#pc-market-forecast

#pc-market-forecast

The vivo X300 Ultra could be priced at €1,900 for the 16GB/1TB variant in Europe, with bundle options starting at around €2,300.

Pop Mart's reliance on 'The Monsters' IP has raised concerns, as it accounted for 40% of revenue in 2025 but dropped to 23% in 2024, indicating potential volatility.

Samsung is expected to raise prices for its flagship models, including the Galaxy Z Fold7, Galaxy Z Flip7, and Galaxy S25 Edge, by KRW 100,000 for 512GB variants and KRW 200,000 for 1TB models.

RAM prices are skyrocketing, driving up the cost of products that rely heavily on memory. The price of Raspberry Pi boards has now soared to the point where two 16GB Raspberry Pi 5 boards will cost you as much as a new laptop.

After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly.

"At present, the total cost of the product has far exceeded our selling price, even approaching twice the price we originally set."

Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.

Memory shortages will persist well into 2027. While we anticipate some easing of prices beginning in 2028, the market is unlikely to return to the pricing levels seen in 2025.

Really, though, the show just confirmed what was apparent since RAM prices skyrocketed over the last few months, driven by demand from AI datacenters. As Samsung's marketing leader, Wonjin Lee, told Bloomberg at CES: "There's going to be issues around semiconductor supplies, and it's going to affect everyone. Prices are going up even as we speak."

Memory shortages will likely stunt PC shipments in 2026, as available supplies will not be able to meet demand thanks to memory makers chasing the lucrative AI infrastructure market instead. Overall PC market performance in 2025 was healthy, according to research biz Omdia, but it notes that memory and storage supply was already tightening, with associated upward price pressure emerging around the middle of last year.