PC Motherboard Shipments Decline Amid Memory, CPU, GPU Shortages
Monitor motherboard shipment forecasts and adjust procurement strategies accordingly.
Monitor motherboard shipment forecasts and adjust procurement strategies accordingly.
Summary
The article reports that ASUS shipped 15 million motherboards in 2025 but is expected to ship only 10 million in 2026, with other major Taiwanese manufacturers lowering their 2026 shipment targets. Memory costs have risen from roughly 15 % to over 30 % of the bill of materials, while CPU shortages and price hikes have suppressed demand. NVIDIA GPU updates have slowed, reducing gamers’ willingness to upgrade, and the RTX 50 series has seen no further updates, with the RTX 60 series rumored to be delayed until 2028. The supply chain has shifted production capacity toward high‑profit data‑center platforms, further tightening consumer‑grade CPU availability. AI demand has squeezed chip production, raising CPU and memory costs and causing a potential recession in the PC market for 2026. AMD’s CEO Lisa Su cited component cost pressures as a direct cause of Ryzen shipment suppression. The article highlights that the PC DIY market is sluggish, with many brands expected to see a decline in notebook shipments throughout the year.
Key changes
- ASUS shipped 15 million motherboards in 2025, expected 10 million in 2026.
- Memory costs rose 15 %–30 % of BOM, and CPU shortages and price hikes suppressed demand.
- NVIDIA GPU updates slowed, reducing gamers’ willingness to upgrade.
- Four major Taiwanese manufacturers lowered 2026 shipment targets.
- AI demand squeezes chip production, raising CPU and memory costs.
- AMD CEO Lisa Su cited component cost pressures as a direct cause of Ryzen shipment suppression.
- RTX 50 series has no further updates, RTX 60 series delayed to 2028.
- The PC DIY market is sluggish, with many brands expected to see a decline in notebook shipments.