Key Takeaways
1. Dell plans to increase PC prices by 15-20% in 2026, with Lenovo expected to follow suit.
2. DDR5 memory costs have surged, rising up to 70%, and some DRAM components have increased by 170%.
3. Lenovo is urging customers to place orders quickly as current quotes will expire on New Year’s Day.
4. TrendForce has revised its 2026 notebook forecast from a 1.7% growth to a 2.4% decline due to rising production costs.
5. Manufacturers may focus on promoting lower-spec laptops and tablets to manage pricing.
As stated by TrendForce, the year 2026 looks like it will bring increases in prices for computing devices. The analytics company has found that Dell plans to increase PC prices by 15-20 percent, with Lenovo also expected to follow this trend.
Rising Costs in the Industry
The sector has been facing higher costs for DDR5 memory, with estimates showing a rise of up to 70 percent. Some DRAM components have even surged by 170 percent, driven by increased demand and supply chain challenges. Companies like Micron are reallocating resources to AI products that have better profit margins. Dell’s COO, Jeff Clarke, mentioned that he has “never seen memory-chip costs rise this fast.”
Urging Customers to Act
Lenovo is said to be encouraging its clients to secure orders swiftly, as all current quotes will go stale on New Year’s Day. This is not just Lenovo; major competitors like HP, Samsung, and LG are also evaluating the prices for their 2026 products. The categories that will see the most impact are AI PCs and tablets, where memory pricing could represent around 18 percent of the total cost of materials.
Adjusting Forecasts
TrendForce has updated its notebook forecast for 2026 due to the increasing production expenses. The projected growth has changed from a year-on-year increase of 1.7 percent to a decline of 2.4 percent, as it anticipates that demand will decrease because of higher BOM costs and restricted availability.
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