A global RAM shortage is reshaping the notebook market, and PC makers are already feeling the pressure as they compete for limited DRAM supply. With memory availability tight and component prices staying elevated, some laptop brands are reportedly considering making 8GB RAM configurations the new “standard” again—an attempt to keep prices from climbing too high, even if it means leaner specs for buyers.
This supply squeeze is also impacting the industry outlook. Market research firm TrendForce has revised its 2026 notebook shipment forecast downward, expecting a 5.4 percent year-over-year decline in portable computer shipments. The updated projection cuts estimated 2026 shipments from 178.5 million units to 172.9 million units.
And there’s a bigger risk ahead. If the DRAM shortage continues longer than expected and memory prices remain inflated, TrendForce warns that full-year 2026 notebook shipments could drop even further—potentially sliding to a 10.1 percent year-over-year decline. Because laptops depend heavily on tight coordination across the supply chain, manufacturers without strong supplier relationships may struggle the most to keep inventory flowing and prices competitive.
Even with the broader market facing headwinds, Apple is expected to be in a notably stronger position than many rivals. TrendForce points to Apple’s supply chain control and pricing strategy as key advantages that can help it absorb higher memory costs and adjust product lineups more smoothly than the rest of the PC industry. Apple’s procurement scale and predictable product release schedule also help it secure priority access from memory suppliers, which can make a major difference when supply is constrained.
TrendForce specifically highlights Apple as an example of a company better equipped to navigate the shortage, thanks to steady purchasing volumes, clearer demand planning, and an integrated approach that allows more flexibility when parts get expensive.
While other laptop makers may be forced into a tough choice—either charging more for higher-RAM models or shipping systems with reduced memory—Apple may be able to keep products attractive without making the same compromises.
One reason is a reportedly upcoming low-cost MacBook expected to launch in the first half of 2026. The device is said to feature a 12.9-inch design and include the A18 Pro, while targeting a lower price point. If that combination holds true, it could draw significant interest from shoppers who want a capable everyday laptop without paying premium pricing—especially at a time when memory-related cost increases are pressuring the rest of the market.
Apple’s first-half 2026 lineup is also rumored to include M5 Pro and M5 Max MacBook Pro models. Those higher-end notebooks may not move the needle as much in total volume due to their premium positioning, but they can still serve Apple’s professional audience. More importantly for mainstream buyers, the M5 MacBook Air family is also expected in the same timeframe, delivering a notable chip upgrade and potentially pricing that encourages current owners to upgrade.
Elsewhere in the market, Lenovo is also said to be in a relatively solid position, though TrendForce’s overall outlook still points to a challenging year for notebook shipments industry-wide.
If the RAM crunch persists into 2026, buyers may see more laptops shipping with 8GB as the baseline, fewer aggressive discounts, and higher prices for models with 16GB or more. In that environment, companies with strong supplier leverage and disciplined product planning—like Apple—could gain an edge while competitors scramble to balance cost, specs, and availability.
