Core Viewpoint - The global laptop market in 2026 is facing dual pressures of weak demand and rising costs, particularly due to surging prices of storage components and CPUs, which may lead to a significant increase in retail prices of laptops [2][4]. Industry Insights - For a mainstream laptop with a suggested retail price (MSRP) of $900, the rapid increase in storage prices could result in a price hike of over 30%, and with CPU price adjustments, the total price increase could approach 40% [4][6]. - The combined share of DRAM and SSD in the Bill of Materials (BOM) cost is expected to rise from approximately 15% to over 30% by the first quarter of 2026 due to the rapid price increases in these components [5][6]. - Intel has adjusted the prices of some entry-level and older generation laptop CPUs by more than 15%, with plans to increase prices for mainstream to mid-range platforms in the second quarter of 2026 [5][6]. - The supply of laptop DRAM and NAND Flash is tightening significantly, leading to higher prices and increasing uncertainty in the procurement strategies of brand manufacturers [5][7]. - The CPU market is experiencing not only price fluctuations but also changes in supply stability, with demand for AI-related computing pushing resources towards high-performance products, affecting the supply of entry-level and low-end CPUs [6][7]. - AMD has seen an increase in competitiveness and market share due to some laptop brands adopting diversified platform strategies, although recent reports indicate shortages in some low-end platforms, indicating a broader tightening of CPU supply [7].