--- title: "MSI says PC shipments expected to fall up to 20%" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/279070135.md" description: "微星科技（MSI）預計全球 PC 出貨量將在今年下降多達 20%。由於內存芯片價格飆升，需求受到抑制，微星總裁黃金請表示，今年對 PC 行業將是一個充滿挑戰的年份，可能是公司成立以來最困難的時期之一。內存芯片短缺和圖形處理單元（GPU）供應緊張是導致前景不佳的主要原因。自去年第三季度以來，DDR4 和 DDR5 DRAM 芯片價格大幅上漲，DDR5 價格翻倍，嚴重影響了 DIY 主板市場。" 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. ## 相關資訊與研究 - [微星股東會／衝刺 AI 與 AIOT 產品 降低 PC 市場衰退衝擊](https://longbridge.com/zh-HK/news/289400102.md) - [微星徐祥：記憶體供貨能見度僅一個月，PC 漲價效應第三季見真章](https://longbridge.com/zh-HK/news/289555109.md) - [記憶體晶片短缺：這場危機究竟會有多嚴重？](https://longbridge.com/zh-HK/news/289668142.md) - [聯陽 EC 報捷 傳打入輝達 RTX Spark 平台](https://longbridge.com/zh-HK/news/289423217.md) - [AI PC 升級戰場轉向人機介面 義隆看好指紋辨識與 Haptic Touchpad 滲透率提升](https://longbridge.com/zh-HK/news/289159318.md)