TrendForce has revised its 2026 notebook shipment forecast downward, with Apple standing out as the exception. Here are the details.
Weak demand, rising costs, and supply chain restructuring to play a significant role in 2026
TrendForce has updated its outlook for the global notebook market in 2026, lowering its shipment forecast from its previous estimate:
Two main factors drove the downward revision. First, TrendForce cites “macroeconomic headwinds” for a weaker-than-expected recovery in the consumer market. Second, it says rising component costs, partly due to “the rapid expansion of computing demand for AI,” will put additional pressure on pricing across the industry.
From the report:
TrendForce expects prices to keep rising in the coming quarters, which in turn will make consumers even more cautious and more reluctant to make new acquisitions.
As for Apple, TrendForce echoed the notion that the company is better positioned to handle these pressures thanks to its reduced reliance on external suppliers, along with long-term partnerships and supply agreements:
As a result, TrendForce expects Apple to outperform the broader market, with shipments growing 7.7% year over year in 2026.
To read TrendForce’s full report, follow this link.
