Dell is reportedly preparing to increase its system prices by 15-20% as early as mid-December, driven by a dramatic surge in DRAM costs. Lenovo may follow suit, as industry insiders point to the exploding cost of memory as the cause, specifically DDR5, which has seen year-over-year increases of 70%, with some specific components spiking by a massive 170%.
According to Trendforce, Lenovo is already advising customers that current price quotes will expire on January 1st, with significant increases expected in early 2026 due to AI-driven demand and shortages. Other major OEMs, including HP, Samsung, and LG, are also said to be reassessing their 2026 product roadmaps, particularly for AI tablets and PCs.
TrendForce has consequently downgraded its notebook shipment forecast for 2026 from 1.7% growth to 2.4% decline. With memory accounting for a significant chunk of a PC's cost, 2026 is shaping up to be a challenging year for consumers, likely characterised by higher prices, limited availability, and potentially lower-spec products as brands attempt to maintain price points.
KitGuru says: With all these new reports lately, it seems those planning to buy a laptop are better off getting it ASAP or risk paying a considerably higher price.
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