集邦咨询：存储器价格攀升冲击消费市场 下修2026年全球智能手机及笔电生产出货预测

Core Viewpoint - The global market in 2026 is expected to face uncertainty due to persistent inflation affecting consumer market performance, alongside a strong upward cycle in memory prices leading to increased costs for end products, which may force price hikes and impact the consumer market [1] Group 1: Market Predictions - TrendForce has revised down its production shipment forecasts for global smartphones and laptops for 2026, from an original growth of 0.1% and 1.7% to a decline of 2% and 2.4% respectively [1] - There is a risk of further downward adjustments to production shipment forecasts if the imbalance in memory supply and demand worsens or if the increase in end product prices exceeds expectations [1]