TrendForce's latest research reveals that although the U.S. has granted a 90-day grace period before implementing reciprocal tariffs—offering temporary relief for notebook brands—the broader market remains clouded by policy and economic uncertainty. Brands began frontloading inventory in late 2024, pushing Q4 shipment growth to 5.1%, with 1Q25 seeing a 7.2% YoY increase.

However, given persistent economic weakness and rising tariff risks, TrendForce has revised the full-year 2025 notebook brand shipment growth forecast downward from 3.6% to just 1.4%.