Major motherboard manufacturers Asus, MSI, Gigabyte, and ASRock have revised their 2026 shipment targets downwards. Supply chain sources indicate that severe shortages of CPUs and RAM are driving these reductions. The industry faces a significant contraction in planned production volumes compared to the previous year.
Asus plans to ship 10 million motherboards in 2026, a decrease from 15 million units in 2025
Asus plans to ship 10 million motherboards in 2026, a decrease from 15 million units in 2025. Gigabyte has lowered its target to between 8 and 8.5 million units, down from 11 million last year. MSI expects to deliver 8.4 million boards in 2026, also a drop from 11 million in 2025. ASRock forecasts a shipment of 2.7 million units for 2026, reduced from 4.3 million in 2025.
The decline in motherboard demand stems from a lack of incentives for gamers to upgrade their systems
The decline in motherboard demand stems from a lack of incentives for gamers to upgrade their systems. Nvidia and AMD reportedly have no plans to release next-generation GPUs before 2028. Current graphics cards like the GeForce RTX 50 and Radeon RX 9000 have become more expensive due to memory shortages. These factors reduce the urgency for consumers to purchase new motherboards for upgrades.
AI server sales currently serve as the primary revenue generator for Asus, ASRock, and Gigabyte. This growth in the server segment helps offset the slump in consumer motherboard shipments. Asus is expected to achieve a 100 percent quarter-on-quarter increase in server revenue for the first quarter of 2026. This shift highlights a strategic pivot away from traditional PC hardware reliance.
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