Intel predicts: Tens of millions of units may emerge in the AI ​​PC market next year

News on October 20, NVIDIA CEO Huang Renxun is known as the "Godfather of AI". His generative AI (AIGC) is completely subverting the work and life experience. However, Huang Renxun's vision is not only focused on promoting GPUs. He has a far-sighted understanding of the profound impact of AI on the PC industry.

Perhaps many people have not noticed that when Huang Renxun gave a speech at the graduation ceremony of National Taiwan University in May this year, he said: "The PC industry is ushering in a historic opportunity for rebirth. In the next 10 years, new technologies will Generation AI PCs will replace traditional PCs, and the market value is expected to reach trillions of dollars. "

Just as Huang Renxun predicted, giants such as Intel and AMD are also actively investing their efforts in building AI PCs. Intel CEO Pat Kissinger said bluntly: “We firmly believe that AI PC will be a key turning point in the PC market in the next few years, and we will ensure that every product is integrated with AI technology. "He also predicted that by 2024, tens of millions of new PCs that support AI will emerge on the market.

Therefore, PC manufacturers are enthusiastic about this. Led by Intel, Lenovo, HP, Dell, and Acer Companies are starting to build their own AI PC notebooks, and develop various AI application software to allow users to truly experience the changes brought about by AI in work and life. CEO of HP Loures said excitedly: "I have been working in the PC industry for decades, and I have never seen such a huge opportunity. AI will truly drive innovation and meet the new needs of customers." Lenovo's Yang Yuanqing believes: "Next year, We'll see how easy it is to enjoy AI while offline PCs will continue to evolve in the future, becoming smarter, better at understanding users, and becoming people’s true mobile companions. ”

Not long ago, at the Intel Technology Innovation Conference, Acer Chief Operating Officer Gao Shuguo publicly introduced the Acer AI notebook equipped with Core Ultra processor, and at the same time cooperated with Intel to jointly A set of Acer AI libraries have been developed to fully unleash the potential of the platform to optimize the AI ​​experience.

One of the reasons why the entire PC industry pays so much attention to AI is that generative AI does have the potential to completely subvert the user experience, especially in the future. Users will be able to fully enjoy various AIGC applications in a local offline environment. Although AIGC can currently run on any PC or even mobile phone, it is highly dependent on the network and cloud. In the future, the computing power demand for AI inference will greatly exceed that of AI Training is expected to account for as high as 60%, and PC is the most suitable carrier.

On the other hand, the PC industry has experienced stagnant growth in the past few years. Dilemma, especially in the current market environment, the PC market is still in a downturn. Recently, authoritative market research institutions such as IDC and Gartner released the global PC market report for the third quarter of 2023, showing that shipments have declined year-on-year for 8 consecutive quarters. , the market is still sluggish. IDC's quarterly shipment data showed that shipments were 68.2 million units, a year-on-year decrease of 7.6%, showing a downward spiral. Gartner's data was even more pessimistic, with only 64.3 million units, a year-on-year decrease of up to 9% . Given that the global economy, market and user demand are unlikely to change significantly in the short term, AI, as a significant innovation highlight, has become the best tipping point to stimulate the market. In addition, AI’s demand for powerful computing power has stimulated the entire industry. It accelerates the speed of innovation, thus forming a virtuous cycle.

#For example, Intel’s soon-to-be-released first-generation Core Ultra processor, codenamed Meteor Lake, integrates an independent NPU The AI ​​hardware engine can efficiently execute AIGC tasks locally, and can also be accelerated in conjunction with the CPU and GPU. It has received extensive ecological support and can be said to be a gathering of responders. It can be said that AI The emergence of PCs similar to Wi-Fi will become an important turning point in the history of PCs. It is expected to become the integration of terminals, edge computing and cloud technologies to meet new AIGC workloads and application requirements, fundamentally changing, reshaping and reinventing them. Build PC experiences to unleash people's productivity and creativity.

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