TrendForce Predicts 14.8% YoY Drop in Global Notebook Shipments by 2026, While Apple Sees 7.7% Growth Against the Trend
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Author:小编   

A report published on March 30th reveals that global notebook computer shipments for 2026 are anticipated to undergo a downward revision, projecting a 14.8% year-on-year decline. This decrease is attributed to sluggish macroeconomic conditions and escalating supply chain expenses. Despite the overall industry downturn, Apple is projected to experience a positive growth rate of 7.7%. The downward adjustment in market expectations can be primarily attributed to two factors: firstly, macroeconomic challenges have resulted in a sluggish recovery in the end-consumer market; secondly, the heightened demand for artificial intelligence computing has driven up component procurement costs, prompting brands to transfer these expenses to the retail sector, thereby curbing consumer purchasing willingness. Apple, with its robust supply chain barriers and minimal dependence on external suppliers, exhibits remarkable resilience. Its MacBook Neo model, powered by in-house chips, circumvents production capacity limitations and offers cost advantages, prompting market analysts to predict its growth against the prevailing trend.