According to preliminary data from Counterpoint, the global PC market showed a recovery trend in the second quarter of 2024, with shipments increasing by 3.1% year-on-year to 62.5 million units. This growth was mainly driven by the replacement cycle and a lower base period, showing the momentum of continued market recovery.AI PCIt has become the hottest topic in the PC industry, and it is expected that the AI PC boom will come in the second half of 2024.
appleThe company is looking forward to the release of a new MacBook equipped with an M4 chip to boost its shipments.AI laptopsIt is expected to become an important driving force in the ARM PC market and occupy more than 25% market share in 2027.
LenovoIt continued to lead the global PC market with a market share of 23.6% and a year-on-year shipment growth of approximately 4%.HPandDellAfter the North American order volume returned to the original level, the performance was stable. HP's market share was 21%, Dell's was 16%, and Apple's market share remained stable at 8.5%.
AI laptops are expected to drive the expansion of the AI PC market in the second half of the year, as AI devices based on Windows on Arm architecture surge by the end of the second quarter of 2024. Devices based on Qualcomm Snapdragon solutions outperform x86 architecture in terms of power consumption, and MediaTek's collaboration with NVIDIA on the next generation of ARM architecture-based AI laptops will further drive market growth.
Analysts predict that although AI PCs are priced higher and enterprise (commercial) demand will be ahead of the mainstream consumer market, the popularity of AI PCs will accelerate as more AI cases and solutions are developed and adopted on the PC side. Overall, PC shipments are expected to grow by about 3% year-on-year in 2024.