Motherboard Sales Collapse Over 25% Amid AI-Driven Component Shortages
Global motherboard sales are experiencing a sharp decline, with the market contracting by more than 25% as artificial intelligence demand triggers shortages and price hikes for essential PC components like memory, storage, and CPUs. Major manufacturers are significantly revising their forecasts downward. Asus expects a 33% year-on-year sales decrease, while Gigabyte and MSI anticipate drops of 22% and 24%, respectively. ASRock faces the steepest decline, with projected shipments falling by 37%. This overall market contraction of approximately 28% among the top four manufacturers is driven by cost-conscious consumers delaying upgrades due to inflated component prices. The situation is exacerbated by a lack of compelling new hardware releases; AMD continues using the AM5 socket, Intel's next-generation Nova Lake processors are delayed until later in the year, and Nvidia has no immediate GPU refreshes planned. Consequently, PC builders are extending the lifespan of their current devices, leading to a substantial downturn in the motherboard industry for 2026.
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Motherboard Sales Collapse Over 25% Amid AI-Driven Component Shortages
Global motherboard sales are experiencing a sharp decline, with the market contracting by more than 25% as artificial intelligence demand triggers shortages and price hikes for essential PC components like memory, storage, and CPUs. Major manufacturers are significantly revising their forecasts downward. Asus expects a 33% year-on-year sales decrease, while Gigabyte and MSI anticipate drops of 22% and 24%, respectively. ASRock faces the steepest decline, with projected shipments falling by 37%. This overall market contraction of approximately 28% among the top four manufacturers is driven by cost-conscious consumers delaying upgrades due to inflated component prices. The situation is exacerbated by a lack of compelling new hardware releases; AMD continues using the AM5 socket, Intel's next-generation Nova Lake processors are delayed until later in the year, and Nvidia has no immediate GPU refreshes planned. Consequently, PC builders are extending the lifespan of their current devices, leading to a substantial downturn in the motherboard industry for 2026.
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