<p>集邦科技在周二表示，全球笔记本电脑出货量预计将同比下降 5.4%，降至约 1.73 亿台，主要品牌面临经济复苏乏力、消费者支出谨慎以及内存价格飙升的挑战。</p>
<p>该总部位于台北的市场研究公司在一份声明中表示，品牌还必须调整定价策略、库存管理、促销和产品配置，以应对成本和利润压力的上升。</p>
<p>如果内存价格在第二季度没有显著回落，且品牌无法将更高的成本转嫁给消费者，入门级和消费类笔记本的需求可能进一步下降，全年笔记本出货量最多可能下降 10.1%。</p>
<p>集邦科技表示，与主要内存供应商建立长期稳定合作关系的品牌在应对价格上涨方面处于更有利的位置。</p>
<p>此外，拥有更高商业和中高端产品份额的笔记本制造商，以及更成熟的渠道和定价管理，也能够维持出货稳定。</p>
<p>全球最大的笔记本电脑供应商联想集团（Lenovo Group Ltd）据报道已通知客户，从周一开始将调整其所有产品线的价格。</p>
<p>然而，联想的规模优势和强大的供应链合作关系可能有助于限制其价格上涨，并在管理成本方面提供更大的灵活性，从而使公司在更广泛的市场逆风中获得市场份额。</p>
<p>苹果公司（Apple Inc）的集成供应链和强大的定价能力也可能使其在调整产品阵容方面具有更大的灵活性，集邦科技补充道。</p>
<p>该 MacBook 制造商的可观且稳定的采购量，以及明确的产品发布计划和高度可预测的需求规划，也帮助其与内存供应商确保优先合作，研究公司表示。</p>
<p>在戴尔科技公司（Dell Technologies Inc）于 12 月 17 日对其商业产品组合的价格上涨 10% 至 30% 后，华硕（Asustek Computer Inc）在周二向客户发出通知，表示将从周一开始调整部分产品组合的价格。</p>
<p>华硕系统业务总经理廖逸翔在通知中表示，产能重组、对先进工艺的更高支出以及人工智能需求的激增，导致整个行业出现结构性供应缺口，并对关键组件——尤其是 DRAM 和 NAND 芯片以及固态硬盘施加了前所未有的成本压力。</p>

美光科技

联想集团(ADR)

联想集团

<p>根据 TrendForce Corp.的报告，全球笔记本电脑出货量预计将同比下降 5.4%，降至约 1.73 亿台，原因是经济复苏乏力、消费者支出谨慎以及内存价格上涨。如果内存价格未能稳定，出货量可能下降高达 10.1%。联想和苹果等主要品牌正在调整定价策略以管理成本，而戴尔和华硕已经提高了价格。该行业面临来自关键组件供应缺口的重大成本压力，特别是 DRAM 和 NAND 芯片</p>

<p>Global notebook computer shipments are expected to fall 5.4 percent year-on-year to about 173 million units this year, as major brands face a sluggish economic recovery, cautious consumer spending and surging memory prices, TrendForce Corp (集邦科技) said on Tuesday.</p>
<div class="lb-trans"><p>集邦科技在周二表示，全球笔记本电脑出货量预计将同比下降 5.4%，降至约 1.73 亿台，主要品牌面临经济复苏乏力、消费者支出谨慎以及内存价格飙升的挑战。</p>
</div><p>Brands also have to adjust their pricing strategy, inventory management, promotions and product configurations in response to rising cost and margin pressures, the Taipei-based market researcher said in a statement.</p>
<div class="lb-trans"><p>该总部位于台北的市场研究公司在一份声明中表示，品牌还必须调整定价策略、库存管理、促销和产品配置，以应对成本和利润压力的上升。</p>
</div><p>If memory price increases do not ease significantly by the second quarter and brands are unable to pass on higher costs, demand for entry-level and consumer notebooks could decline further and drive full-year notebook shipments to fall 10.1 percent at most, it said.</p>
<div class="lb-trans"><p>如果内存价格在第二季度没有显著回落，且品牌无法将更高的成本转嫁给消费者，入门级和消费类笔记本的需求可能进一步下降，全年笔记本出货量最多可能下降 10.1%。</p>
</div><p>TrendForce said brands with long-term, stable partnerships with major memory suppliers are better positioned to weather the price increases.</p>
<div class="lb-trans"><p>集邦科技表示，与主要内存供应商建立长期稳定合作关系的品牌在应对价格上涨方面处于更有利的位置。</p>
</div><p>In addition, notebook makers with a higher share of commercial and mid-to-high-end products, as well as more mature channel and pricing management, would also be able to maintain shipment stability, it said.</p>
<div class="lb-trans"><p>此外，拥有更高商业和中高端产品份额的笔记本制造商，以及更成熟的渠道和定价管理，也能够维持出货稳定。</p>
</div><p>Lenovo Group Ltd (聯想), the world’s largest notebook vendor by volume, reportedly notified customers that it would adjust prices across all of its product lines starting on Monday.</p>
<div class="lb-trans"><p>全球最大的笔记本电脑供应商联想集团（Lenovo Group Ltd）据报道已通知客户，从周一开始将调整其所有产品线的价格。</p>
</div><p>However, Lenovo’s scale advantages and strong supply chain partnerships could help cap its price increases and give it greater flexibility in managing costs, potentially allowing the company to gain market share despite broader market headwinds, TrendForce said.</p>
<div class="lb-trans"><p>然而，联想的规模优势和强大的供应链合作关系可能有助于限制其价格上涨，并在管理成本方面提供更大的灵活性，从而使公司在更广泛的市场逆风中获得市场份额。</p>
</div><p>Apple Inc’s integrated supply chain and strong pricing power could also give it greater flexibility to adjust its product lineup, TrendForce added.</p>
<div class="lb-trans"><p>苹果公司（Apple Inc）的集成供应链和强大的定价能力也可能使其在调整产品阵容方面具有更大的灵活性，集邦科技补充道。</p>
</div><p>The MacBook maker’s substantial and stable procurement volumes, along with a clear product release schedule and highly predictable demand planning, also help it secure priority cooperation with memory suppliers, the researcher said.</p>
<div class="lb-trans"><p>该 MacBook 制造商的可观且稳定的采购量，以及明确的产品发布计划和高度可预测的需求规划，也帮助其与内存供应商确保优先合作，研究公司表示。</p>
</div><p>After Dell Technologies Inc on Dec. 17 raised prices by 10 to 30 percent across its commercial portfolio, Asustek Computer Inc (華碩) on Tuesday said in a notice to customers that it would adjust prices for parts of its product portfolio starting on Monday.</p>
<div class="lb-trans"><p>在戴尔科技公司（Dell Technologies Inc）于 12 月 17 日对其商业产品组合的价格上涨 10% 至 30% 后，华硕（Asustek Computer Inc）在周二向客户发出通知，表示将从周一开始调整部分产品组合的价格。</p>
</div><p>Capacity realignments, heavier spending on advanced processes and booming artificial intelligence demand have created a structural supply gap across the industry and driven unprecedented cost pressure on key components — especially DRAM and NAND chips as well as solid state drives, Asustek systems business general manager Jose Liao (廖逸翔) said in the notice.</p>
<div class="lb-trans"><p>华硕系统业务总经理廖逸翔在通知中表示，产能重组、对先进工艺的更高支出以及人工智能需求的激增，导致整个行业出现结构性供应缺口，并对关键组件——尤其是 DRAM 和 NAND 芯片以及固态硬盘施加了前所未有的成本压力。</p>
</div>

Global notebook shipments expected to fall 5.4 percent

- 全球笔记本电脑出货量预计将同比下降 5.4% 至约 1.73 亿台。  
- 主要品牌面临经济复苏乏力和消费支出谨慎的挑战。  
- 如果内存价格持续上涨，全年出货量可能最多下降 10.1%。

全球笔记本电脑出货量预计将下降 5.4%