全球個人電腦出貨量在零件成本壓力下小幅增長
Global PC Shipments See Slight Growth Amid Component Cost Concerns
全球個人電腦市場目前正經歷一段令人困惑的時期，其特徵是「暴風雨前的寧靜」。
The global personal computer market is currently experiencing a confusing period, characterized by a "calm before the storm."
2026 年初的最新數據顯示，全球個人電腦出貨量有 2.5% 至 4% 的溫和成長。
Recent data from early 2026 shows a modest 2.5% to 4% increase in worldwide PC shipments.
然而，產業專家警告，這種成長是製造商在預期價格上漲前囤積庫存的虛假結果。
However, industry experts caution that this growth is an artificial result of manufacturers stockpiling inventory before anticipated price hikes.
這種不確定性的主要驅動因素是「記憶體通膨」(memflation)，即 DRAM 和 NAND 快閃記憶體嚴重的短缺正在推高成本。
The main driver of this uncertainty is "memflation," where a severe shortage of DRAM and NAND flash memory is pushing up costs.
由於大部分記憶體供應被轉用於燃料供應蓬勃發展的人工智慧市場，組件價格正飆升。
Because much of the memory supply is being diverted to fuel the booming artificial intelligence market, component prices are surging.
分析師預測，到今年年底，記憶體和儲存設備的總成本可能會上漲高達 130%。
Analysts project that combined memory and storage costs could rise by as much as 130% by the end of the year.
因此，低價個人電腦市場——特別是 500 美元以下的電腦——正變得不可持續，並可能在 2028 年前完全消失。
Consequently, the low-cost PC market—specifically computers under $500—is becoming unsustainable and may vanish entirely by 2028.
此外，地緣政治緊張局勢正在擾亂全球供應鏈，增加了運輸成本。
Furthermore, geopolitical tensions are disrupting global supply chains, increasing transportation costs.
對消費者而言，這意味著廉價、預算友善型筆記型電腦的時代即將結束，因為硬體成本持續攀升，製造商為維持利潤率而優先考慮高階機型。
For consumers, this means the era of cheap, budget-friendly laptops is ending, as hardware costs continue to climb and manufacturers prioritize high-end models to maintain their margins.
