The era of AI PC is coming! Research estimates that shipments will increase 10 times next year

The first AI laptop launched by Intel and Acer marks the beginning of a new generation of AI personal computing devices and will also change the way we work in the future. Research and surveys predict that as AMD simultaneously accelerates the enhancement of AI functions for x86 architecture systems, the number of new generation AI PCs will gradually increase and further increase to a maximum of 20 million units in the fourth quarter of next year, driving total shipments in 2024. Volume increased 10 times to 50 million units

As of the end of the second quarter of this year, research firm Canalys estimates that with the continued introduction of Apple’s Neural Engine into its own Mx series processors, global AI PC shipments have exceeded 5 million. tower. It is expected that the penetration rate of AI PC will increase significantly in the next four years, becoming a mainstream product in the market by 2025, and reaching 60% of the overall PC share in 2027, with a compound annual growth rate of 94%.

Canalys pointed out that in addition to the active promotion of major chip manufacturers, the enhancement of AI functions in the new version of the operating system will also simultaneously promote the launch of AI PC products and accelerate the growth of total volume from next year. Canalys said that in addition to the active promotion of major chip manufacturers, the enhancement of AI functions in the new version of the operating system will also promote the launch of AI PC products and accelerate the growth of total volume from next year

Microsoft plans to release the next generation of Windows operating system at the end of next year, which will integrate artificial intelligence tools for business applications and software integration applications to improve productivity. At the same time, taking into account the new replacement cycle of the PC market in 2025, it is expected that the total number of artificial intelligence PCs will exceed 100 million units. According to predictions, the number of artificial intelligence PCs will reach 175 million units by 2027, with annual growth rates of 37% and 53% respectively

According to Canalys’ initial definition, PCs with “AI capabilities” must be equipped with dedicated chipsets or modules to accelerate AI computing power, such as Qualcomm’s new generation AI processor introduced with HTA (Hexagon Tensor Accelerator), or Intel Movidius visual processor (VPU), AMD's acceleration processor APU, and ANE (The Apple Neural Engine) used in Apple Mac/Mac Book, etc. However, with the rapid development of AI applications, the future definition of AI PC will be constantly updated.

Under the current definition, Canalys believes that as Apple launches a series of Mac products that completely replace Intel processors with M3 series processors in the second half of this year, it will help Apple become the first PC brand to fully Manufacturer of AI capabilities.

On the other hand, after AMD launched the Ryzen 7040 series processors on the Phoenixe platform in the second quarter of this year, it also announced that it will further enhance AI capabilities in the next generation 8050 series. After Intel introduced Movidius VPU into its Meteor Lake platform processors to enhance AI Power, the subsequent launch of Arrow Lake and Lunar Lake platforms all declared Intel's determination to increase investment in AI processors.

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