TrendForce: Rising DRAM and CPU Prices Threaten Notebook Demand in 2027

TrendForce projects global notebook shipments will decline by a low-single-digit percentage in 2027 as rising DRAM and CPU costs hit demand. If prices stay elevated, brands may pass costs to consumers, extending replacement cycles and pushing the decline into the high-single-digit range.

• Base forecast for 2027 is a low-single-digit decline in notebook shipments
• Sustained high DRAM and CPU prices could push the drop to high-single digits
• 2026 shipments were supported by better CPU supply and early brand procurement
• Depleting low-cost inventories increase pressure from CPU, DRAM and SSD prices