、DRAM与SSD价格上升的压力。

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