Core Insights - TrendForce forecasts a significant increase in memory prices by Q1 2026, leading to cost challenges for global end products, which will force smartphone and laptop industries to raise product prices and lower specifications, resulting in a downward revision of sales outlook [1] - The impact of memory on the bill of materials (BOM) for consumer electronics like smartphones and PCs is rapidly expanding, with Apple's iPhone series also expected to see a notable increase in BOM cost share, prompting a reassessment of new device pricing [1] - The rise in memory prices will lead laptop brands to adjust their product mix, procurement strategies, and regional sales layouts, particularly affecting high-end lightweight laptops that cannot easily change specifications due to design constraints [1] - The consumer laptop market, while sensitive to changes in specifications and pricing, currently benefits from existing inventory of finished products and low-cost memory, allowing for short-term price stability, but a price adjustment period is anticipated in the PC market by Q2 2026 [1] Industry Adjustments - "Specification reduction" or "postponing upgrades" has become a necessary strategy for smartphone and laptop brands to balance costs [2]