TrendForce forecasts 2027 laptop shipment decline, slower shift from China manufacturing
TrendForce's latest report projects global notebook shipments will fall by a low single-digit percentage in 2027, driven by weaker consumer demand rather than component shortages. The research firm also expects the share of notebook production outside China to shrink from 24% in 2025 to 21% in 2026, and potentially below 20% in 2027, as rising costs make offshore manufacturing less appealing. TrendForce notes that CPU, DRAM, and SSD prices currently make up about 68% of the bill-of-materials cost for a typical $900 notebook.