PC Partner Group, the parent of ZOTAC, Inno3D, and Manli, warned in its August 14 earnings that the second half of 2026 will see a sharp rise in entry‑level GPU prices. The company cites a “highly challenging” PC market and a tightening supply of GPU and graphics‑memory chips, forecasting a “substantial increase in VGA Card costs.”

First‑half shipments already fell, and PC Partner’s graphics‑card unit sales dropped 18.4%. Revenue from the three brands slid 9.2% year‑over‑year to HK$4.46 billion, yet the average selling price rose 10.7%, reflecting the mounting shortages.

On the monitor side, KTC warned that rising component costs could force price hikes across its lineup, while AOC has begun adjusting prices from August. Both firms say they’re negotiating with suppliers to delay increases, but current prices may not last. These moves come as component prices for panels, power supplies, and manufacturing continue to climb, squeezing margins for suppliers.

TrendForce’s latest research shows global OLED shipments grew 26.1% QoQ in 2Q26, with ASUS extending its lead over Samsung and MSI closing the gap. Industry analysts predict that if supply constraints persist, price escalations could extend into 2027.