TrendForce warns higher component costs could deepen 2027 notebook decline

TrendForce's latest notebook outlook identifies component inflation as a growing risk to demand in 2027. Its baseline forecast calls for a low-single-digit decline in global shipments. If DRAM and CPU prices remain elevated and manufacturers pass more costs to buyers, the report says the decline could reach the high single digits as consumers extend replacement cycles. TrendForce also notes that earlier purchases and improved CPU availability supported shipments in 2026, potentially pulling demand forward. These are conditional forecasts, not confirmed shipment results.