Surging memory prices trigger an order pull-in wave by brand vendors, with combined monthly notebook shipments of the top-5 brands rising 6% from a month ago in November.
Abstract
DIGITIMES surveyed the shipments of the global top-5 notebook brands (excluding Apple) and the top-3 notebook ODMs, excluding detachable models. Most brand vendors anticipate continued memory price increases, prompting them to accelerate order pull-ins in November to avoid excessive subsequent price hikes for whole devices.
Consumers also expect notebook prices to hike, leading to early notebook replacements, which is expected to have boosted demand during the traditional fourth-quarter consumer peak season.
These factors contributed to a combined shipment increase of approximately 6% month-over-month in November 2025, with year-over-year growth of about 6% compared to the same period in 2024.
