--- title: "MSI says PC shipments expected to fall up to 20%" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/279070135.md" description: "微星科技（MSI）预计全球 PC 出货量将在今年下降多达 20%。由于内存芯片价格飙升，需求受到抑制，微星总裁黄金请表示，今年对 PC 行业将是一个充满挑战的年份，可能是公司成立以来最困难的时期之一。内存芯片短缺和图形处理单元（GPU）供应紧张是导致前景不佳的主要原因。自去年第三季度以来，DDR4 和 DDR5 DRAM 芯片价格大幅上涨，DDR5 价格翻倍，严重影响了 DIY 主板市场。" datetime: "2026-03-13T16:01:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279070135.md) - [en](https://longbridge.com/en/news/279070135.md) - [zh-HK](https://longbridge.com/zh-HK/news/279070135.md) --- # MSI says PC shipments expected to fall up to 20% Micro-Star International Co (MSI, 微星科技), a supplier of PCs and PC motherboards, yesterday said that global PC shipments would dip by as much as 20 percent this year as memorychip price surges dampen demand. It is expected to be a challenging year for the PC industry and could be one of “the most difficult” periods since the company was established, MSI president Jeans Huang (黃金請) told an earnings conference in New Taipei City. Huang said that severe memorychip shortages and tight supply of graphics processing units (GPU) were behind the lackluster outlook. DDR4 and DDR5 DRAM chip prices have risen sharply since the third quarter of last year, with DDR5 prices doubling, which has significantly affected the DIY motherboard market, Huang said. MSI has secured component supplies through multiple channels, allowing it to quickly respond to market demand, he said. The company also began strategically building up inventory last quarter and has gradually passed on cost increases to products to avoid sudden price hikes, he said. MSI has matched the moves of local PC vendors to adjust PC retail prices, he said. PC vendors have increased prices by 10 to 20 percent this month to reflect cost surges for memory chips and other components, he said. Due to high demand for GPU-based artificial intelligence (AI) servers, supply of GPUs for gaming PCs is expected to be tight this year, as GPU giant Nvidia Corp is allocating more resources to AI servers, he said. Gross margin is expected to improve this year from 11 percent last year, supported by higher average selling prices (ASP) and eased market competition, he said. By revenue, the world PC market would remain stable or post a slight growth, supported by higher ASP and optimized product mix, Huang said. Likewise, MSI aims to lower its share of shipments of entry-level models this year, down from more than 30 percent previously, he said. That would help MSI’s revenue from PCs and other hardware to remain flat this year or grow slightly, he said. System products contributed 42 percent to the company’s revenue last year, while motherboards and other components made up 50 percent, company data showed. Server business is a different story, as MSI expects its server revenue to grow by 50 to 100 percent this year from a low base last year, as it would mainly focus on shipping Nvidia’s MGX platform, Huang said. Servers accounted for a mid-single-digit percentage of the company’s total revenue, he said. In addition to its manufacturing hub in China, the company started operating a new US factory earlier this year, Huang said. More than half of its server production capacity is expected to be shifted to the US plant, he added. The company is also expanding production capacity in Taoyuan and the Netherlands, he said. Capacity expansion in the two locations is expected by the end of next year, he said. MSI plans to produce AI servers and charging piles in Taoyuan, he added. ## 相关资讯与研究 - [我国成功研制出三维多层片上电容 可直接应用于 AI/GPU 芯片、高性能处理器等高端芯片](https://longbridge.com/zh-CN/news/289592412.md) - [芯片 “隐形血管” 的逆袭：六氟化钨大涨的逻辑与港股机遇](https://longbridge.com/zh-CN/news/289591799.md) - [存储高位回调引发担忧，大摩：这只是一次健康重置，AI 把周期顶部推迟了数季度](https://longbridge.com/zh-CN/news/289432203.md) - [朱蕾：长鑫科技｜带你看懂公司 · 系列视频](https://longbridge.com/zh-CN/news/289651951.md) - [存储器 +AI+ 芯片！这家公司获监管放行，百亿级融资将引爆高端算力布局](https://longbridge.com/zh-CN/news/289605668.md)