Notebook Makers Reconsidering China Shift Amid Soaring Component Costs, Says TrendForce
Market research firm TrendForce indicates that escalating component expenses are compelling notebook manufacturers to reconsider their move away from China and potentially return production to the manufacturing hub, as the PC industry anticipates weaker consumer demand.
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Based on reporting by South China Morning Post:
According to market research firm TrendForce, notebook producers are being compelled to reevaluate their move away from China and are considering relocating production back to the manufacturing hub because sharply increasing component costs are compressing profit margins.
This anticipated strategic change occurs as the personal computer industry prepares for diminished consumer demand, which is being driven by the rise in component prices.
The Taiwan-based firm projected that the proportion of worldwide notebook production occurring outside of mainland China is expected to fall to 21 per cent this year, down from approximately 24 per cent in 2025, and is forecast to fall below 20 per cent in 2027.
TrendForce stated in a report released on Thursday that these projections suggest brands are re-examining the trade-off between supply-chain diversification and manufacturing efficiency as policy and cost circumstances change.
Major laptop vendors have, in recent years, increased their manufacturing presence outside of China to mitigate risks associated with trade tariffs and geopolitical tensions.
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