Analysts from TrendForce warn that retail prices for mainstream laptops could rise by nearly 40% in 2026. The increase may happen within the next few months as the cost of key components—especially memory and processors—continues to surge.
The situation is being driven by component shortages and the growing demand for AI infrastructure, which is pulling resources away from consumer electronics.
Since the beginning of 2026, supply of laptop memory components has tightened significantly.
Manufacturers such as:
have shifted production capacity toward higher-margin products, including:
This shift has reduced supply for the consumer laptop market.
As a result:
Previously, memory and storage accounted for roughly 15% of a laptop’s production cost. In early 2026 that share may exceed 30%.
Memory is not the only component becoming more expensive.
Intel has already increased prices for some mobile processors—especially older and budget chips—by more than 15%, with additional adjustments expected in the second quarter.
If the trend continues, the combined share of:
in a laptop’s Bill of Materials (BOM) could rise from about 45% to nearly 58%.
For a typical laptop priced around $900, analysts estimate:
Manufacturers must maintain margins across the supply chain—from component suppliers to device makers, distributors, and retailers—so these costs are often passed on to consumers.
Major laptop brands such as:
may face difficult choices.
They could:
The budget and midrange segments will likely feel the greatest impact because profit margins there are already thin.
TrendForce also expects global laptop shipments in 2026 to fall by about 5.4% year over year.
This decline would not necessarily reflect lower demand but rather higher prices discouraging buyers and forcing manufacturers to adjust production strategies.
The market may only stabilize if:
For now, however, the AI boom continues, and memory remains in short supply.
According to TrendForce, mainstream laptop prices could rise by up to 40% in 2026 due to surging costs of DRAM, NAND Flash, and processors. Memory prices alone have already doubled in early 2026 as companies like Samsung Electronics and SK hynix shift production toward AI-related components such as High Bandwidth Memory. With memory, storage, and CPUs potentially accounting for up to 58% of laptop production costs, manufacturers may be forced to raise prices, reduce configurations, or accept lower margins.
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