### Obstacles Encountered by Notebook Manufacturers in 2026: A TrendForce Analysis
A recent analysis from TrendForce underscores notable obstacles that notebook producers are projected to face in 2026, largely influenced by increasing memory costs. Nevertheless, Apple is expected to be less impacted than its rivals.
#### Apple Less Vulnerable to Broader Memory Supply Issues
TrendForce has updated its outlook for the worldwide notebook sector, forecasting a total of 173 million unit shipments in 2026. This signifies a 5.4% reduction from 2025. The analysis points to sluggish economic recovery and restrained consumer spending as contributing variables to this decline.
As per TrendForce, the surging prices of memory parts are constricting profit margins for notebook brands, restricting their pricing options. Consequently, manufacturers are taking a more cautious stance on inventory management and product promotions.
Should memory supply challenges persist, the drop in shipments could potentially reach 10.1%. Nonetheless, Apple is predicted to handle these obstacles more adeptly than other brands. The company’s integrated supply chain and robust pricing power afford it greater adaptability in modifying its product range. Furthermore, Apple’s stable procurement levels and reliable demand forecasting allow it to secure prioritized collaboration with memory suppliers.
#### Apple’s Strategic Edge
TrendForce posits that, despite the daunting market conditions, Apple is poised to gain from continuous supply chain efficiencies and scale benefits. The expected launch of an affordable MacBook in the spring of 2026 is likely to boost Apple’s market presence and sustain impressive shipment performance. Attractive pricing for this new offering could lure more customers, further reinforcing Apple’s standing in the market.
#### Shifts in Display Technology
The analysis also highlights a projected dip in LCD panel shipments, anticipated to decline by 7.9% year-on-year in 2026. Conversely, OLED shipments are expected to keep growing, albeit at a more gradual pace. This transition in display technology mirrors evolving consumer preferences and improvements in manufacturing techniques.
In conclusion, while the notebook industry braces for substantial challenges in 2026, Apple’s strategic strengths may enable it to endure the turbulence more effectively than its competitors. The company’s capability to adjust to rising memory costs and launch competitively priced products will be essential for sustaining its market position.
