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"title": "全球PC Q2出货因记忆体成本上涨年减4% 华硕受惠AI PC逆势走扬4%",
"shortTitle": "全球PC Q2出货因记忆体成本上涨年减4% 华硕受惠AI P",
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"description": "Counterpoint Research 最新初步 PC 出货统计显示,2026 年第二季全球 PC 出货量约 6,500 万台,较去年同期减少 4%。 这也是自 2025 年第一季以来,连续五季成长后首次出现年减,其中华硕在 AI PC",
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"content": "<p>Counterpoint Research 最新初步 PC 出货统计显示,2026 年第二季全球 PC 出货量约 6,500 万台,较去年同期减少 4%。 这也是自 2025 年第一季以来,连续五季成长后首次出现年减,其中华硕在 AI PC 的动能,逆势成长 4%。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6544030/l/4d66391573a286c633172fa7f0075c77.jpg\" alt=\"全球PC Q2出货因记忆体成本上涨年减4% 华硕受惠AI PC逆势走扬4%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>Counterpoint Research 指出,目前 Windows 升级带动的企业换机需求,以及 AI PC 持续普及,仍为市场提供支撑。不过,记忆体价格上涨推升 PC 零组件成本,也开始影响 OEM 生产规划及终端市场需求。DRAM 价格上升使 PC 整体物料成本(BoM)增加,部分 OEM 因此调整产品售价、入门产品规格及产品组合,以因应成本变化。</p>\n\n<p>2026 年第二季主要品牌表现如下,联想持续维持全球第一,市占率 25.6%,出货量约 1,660 万台,年减 2%。规模化采购及供应链管理能力有助降低记忆体供应波动带来的影响。</p>\n\n<p>惠普 (HPQ-US) 出货量年减 8%,产品组合较集中于主流消费市场及中阶商用市场,因此受到成本上升影响较为明显;戴尔 (DELL-US) 出货量年减 6%,商用市场布局仍为其提供一定支撑;苹果 (AAPL-US) 受惠于 Neo 系列新品推出,出货量年增 13%。</p>\n\n<p>华硕 (2357-TW) 出货量年增 4%,持续拓展 AI PC 产品布局,包括 Vivobook 及 ProArt 等产品系列;前五大品牌合计市占率接近 78%,市场集中度持续提升;其他品牌整体出货则大致持平或呈现下滑。</p>\n\n<p>Counterpoint Research 资深分析师 Minsoo Kang 表示:「第一季记忆体价格快速上涨后,第二季价格已逐步趋于稳定,但整体成本仍维持在相对高档。我们预期价格敏感度较高的入门产品及消费市场需求将受到一定影响,而企业市场则可望持续受惠于 Windows 停止支援所带动的换机需求。」</p>\n\n<p>Counterpoint Research 认为,近期苹果调整产品售价反映成本变化已逐步反映至终端市场,预期今年下半年其他 PC OEM 亦可能持续调整定价,整体 PC 平均售价(ASP)仍有上升空间。</p>\n\n<p>Counterpoint Research 副总监 David Naranjo 表示:「记忆体供应与成本已成为影响 PC 市场的重要因素。随着零组件成本提高,OEM 将更着重于高阶 AI PC 等具较高附加价值的产品。企业市场可望持续受惠于 Windows 升级及 AI 导入需求,而消费市场的复苏速度,仍将视零组件成本变化而定。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-2150.html\" title=\"营收速报 - 富裔(6264)5月营收2,175万元年增率高达226.07%\">营收速报 - 富裔(6264)5月营收2,175万元年增率高达226.07%</a></li>\n <li><a href=\"/new/tw/article-5841.html\" title=\"〈焦点股〉日本半导体族群逆势突围 00954、00951盘中强弹近4%\">〈焦点股〉日本半导体族群逆势突围 00954、00951盘中强弹近4%</a></li>\n <li><a href=\"/new/tw/article-7829.html\" title=\"亚德客-KY(1590) 创高、上银(2049) 加班、直得(1597) 缺产能,工业自动化零组件正进入最甜蜜阶段?\">亚德客-KY(1590) 创高、上银(2049) 加班、直得(1597) 缺产能,工业自动化零组件正进入最甜蜜阶段?</a></li>\n <li><a href=\"/new/tw/article-6787.html\" title=\"智慧车联网厂安富迈向兴柜 下半年扩产力拚未来五年营收翻倍\">智慧车联网厂安富迈向兴柜 下半年扩产力拚未来五年营收翻倍</a></li>\n <li><a href=\"/new/tw/article-8886.html\" title=\"台股巨震跌破4万点 童子贤:「不要只盯着红绿圣诞灯」台湾产业健全比较重要\">台股巨震跌破4万点 童子贤:「不要只盯着红绿圣诞灯」台湾产业健全比较重要</a></li>\n <li><a href=\"/new/tw/article-10924.html\" title=\"〈焦点股〉Lumentum财测亮眼 光通讯概念股6档亮灯涨停\">〈焦点股〉Lumentum财测亮眼 光通讯概念股6档亮灯涨停</a></li>\n </ul>\n</div>",
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