AMD 預計 2027 年 PC 市場出貨量下跌雙位數百分比

During its Q3 2026 quarterly results, AMD CEO Dr. Lisa Su expressed expectations that its client PC business will decline significantly in 2027, possibly by double-digit percentage points. The entire industry is experiencing price hikes due to the tight supply of crucial PC components like GPU memory and system RAM. These rising prices have been driving down sales in the client sector, while the enterprise sector has been thriving with strong EPYC CPU sales and Instinct MI accelerator sales to AI labs, hyperscalers, and neoclouds. While a rising tide lifts all boats in the AI datacenter space, there is an opposite lowering tide in the client PC industry, projecting a general decline in this segment.

AMD's CEO Dr. Lisa SuLooking at the market, PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand. We are managing the business accordingly, aligning sell-in with sell-through to keep customer and channel inventory healthy. In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage. In this environment, we expect to outperform the market as we deliver our Ryzen roadmap and grow our commercial footprint.

We already reported that AMD is preparing to raise prices on its Radeon GPU and GDDR6 memory kits again in November. AMD apparently started charging its board partners more for GDDR6 from October 1. The exact scope of the November hike isn't known yet. The main reason seems to be memory, as GDDR6 prices reportedly went up by around 8 to 10% in the third quarter. Meanwhile, Team Group expects the worst period in memory demand to be between Q4 2026 and Q2 2027, which is just a few months away. All of this is driving down consumer PC sales as parts and complete systems are skyrocketing in price.